ProShares Large Cap Core Plus
CSM
87 hedge funds and large institutions have $247M invested in ProShares Large Cap Core Plus in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 36 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $248M → $247M (-$1.01M)
1% less funds holding
Funds holding: 88 → 87 (-1)
3.46% less ownership
Funds ownership: 58.86% → 55.4% (-3.5%)
67% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.24M |
| 2 |
Morgan Stanley
New York
|
+$516K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$437K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$424K |
| 5 |
HWA
HCR Wealth Advisors
Los Angeles,
California
|
+$299K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$8.06M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.03M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$1.03M |
| 4 |
Bank of New York Mellon
New York
|
-$691K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$494K |
CSM Hedge Fund Activity: Q2 2024 in Review
87 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q2 2024, worth a combined $247M — down 0.41% from $248M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CSM positions and 4 closed out — a net gain of 1 holder — while 12 added to existing stakes and 36 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.24M. The largest seller was B. Riley Wealth Advisors, cutting an estimated $8.06M.
- 87 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q2 2024, down from 88 in Q1 2024.
- Funds reported $247M of ProShares Large Cap Core Plus stock for Q2 2024, down 0.41% quarter-over-quarter.
- 5 funds opened new ProShares Large Cap Core Plus positions in Q2 2024 and 4 closed out, a net change of +1 holder.
- The largest ProShares Large Cap Core Plus buyer in Q2 2024 was Susquehanna International Group, an estimated $1.24M added.
- The largest ProShares Large Cap Core Plus seller in Q2 2024 was B. Riley Wealth Advisors, an estimated $8.06M sold.
Based on aggregated 13F filings for Q2 2024.