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ProShares Large Cap Core Plus
CSM

87 hedge funds and large institutions have $285M invested in ProShares Large Cap Core Plus in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 38 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

25% more capital invested

Capital invested by funds: $229M → $285M (+$56.4M)

8.5% more ownership

Funds ownership: 61.39% → 69.89% (+8.5%)

5% more funds holding

Funds holding: 83 → 87 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

53% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 38

Holders
87
Holders Change
+4
Holders Change %
+4.82%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
18
Reduced
38
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$44.1M
2
Wells Fargo
Wells Fargo
California
+$1.91M
3
Stifel Financial
Stifel Financial
Missouri
+$654K
4
AWM
AE Wealth Management
Kansas
+$560K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$335K

Top Sellers

1
BRWA
B. Riley Wealth Advisors
Florida
-$6.39M
2
MA
Mutual Advisors
Nebraska
-$4.53M
3
UBS Group
UBS Group
Switzerland
-$2.05M
4
AF
Apexium Financial
Texas
-$1.88M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
76
HHM Wealth Advisors
Tennessee
$64.1K – – –
ADL
77
Asset Dedication LLC
California
$59K – – –
JFA
78
JNBA Financial Advisors
Minnesota
$57.4K +$204 +4 +0.4%
SVCP
79
Silicon Valley Capital Partners
California
$34.2K +$102 +2 +0.3%
ASN
80
Advisory Services Network
Georgia
$29.1K +$27K +531 New
TFA
81
Toth Financial Advisory
Virginia
$26.8K – – –
FPF
82
First Pacific Financial
Washington
$25K +$102 +2 +0.4%
WBC
83
West Branch Capital
Massachusetts
$17.7K – – –
Qube Research & Technologies (QRT)
84
Qube Research & Technologies (QRT)
United Kingdom
$15.6K – – –
NFSG
85
Newbridge Financial Services Group
Florida
$1.86K – – –
TFA
86
Transamerica Financial Advisors
Florida
$1K – – –
DFA
87
DHJJ Financial Advisors
Illinois
$220 – – –
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
– -$1.06M -21,681 Closed
BFEC
89
Benjamin F. Edwards & Company
Missouri
– -$274K -5,615 Closed
OC
90
Oppenheimer & Co
New York
– -$218K -4,474 Closed
1 2 3
4

CSM Hedge Fund Activity: Q4 2023 in Review

87 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q4 2023, worth a combined $285M — up 25% from $229M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CSM positions and 3 closed out — a net gain of 4 holders — while 18 added to existing stakes and 38 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $44.1M. The largest seller was B. Riley Wealth Advisors, cutting an estimated $6.39M.

  • 87 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q4 2023, up from 83 in Q3 2023.
  • Funds reported $285M of ProShares Large Cap Core Plus stock for Q4 2023, up 25% quarter-over-quarter.
  • 7 funds opened new ProShares Large Cap Core Plus positions in Q4 2023 and 3 closed out, a net change of +4 holders.
  • The largest ProShares Large Cap Core Plus buyer in Q4 2023 was Morgan Stanley, an estimated $44.1M added.
  • The largest ProShares Large Cap Core Plus seller in Q4 2023 was B. Riley Wealth Advisors, an estimated $6.39M sold.

Based on aggregated 13F filings for Q4 2023.