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ProShares Large Cap Core Plus
CSM

99 hedge funds and large institutions have $246M invested in ProShares Large Cap Core Plus in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

2% more funds holding

Funds holding: 97 → 99 (+2)

1% more capital invested

Capital invested by funds: $244M → $246M (+$2.26M)

0.1% more ownership

Funds ownership: 55.13% → 55.23% (+0.1%)

53% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 40

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
99
Holders Change
+2
Holders Change %
+2.06%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
19
Reduced
40
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$1.62M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.26M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$445K
4
OC
Oppenheimer & Co
New York
+$351K
5
First Trust Advisors
First Trust Advisors
Illinois
+$338K

Top Sellers

Rank Fund Capital Flow
1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$24.7M
2
LPL Financial
LPL Financial
California
-$3.79M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.46M
4
LPT
Legacy Private Trust
Wisconsin
-$1.24M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$717K
Name Holding Trade Value Shares
Change 		Change in
Stake
Empower Advisory Group
51
Empower Advisory Group
Colorado
$495K – – –
BCM
52
Bienville Capital Management
New York
$466K – – –
JWCA
53
J.W. Cole Advisors
Florida
$456K +$16.6K +255 +4%
WP
54
WealthPLAN Partners
Nebraska
$432K +$65 +1 +0%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$395K – – –
MML Investors Services
56
MML Investors Services
Massachusetts
$394K -$17.5K -269 -5%
CFS
57
Commonwealth Financial Services
West Virginia
$381K -$24.5K -376 -6%
First Trust Advisors
58
First Trust Advisors
Illinois
$365K +$338K +5,177 New
Comerica Bank
59
Comerica Bank
Texas
$360K – – –
PIA
60
Perennial Investment Advisors
California
$356K – – –
DT
61
Diversified Trust
Tennessee
$338K – – –
CA
62
Clearstead Advisors
Ohio
$334K – – –
Mariner
63
Mariner
Kansas
$320K +$326 +5 +0.1%
ASN
64
Advisory Services Network
Georgia
$316K -$23.5K -360 -8%
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$313K -$1.96K -30 -0.7%
Financial Engines Advisors
66
Financial Engines Advisors
California
$310K -$287K -4,396 -50%
EWM
67
Evermay Wealth Management
Virginia
$307K – – –
SI
68
Stephens Inc
Arkansas
$303K – – –
GVAG
69
Great Valley Advisor Group
Delaware
$287K – – –
CAM
70
Cresset Asset Management
Illinois
$278K +$652 +10 +0.3%
RFN
71
RDA Financial Network
Iowa
$275K -$4.5K -69 -2%
LWP
72
LeClair Wealth Partners
Ohio
$260K – – –
PSF
73
Pacific Sun Financial
California
$249K – – –
FFN
74
Focus Financial Network
Minnesota
$247K -$65 -1 -0%
WRPWM
75
Werba Rubin Papier Wealth Management
California
$244K – – –
1 2
3
4 5

CSM Hedge Fund Activity: Q2 2025 in Review

99 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q2 2025, worth a combined $246M — up 0.92% from $244M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CSM positions and 6 closed out — a net gain of 2 holders — while 19 added to existing stakes and 40 trimmed.

The largest buyer was Stifel Financial, adding an estimated $1.62M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $24.7M.

  • 99 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q2 2025, up from 97 in Q1 2025.
  • Funds reported $246M of ProShares Large Cap Core Plus stock for Q2 2025, up 0.92% quarter-over-quarter.
  • 8 funds opened new ProShares Large Cap Core Plus positions in Q2 2025 and 6 closed out, a net change of +2 holders.
  • The largest ProShares Large Cap Core Plus buyer in Q2 2025 was Stifel Financial, an estimated $1.62M added.
  • The largest ProShares Large Cap Core Plus seller in Q2 2025 was Kayne Anderson Rudnick Investment Management, an estimated $24.7M sold.

Based on aggregated 13F filings for Q2 2025.