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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

88 hedge funds and large institutions have $275M invested in ProShares Large Cap Core Plus in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 31 reducing their positions, and 3 closing their positions.

Holders
88
Holders Change
+1
Holders Change %
+1.15%
% 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
20
Reduced
31
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$25.3M
2
WA
2
Win Advisors
Florida
$4.12M
3
DWAM
3
Duncan Williams Asset Management
Tennessee
$1.96M
4
Morgan Stanley
4
Morgan Stanley
New York
$58.4M
5
HWA
5
HCR Wealth Advisors
California
$1.68M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$4.84M
2
Bank of America
2
Bank of America
North Carolina
$6.91M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$15.8M
4
AF
4
Apexium Financial
Texas
$6.76M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.64M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$353K 5,406 +1,523 +39%
JWCA
52
J.W. Cole Advisors
Florida
$343K 5,249 +4 +0.1%
Mariner
53
Mariner
Kansas
$343K 5,245 +5,245 New
Comerica Bank
54
Comerica Bank
Texas
$334K 5,106 – –
PIA
55
Perennial Investment Advisors
California
$330K 5,053 – –
DT
56
Diversified Trust
Tennessee
$314K 4,800 – –
CA
57
Clearstead Advisors
Ohio
$310K 4,745 – –
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$300K 4,588 -66 -1%
SI
59
Stephens Inc
Arkansas
$288K 4,408 -130 -3%
Financial Engines Advisors
60
Financial Engines Advisors
California
$287K 4,396 – –
EWM
61
Evermay Wealth Management
Virginia
$287K 4,382 – –
JCFM
62
JBR Co Financial Management
Oklahoma
$278K 4,245 -155 -4%
CAM
63
Cresset Asset Management
Illinois
$276K 4,204 – –
FFN
64
Focus Financial Network
Minnesota
$270K 4,114 – –
RFN
65
RDA Financial Network
Iowa
$267K 4,089 -122 -3%
GVAG
66
Great Valley Advisor Group
Delaware
$266K 4,067 – –
EH
67
Equitable Holdings
New York
$263K 4,023 – –
OC
68
Oppenheimer & Co
New York
$248K 3,796 – –
PSF
69
Pacific Sun Financial
California
$231K 3,540 – –
AWS
70
Atria Wealth Solutions
New York
$230K 3,515 – –
WRPWM
71
Werba Rubin Papier Wealth Management
California
$226K 3,464 – –
CSC
72
Caldwell Sutter Capital
California
$218K 3,330 – –
WE
73
Wealth Effects
Massachusetts
$209K 3,203 +3,203 New
ASN
74
Advisory Services Network
Georgia
$208K 3,358 – –
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$140K 2,144 – –
1 2
3
4