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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

88 hedge funds and large institutions have $248M invested in ProShares Large Cap Core Plus in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 37 reducing their positions, and 9 closing their positions.

Holders
88
Holders Change
+1
Holders Change %
+1.15%
% 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
10
Increased
14
Reduced
37
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$19.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.7M
3
KAS
3
Kestra Advisory Services
Texas
$2.21M
4
FIM
4
Freedom Investment Management
Connecticut
$3.06M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$853K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$52M
2
Wells Fargo
2
Wells Fargo
California
$6.88M
3
AWM
3
AE Wealth Management
Kansas
$0
4
LPL Financial
4
LPL Financial
California
$8.79M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$7.33M
Name Market Value Shares Shares
Change 		Shares
Change %
PG
51
Patten Group
Tennessee
$321K 5,292 +43 +0.8%
JWCA
52
J.W. Cole Advisors
Florida
$319K 5,244 +3 +0.1%
PIA
53
Perennial Investment Advisors
California
$307K 5,053 -365 -7%
DT
54
Diversified Trust
Tennessee
$292K 4,800 +4,800 New
CA
55
Clearstead Advisors
Ohio
$283K 4,745 +2,050 +76%
JCFM
56
JBR Co Financial Management
Oklahoma
$267K 4,400 – –
SWM
57
Soundmark Wealth Management
Washington
$267K 4,396 – –
EWM
58
Evermay Wealth Management
Virginia
$266K 4,382 – –
OC
59
Oppenheimer & Co
New York
$264K 4,352 +4,352 New
RFN
60
RDA Financial Network
Iowa
$257K 4,236 -20 -0.5%
CAM
61
Cresset Asset Management
Illinois
$255K 4,204 -172 -4%
GRP
62
Global Retirement Partners
California
$249K 4,096 – –
GVAG
63
Great Valley Advisor Group
Delaware
$247K 4,067 +4,067 New
EH
64
Equitable Holdings
New York
$244K 4,023 – –
PSF
65
Pacific Sun Financial
California
$237K 3,900 – –
FFN
66
Focus Financial Network
Minnesota
$236K 4,106 -32 -0.8%
MML Investors Services
67
MML Investors Services
Massachusetts
$231K 3,807 -217 -5%
SPIA
68
Steward Partners Investment Advisory
New York
$231K 3,801 +1,105 +41%
WAP
69
Wealthcare Advisory Partners
Pennsylvania
$218K 3,591 -99 -3%
AWS
70
Atria Wealth Solutions
New York
$213K 3,515 +3,515 New
WRPWM
71
Werba Rubin Papier Wealth Management
California
$210K 3,464 +3,464 New
CSC
72
Caldwell Sutter Capital
California
$202K 3,330 – –
WIA
73
Wetzel Investment Advisors
Indiana
$134K 2,330 – –
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$130K 2,144 – –
PCA
75
Providence Capital Advisors
North Carolina
$75.8K 1,248 -556 -31%
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