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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

94 hedge funds and large institutions have $269M invested in ProShares Large Cap Core Plus in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 4 closing their positions.

Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
21
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.47M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.92M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$16.6M
4
PFS
4
Prospera Financial Services
Texas
$558K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.2M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$19.7M
2
WA
2
Win Advisors
Florida
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$57.2M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.66M
5
Bank of America
5
Bank of America
North Carolina
$6.44M
Name Market Value Shares Shares
Change 		Shares
Change %
WP
51
WealthPLAN Partners
Nebraska
$405K 6,128 -1,112 -15%
CFS
52
Commonwealth Financial Services
West Virginia
$384K 5,811 -5 -0.1%
JWCA
53
J.W. Cole Advisors
Florida
$348K 5,258 +9 +0.2%
Comerica Bank
54
Comerica Bank
Texas
$338K 5,106 – –
PIA
55
Perennial Investment Advisors
California
$334K 5,053 – –
DT
56
Diversified Trust
Tennessee
$317K 4,800 – –
ASN
57
Advisory Services Network
Georgia
$314K 4,751 +1,393 +41%
CA
58
Clearstead Advisors
Ohio
$314K 4,745 – –
Mariner
59
Mariner
Kansas
$300K 4,530 -715 -14%
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$299K 4,520 -68 -1%
SI
61
Stephens Inc
Arkansas
$292K 4,408 – –
EWM
62
Evermay Wealth Management
Virginia
$290K 4,382 – –
JCFM
63
JBR Co Financial Management
Oklahoma
$281K 4,245 – –
CAM
64
Cresset Asset Management
Illinois
$279K 4,218 +14 +0.3%
GVAG
65
Great Valley Advisor Group
Delaware
$269K 4,067 – –
RFN
66
RDA Financial Network
Iowa
$263K 3,982 -107 -3%
OC
67
Oppenheimer & Co
New York
$251K 3,796 – –
MF
68
Manchester Financial
California
$249K 3,772 +3,772 New
LWP
69
LeClair Wealth Partners
Ohio
$244K 3,686 +3,686 New
PSF
70
Pacific Sun Financial
California
$234K 3,540 – –
FFN
71
Focus Financial Network
Minnesota
$233K 3,525 -589 -14%
AWS
72
Atria Wealth Solutions
New York
$232K 3,515 – –
EH
73
Equitable Holdings
New York
$231K 3,500 -523 -13%
WRPWM
74
Werba Rubin Papier Wealth Management
California
$229K 3,464 – –
CSC
75
Caldwell Sutter Capital
California
$220K 3,330 – –
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3
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