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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

88 hedge funds and large institutions have $248M invested in ProShares Large Cap Core Plus in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 37 reducing their positions, and 9 closing their positions.

Holders
88
Holders Change
+1
Holders Change %
+1.15%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
14
Reduced
37
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$19.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.7M
3
KAS
3
Kestra Advisory Services
Texas
$2.21M
4
FIM
4
Freedom Investment Management
Connecticut
$3.06M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$853K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$52M
2
Wells Fargo
2
Wells Fargo
California
$6.88M
3
AWM
3
AE Wealth Management
Kansas
$0
4
LPL Financial
4
LPL Financial
California
$8.79M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$7.33M
Name Market Value Shares Shares
Change 		Shares
Change %
HWA
76
HHM Wealth Advisors
Tennessee
$71.1K 1,170 – –
JFA
77
JNBA Financial Advisors
Minnesota
$63.8K 1,050 +2 +0.2%
ADL
78
Asset Dedication LLC
California
$54K 901 -181 -17%
SVCP
79
Silicon Valley Capital Partners
California
$38.1K 627 +2 +0.3%
TFA
80
Toth Financial Advisory
Virginia
$29.8K 490 – –
FPF
81
First Pacific Financial
Washington
$27.7K 456 – –
Qube Research & Technologies (QRT)
82
Qube Research & Technologies (QRT)
United Kingdom
$17.3K 285 – –
WBC
83
West Branch Capital
Massachusetts
$12.4K 204 -119 -37%
PS
84
Principal Securities
Iowa
$8.46K 139 +139 New
HIA
85
Harbor Investment Advisory
Maryland
$7.53K 124 +124 New
AssetMark Inc
86
AssetMark Inc
California
$4.01K 66 +66 New
NFSG
87
Newbridge Financial Services Group
Florida
$2.07K 34 – –
DFA
88
DHJJ Financial Advisors
Illinois
$243 4 – –
AWM
89
AE Wealth Management
Kansas
– – -77,588 Closed
UBS Group
90
UBS Group
Switzerland
– – -15,959 Closed
CPRC
91
Consolidated Portfolio Review Corp
New York
– – -12,465 Closed
MCM
92
Mainstay Capital Management
Michigan
– – -5,085 Closed
CAAS
93
Capital Asset Advisory Services
Michigan
– – -4,295 Closed
AWM
94
Axxcess Wealth Management
California
– – -4,295 Closed
HighTower Advisors
95
HighTower Advisors
Illinois
– – -4,000 Closed
ASN
96
Advisory Services Network
Georgia
– – -531 Closed
TFA
97
Transamerica Financial Advisors
Florida
– – -1 Closed
CFGS
98
Concourse Financial Group Securities
Alabama
– – – –
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