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ProShares Large Cap Core Plus
CSM

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, 25 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

7% more funds holding

Funds holding: 87 → 93 (+6)

3% more capital invested

Capital invested by funds: $288M → $297M (+$8.53M)

22% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 32

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

55.21% less ownership

Funds ownership: 112.09% → 56.88% (-55%)

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
25
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFG
Nations Financial Group
Iowa
+$5.71M
2
AWM
AE Wealth Management
Kansas
+$2.28M
3
UBS Group
UBS Group
Switzerland
+$1.95M
4
Wells Fargo
Wells Fargo
California
+$1.41M
5
Morgan Stanley
Morgan Stanley
New York
+$1.34M

Top Sellers

1
MA
Mutual Advisors
Nebraska
-$1.92M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$778K
3
Osaic Holdings
Osaic Holdings
Arizona
-$713K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$602K
5
BRWM
B. Riley Wealth Management
Tennessee
-$561K
Name Holding Trade Value Shares
Change 		Change in
Stake
HWMA
76
Heritage Wealth Management (Arizona)
Arizona
$96K +$94.3K +1,782 New
EWM
77
Endurance Wealth Management
Rhode Island
$79K – – –
EW
78
Evoke Wealth
California
$68K – – –
HWA
79
HHM Wealth Advisors
Tennessee
$63K -$21.2K -400 -25%
JFA
80
JNBA Financial Advisors
Minnesota
$55K +$159 +3 +0.3%
TFA
81
Toth Financial Advisory
Virginia
$45K -$47.6K -900 -52%
IA
82
IFP Advisors
Florida
$35K +$36.9K +697 New
US Bancorp
83
US Bancorp
Minnesota
$23K – – –
AF
84
Allworth Financial
California
$22K – – –
SCA
85
Stonebridge Capital Advisors
Minnesota
$22K – – –
SBL
86
Sargent Bickham Lagudis
Colorado
$19K – – –
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$18K -$32.4K -612 -64%
WBC
88
West Branch Capital
Massachusetts
$17K -$4.23K -80 -20%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$12K – – –
LFG
90
Larson Financial Group
Missouri
$11K – – –
PFS
91
Prospera Financial Services
Texas
$6K +$6.03K +114 New
NFSG
92
Newbridge Financial Services Group
Florida
$5K +$5.19K +98 New
TFS
93
TrustCore Financial Services
Tennessee
$1K +$1.11K +21 New
IAA
94
Independent Advisor Alliance
North Carolina
– -$502K -9,012 Closed
SFPG
95
Stonebridge Financial Planning Group
Florida
– -$162K -6,174 Closed
WP
96
WealthSource Partners
California
– -$219K -3,926 Closed
SCA
97
Snowden Capital Advisors
New York
– -$83K -1,492 Closed
TCWM
98
Total Clarity Wealth Management
Illinois
– -$57K -1,030 Closed
MPWT
99
MassMutual Private Wealth & Trust
Connecticut
– -$43K -778 Closed
CFCI
100
Comprehensive Financial Consultants Institutional
Indiana
– -$2K -104 Closed
1 2 3
4

CSM Hedge Fund Activity: Q1 2022 in Review

93 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q1 2022, worth a combined $297M — up 3% from $288M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CSM positions and 7 closed out — a net gain of 6 holders — while 25 added to existing stakes and 32 trimmed.

The largest buyer was Nations Financial Group, adding an estimated $5.71M. The largest seller was Mutual Advisors, cutting an estimated $1.92M.

  • 93 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q1 2022, up from 87 in Q4 2021.
  • Funds reported $297M of ProShares Large Cap Core Plus stock for Q1 2022, up 3% quarter-over-quarter.
  • 13 funds opened new ProShares Large Cap Core Plus positions in Q1 2022 and 7 closed out, a net change of +6 holders.
  • The largest ProShares Large Cap Core Plus buyer in Q1 2022 was Nations Financial Group, an estimated $5.71M added.
  • The largest ProShares Large Cap Core Plus seller in Q1 2022 was Mutual Advisors, an estimated $1.92M sold.

Based on aggregated 13F filings for Q1 2022.