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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

83 hedge funds and large institutions have $229M invested in ProShares Large Cap Core Plus in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 41 reducing their positions, and 6 closing their positions.

Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
19
Reduced
41
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$19.5M
2
MA
2
Mutual Advisors
Nebraska
$7.47M
3
Cerity Partners
3
Cerity Partners
New York
$1.48M
4
CA
4
Clearstead Advisors
Ohio
$674K
5
AWM
5
AE Wealth Management
Kansas
$3.25M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$41.7M
2
UBS Group
2
UBS Group
Switzerland
$2.74M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.06M
4
Wells Fargo
4
Wells Fargo
California
$12.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.03M
Name Market Value Shares Shares
Change 		Shares
Change %
SVCP
76
Silicon Valley Capital Partners
California
$30.4K 623 +2 +0.3%
TFA
77
Toth Financial Advisory
Virginia
$23.9K 490 – –
FPF
78
First Pacific Financial
Washington
$22.2K 454 +1 +0.2%
WBC
79
West Branch Capital
Massachusetts
$15.8K 323 +1 +0.3%
Qube Research & Technologies (QRT)
80
Qube Research & Technologies (QRT)
United Kingdom
$13.9K 285 +285 New
NFSG
81
Newbridge Financial Services Group
Florida
$1.66K 34 – –
TFA
82
Transamerica Financial Advisors
Florida
$1K 1 – –
DFA
83
DHJJ Financial Advisors
Illinois
$196 4 +4 New
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
– – -5,413 Closed
Truist Financial
85
Truist Financial
North Carolina
– – -5,149 Closed
AWS
86
Atria Wealth Solutions
New York
– – -4,715 Closed
EH
87
Equitable Holdings
New York
– – -4,023 Closed
HighTower Advisors
88
HighTower Advisors
Illinois
– – -4,000 Closed
US Bancorp
89
US Bancorp
Minnesota
– – -261 Closed
CFGS
90
Concourse Financial Group Securities
Alabama
– – – –
1 2 3
4