ProShares Large Cap Core Plus
CSM
80 hedge funds and large institutions have $242M invested in ProShares Large Cap Core Plus in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 37 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
8% more funds holding
Funds holding: 74 → 80 (+6)
3% more capital invested
Capital invested by funds: $234M → $242M (+$7.26M)
1% more ownership
Funds ownership: 112.51% → 113.51% (+1%)
57% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 37
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$8.12M |
| 2 |
LPL Financial
San Diego,
California
|
-$6.75M |
| 3 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$2.59M |
| 4 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$1.81M |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$1.16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFS
76
Sowell Financial Services
North Little Rock,
Arkansas
| $26K | – | – | – |
|
77
Citigroup
New York
| $19K | – | – | – |
|
|
AF
78
Allworth Financial
Folsom,
California
| $17K | – | – | – |
|
79
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $13K | – | – | – |
|
|
SFP
80
Sterling Financial Planning
Sparta,
New Jersey
| $7K | +$6.8K | +170 | New |
|
|
GWM
81
Geneos Wealth Management
Englewood,
Colorado
| – | -$134K | -3,596 | Closed |
|
|
PFS
82
Prospera Financial Services
Dallas,
Texas
| – | -$12K | -324 | Closed |
|
CSM Hedge Fund Activity: Q4 2020 in Review
80 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q4 2020, worth a combined $242M — up 3.1% from $234M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CSM positions and 2 closed out — a net gain of 7 holders — while 16 added to existing stakes and 37 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $1.47M. The largest seller was Morgan Stanley, cutting an estimated $8.12M.
- 80 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q4 2020, up from 74 in Q3 2020.
- Funds reported $242M of ProShares Large Cap Core Plus stock for Q4 2020, up 3.1% quarter-over-quarter.
- 9 funds opened new ProShares Large Cap Core Plus positions in Q4 2020 and 2 closed out, a net change of +7 holders.
- The largest ProShares Large Cap Core Plus buyer in Q4 2020 was Susquehanna International Group, an estimated $1.47M added.
- The largest ProShares Large Cap Core Plus seller in Q4 2020 was Morgan Stanley, an estimated $8.12M sold.
Based on aggregated 13F filings for Q4 2020.