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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

87 hedge funds and large institutions have $285M invested in ProShares Large Cap Core Plus in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 38 reducing their positions, and 3 closing their positions.

Holders
87
Holders Change
+4
Holders Change %
+4.82%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
18
Reduced
38
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$94.3M
2
Wells Fargo
2
Wells Fargo
California
$16.2M
3
Stifel Financial
3
Stifel Financial
Missouri
$5.27M
4
AWM
4
AE Wealth Management
Kansas
$4.36M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.52M

Top Sellers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$15M
2
MA
2
Mutual Advisors
Nebraska
$3.51M
3
UBS Group
3
UBS Group
Switzerland
$874K
4
AF
4
Apexium Financial
Texas
$7.28M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.02M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$320K 5,835 – –
PIA
52
Perennial Investment Advisors
California
$297K 5,418 -590 -10%
PG
53
Patten Group
Tennessee
$287K 5,249 -1,216 -19%
JWCA
54
J.W. Cole Advisors
Florida
$287K 5,241 +6 +0.1%
MCM
55
Mainstay Capital Management
Michigan
$279K 5,085 -700 -12%
JCFM
56
JBR Co Financial Management
Oklahoma
$241K 4,400 +4,400 New
SWM
57
Soundmark Wealth Management
Washington
$241K 4,396 – –
EWM
58
Evermay Wealth Management
Virginia
$240K 4,382 – –
CAM
59
Cresset Asset Management
Illinois
$240K 4,376 – –
AWM
60
Axxcess Wealth Management
California
$235K 4,295 -1,031 -19%
CAAS
61
Capital Asset Advisory Services
Michigan
$235K 4,295 -965 -18%
RFN
62
RDA Financial Network
Iowa
$233K 4,256 -117 -3%
FFN
63
Focus Financial Network
Minnesota
$227K 4,138 +10 +0.2%
GRP
64
Global Retirement Partners
California
$224K 4,096 – –
EH
65
Equitable Holdings
New York
$220K 4,023 +4,023 New
MML Investors Services
66
MML Investors Services
Massachusetts
$220K 4,024 -539 -12%
HighTower Advisors
67
HighTower Advisors
Illinois
$219K 4,000 +4,000 New
PSF
68
Pacific Sun Financial
California
$214K 3,900 +3,900 New
WAP
69
Wealthcare Advisory Partners
Pennsylvania
$202K 3,690 -1,249 -25%
CSC
70
Caldwell Sutter Capital
California
$182K 3,330 -200 -6%
SPIA
71
Steward Partners Investment Advisory
New York
$148K 2,696 – –
CA
72
Clearstead Advisors
Ohio
$148K 2,695 -11,105 -80%
WIA
73
Wetzel Investment Advisors
Indiana
$128K 2,330 +2,330 New
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$118K 2,144 – –
PCA
75
Providence Capital Advisors
North Carolina
$98.8K 1,804 +1,804 New
1 2
3
4