CSM icon

ProShares Large Cap Core Plus

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, 18 increasing their positions, 41 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

56% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 41

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
99
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$1.75M
2 +$1.36M
3 +$481K
4
OC
Oppenheimer & Co
New York
+$379K
5
First Trust Advisors
First Trust Advisors
Illinois
+$365K

Top Sellers

1 -$26.7M
2 -$4.09M
3 -$3.74M
4
LPT
Legacy Private Trust
Wisconsin
-$1.34M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$775K
Name Holding Trade Value Shares
Change
Change in
Stake
EH
76
Equitable Holdings
New York
$244K
CSC
77
Caldwell Sutter Capital
California
$235K
KWA
78
Kingswood Wealth Advisors
California
$223K
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$206K
HWA
80
HHM Wealth Advisors
Tennessee
$201K
JCFM
81
JBR Co Financial Management
Oklahoma
$200K
PTC
82
Private Trust Company
Ohio
$194K
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$151K
JFA
84
JNBA Financial Advisors
Minnesota
$74K
HFS
85
Hopwood Financial Services
Virginia
$56.4K
SVCP
86
Silicon Valley Capital Partners
California
$44.7K
SAM
87
S.A. Mason
Michigan
$43.8K
FPF
88
First Pacific Financial
Washington
$32.1K
JPMorgan Chase & Co
89
JPMorgan Chase & Co
New York
$26K
WA
90
WPG Advisers
Maryland
$24.8K
WBC
91
West Branch Capital
Massachusetts
$14.5K
GRP
92
Global Retirement Partners
California
$13.4K
OP
93
ORG Partners
Indiana
$12.8K
TFA
94
Toth Financial Advisory
Virginia
$12.7K
PS
95
Principal Securities
Iowa
$9.93K
HIA
96
Harbor Investment Advisory
Maryland
$8.74K
UBS Group
97
UBS Group
Switzerland
$7.4K
NFSG
98
Newbridge Financial Services Group
Florida
$2.4K
DFA
99
DHJJ Financial Advisors
Illinois
$282
GS
100
GWN Securities
Florida