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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

83 hedge funds and large institutions have $229M invested in ProShares Large Cap Core Plus in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 41 reducing their positions, and 6 closing their positions.

Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
19
Reduced
41
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$19.5M
2
MA
2
Mutual Advisors
Nebraska
$7.47M
3
Cerity Partners
3
Cerity Partners
New York
$1.48M
4
CA
4
Clearstead Advisors
Ohio
$674K
5
AWM
5
AE Wealth Management
Kansas
$3.25M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$41.7M
2
UBS Group
2
UBS Group
Switzerland
$2.74M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.06M
4
Wells Fargo
4
Wells Fargo
California
$12.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.03M
Name Market Value Shares Shares
Change 		Shares
Change %
CFS
51
Commonwealth Financial Services
West Virginia
$310K 6,345 +6,345 New
Comerica Bank
52
Comerica Bank
Texas
$303K 6,200 +6,200 New
PIA
53
Perennial Investment Advisors
California
$293K 6,008 – –
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$285K 5,835 – –
MCM
55
Mainstay Capital Management
Michigan
$282K 5,785 -15 -0.3%
BFEC
56
Benjamin F. Edwards & Company
Missouri
$274K 5,615 -13 -0.2%
CAAS
57
Capital Asset Advisory Services
Michigan
$262K 5,260 -427 -8%
AWM
58
Axxcess Wealth Management
California
$260K 5,326 +5,326 New
JWCA
59
J.W. Cole Advisors
Florida
$256K 5,235 +4 +0.1%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$244K 5,006 +7 +0.1%
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$241K 4,939 -359 -7%
MML Investors Services
62
MML Investors Services
Massachusetts
$223K 4,563 -407 -8%
OC
63
Oppenheimer & Co
New York
$218K 4,474 -800 -15%
SWM
64
Soundmark Wealth Management
Washington
$215K 4,396 – –
EWM
65
Evermay Wealth Management
Virginia
$214K 4,382 -100 -2%
CAM
66
Cresset Asset Management
Illinois
$214K 4,376 -230 -5%
RFN
67
RDA Financial Network
Iowa
$213K 4,373 -76 -2%
FFN
68
Focus Financial Network
Minnesota
$201K 4,128 -72 -2%
GRP
69
Global Retirement Partners
California
$198K 4,096 – –
CSC
70
Caldwell Sutter Capital
California
$172K 3,530 – –
SPIA
71
Steward Partners Investment Advisory
New York
$132K 2,696 -254 -9%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$110K 2,144 – –
HWA
73
HHM Wealth Advisors
Tennessee
$57.1K 1,170 – –
ADL
74
Asset Dedication LLC
California
$53K 1,082 – –
JFA
75
JNBA Financial Advisors
Minnesota
$50.9K 1,044 +3 +0.3%
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3
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