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ProShares Large Cap Core Plus
CSM

97 hedge funds and large institutions have $244M invested in ProShares Large Cap Core Plus in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 33 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

3% more funds holding

Funds holding: 94 → 97 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.34% less ownership

Funds ownership: 58.48% → 55.13% (-3.3%)

9% less capital invested

Capital invested by funds: $269M → $244M (-$25M)

45% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 33

Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
18
Reduced
33
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$3.34M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.14M
3
SAM
Silvercrest Asset Management
New York
+$1.09M
4
GS
GWN Securities
Florida
+$705K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$620K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.1M
2
LPT
Legacy Private Trust
Wisconsin
-$1.29M
3
Bank of America
Bank of America
North Carolina
-$755K
4
Wells Fargo
Wells Fargo
California
-$624K
5
GCP
Gill Capital Partners
Colorado
-$419K
Name Holding Trade Value Shares
Change 		Change in
Stake
Empower Advisory Group
51
Empower Advisory Group
Colorado
$448K – – –
BCM
52
Bienville Capital Management
New York
$422K – – –
JWCA
53
J.W. Cole Advisors
Florida
$396K +$64K +959 +18%
WP
54
WealthPLAN Partners
Nebraska
$390K – – –
MML Investors Services
55
MML Investors Services
Massachusetts
$373K -$21.1K -316 -5%
CFS
56
Commonwealth Financial Services
West Virginia
$369K -$1.67K -25 -0.4%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$357K +$374K +5,610 New
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$339K +$355K +5,323 New
Comerica Bank
59
Comerica Bank
Texas
$325K – – –
PIA
60
Perennial Investment Advisors
California
$322K – – –
DT
61
Diversified Trust
Tennessee
$306K – – –
ASN
62
Advisory Services Network
Georgia
$303K – – –
PTC
63
Private Trust Company
Ohio
$303K +$148K +2,213 +87%
CA
64
Clearstead Advisors
Ohio
$302K – – –
Mariner
65
Mariner
Kansas
$289K – – –
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$285K -$3K -45 -1%
EWM
67
Evermay Wealth Management
Virginia
$277K -$2.67K -40 -0.9%
SI
68
Stephens Inc
Arkansas
$274K -$7.4K -111 -3%
GVAG
69
Great Valley Advisor Group
Delaware
$259K – – –
RFN
70
RDA Financial Network
Iowa
$253K -$800 -12 -0.3%
CAM
71
Cresset Asset Management
Illinois
$250K -$19.9K -299 -7%
OC
72
Oppenheimer & Co
New York
$240K -$2K -30 -0.8%
LWP
73
LeClair Wealth Partners
Ohio
$235K – – –
UBS Group
74
UBS Group
Switzerland
$234K +$225K +3,373 +1,136%
PSF
75
Pacific Sun Financial
California
$226K – – –
1 2
3
4

CSM Hedge Fund Activity: Q1 2025 in Review

97 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q1 2025, worth a combined $244M — down 9.3% from $269M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CSM positions and 3 closed out — a net gain of 5 holders — while 18 added to existing stakes and 33 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.34M. The largest seller was Morgan Stanley, cutting an estimated $3.1M.

  • 97 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q1 2025, up from 94 in Q4 2024.
  • Funds reported $244M of ProShares Large Cap Core Plus stock for Q1 2025, down 9.3% quarter-over-quarter.
  • 8 funds opened new ProShares Large Cap Core Plus positions in Q1 2025 and 3 closed out, a net change of +5 holders.
  • The largest ProShares Large Cap Core Plus buyer in Q1 2025 was LPL Financial, an estimated $3.34M added.
  • The largest ProShares Large Cap Core Plus seller in Q1 2025 was Morgan Stanley, an estimated $3.1M sold.

Based on aggregated 13F filings for Q1 2025.