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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

93 hedge funds and large institutions have $297M invested in ProShares Large Cap Core Plus in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 77 increasing their positions, 3 reducing their positions, and 7 closing their positions.

Holders
93
Holders Change
+6
Holders Change %
+6.9%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
77
Reduced
3
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFG
1
Nations Financial Group
Iowa
$7.68M
2
AWM
2
AE Wealth Management
Kansas
$2.32M
3
UBS Group
3
UBS Group
Switzerland
$8.21M
4
Wells Fargo
4
Wells Fargo
California
$14.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$72M

Top Sellers

1
MA
1
Mutual Advisors
Nebraska
$6.81M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$9.49M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.64M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$6.16M
5
BRWM
5
B. Riley Wealth Management
Tennessee
$15.5M
Name Market Value Shares Shares
Change 		Shares
Change %
HWMA
76
Heritage Wealth Management (Arizona)
Arizona
$96K 1,782 +1,782 New
EWM
77
Endurance Wealth Management
Rhode Island
$79K 1,462 +731 +100%
EW
78
Evoke Wealth
California
$68K 1,268 +634 +100%
HWA
79
HHM Wealth Advisors
Tennessee
$63K 1,170 +385 +49%
JFA
80
JNBA Financial Advisors
Minnesota
$55K 1,023 +513 +101%
TFA
81
Toth Financial Advisory
Virginia
$45K 832 -34 -4%
IA
82
IFP Advisors
Florida
$35K 697 +697 New
US Bancorp
83
US Bancorp
Minnesota
$23K 420 +210 +100%
SCA
84
Stonebridge Capital Advisors
Minnesota
$22K 400 +200 +100%
AF
85
Allworth Financial
California
$22K 400 +200 +100%
SBL
86
Sargent Bickham Lagudis
Colorado
$19K 346 +173 +100%
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$18K 340 -136 -29%
WBC
88
West Branch Capital
Massachusetts
$17K 320 +120 +60%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$12K 232 +116 +100%
LFG
90
Larson Financial Group
Missouri
$11K 200 +100 +100%
PFS
91
Prospera Financial Services
Texas
$6K 114 +114 New
NFSG
92
Newbridge Financial Services Group
Florida
$5K 98 +98 New
TFS
93
TrustCore Financial Services
Tennessee
$1K 21 +21 New
IAA
94
Independent Advisor Alliance
North Carolina
– – -4,506 Closed
SFPG
95
Stonebridge Financial Planning Group
Florida
– – -3,087 Closed
WP
96
WealthSource Partners
California
– – -1,963 Closed
SCA
97
Snowden Capital Advisors
New York
– – -746 Closed
TCWM
98
Total Clarity Wealth Management
Illinois
– – -515 Closed
MPWT
99
MassMutual Private Wealth & Trust
Connecticut
– – -389 Closed
CFCI
100
Comprehensive Financial Consultants Institutional
Indiana
– – -52 Closed
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4
5