CSM icon

ProShares Large Cap Core Plus
CSM

Overview Fund Activity

80 hedge funds and large institutions have $267M invested in ProShares Large Cap Core Plus in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
80
Holders Change
-7
Holders Change %
-8.05%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
19
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$16.1M
2
Stifel Financial
2
Stifel Financial
Missouri
$3.77M
3
NWA
3
Navis Wealth Advisors
New York
$400K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$654K
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$256K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.6M
2
BRWA
2
B. Riley Wealth Advisors
Florida
$15.9M
3
UBS Group
3
UBS Group
Switzerland
$4.49M
4
Morgan Stanley
4
Morgan Stanley
New York
$56.8M
5
AF
5
Apexium Financial
Texas
$7.04M
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
76
Belpointe Asset Management
Nevada
$23.9K 502 – –
WBC
77
West Branch Capital
Massachusetts
$15.3K 322 +1 +0.3%
US Bancorp
78
US Bancorp
Minnesota
$4.1K 86 -87 -50%
NFSG
79
Newbridge Financial Services Group
Florida
$1.62K 34 – –
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$1.05K 21,954 -55 -0.2%
RMC
81
Regis Management Company
California
– – -19,560 Closed
WIM
82
WealthPlan Investment Management
Nebraska
– – -10,361 Closed
MML Investors Services
83
MML Investors Services
Massachusetts
– – -5,300 Closed
HighTower Advisors
84
HighTower Advisors
Illinois
– – -4,580 Closed
MCC
85
Money Concepts Capital
Florida
– – -4,289 Closed
JPMorgan Chase & Co
86
JPMorgan Chase & Co
New York
– – -2,750 Closed
IA
87
IFP Advisors
Florida
– – -699 Closed
SCA
88
Stonebridge Capital Advisors
Minnesota
– – -400 Closed
AF
89
Allworth Financial
California
– – -400 Closed
GEA
90
Glen Eagle Advisors
New Jersey
– – -275 Closed
TFA
91
Transamerica Financial Advisors
Florida
– – -1 Closed
CFGS
92
Concourse Financial Group Securities
Alabama
– – – –
1 2 3
4