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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

87 hedge funds and large institutions have $247M invested in ProShares Large Cap Core Plus in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 36 reducing their positions, and 4 closing their positions.

Holders
87
Holders Change
-1
Holders Change %
-1.14%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
12
Reduced
36
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.29M
2
Morgan Stanley
2
Morgan Stanley
New York
$53.6M
3
RJA
3
Raymond James & Associates
Florida
$1.2M
4
Bank of America
4
Bank of America
North Carolina
$8.1M
5
HWA
5
HCR Wealth Advisors
California
$310K

Top Sellers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$16.4M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.93M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$48.4M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$6.77M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
PIA
51
Perennial Investment Advisors
California
$313K 5,053 – –
HWA
52
HCR Wealth Advisors
California
$310K 5,000 +5,000 New
DT
53
Diversified Trust
Tennessee
$298K 4,800 – –
CA
54
Clearstead Advisors
Ohio
$294K 4,745 – –
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$289K 4,654 +1,063 +30%
SI
56
Stephens Inc
Arkansas
$281K 4,538 -1,594 -26%
JCFM
57
JBR Co Financial Management
Oklahoma
$273K 4,400 – –
Financial Engines Advisors
58
Financial Engines Advisors
California
$273K 4,396 +4,396 New
EWM
59
Evermay Wealth Management
Virginia
$273K 4,382 – –
CAM
60
Cresset Asset Management
Illinois
$262K 4,204 – –
FFN
61
Focus Financial Network
Minnesota
$261K 4,114 +8 +0.2%
RFN
62
RDA Financial Network
Iowa
$261K 4,211 -25 -0.6%
GVAG
63
Great Valley Advisor Group
Delaware
$252K 4,067 – –
EH
64
Equitable Holdings
New York
$250K 4,023 – –
SPIA
65
Steward Partners Investment Advisory
New York
$241K 3,883 +82 +2%
OC
66
Oppenheimer & Co
New York
$235K 3,796 -556 -13%
MML Investors Services
67
MML Investors Services
Massachusetts
$232K 3,745 -62 -2%
UBS Group
68
UBS Group
Switzerland
$229K 3,687 +3,687 New
PSF
69
Pacific Sun Financial
California
$220K 3,540 -360 -9%
AWS
70
Atria Wealth Solutions
New York
$219K 3,515 – –
WRPWM
71
Werba Rubin Papier Wealth Management
California
$215K 3,464 – –
ASN
72
Advisory Services Network
Georgia
$208K 3,358 +3,358 New
CSC
73
Caldwell Sutter Capital
California
$207K 3,330 – –
WIA
74
Wetzel Investment Advisors
Indiana
$142K 2,330 – –
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$133K 2,144 – –
1 2
3
4