CSM icon

ProShares Large Cap Core Plus
CSM

Overview Fund Activity

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.

Holders
87
Holders Change
-1
Holders Change %
-1.14%
% 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
5
Increased
12
Reduced
36
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.29M
2
Morgan Stanley
2
Morgan Stanley
New York
$53.6M
3
RJA
3
Raymond James & Associates
Florida
$1.2M
4
Bank of America
4
Bank of America
North Carolina
$8.1M
5
HWA
5
HCR Wealth Advisors
California
$310K

Top Sellers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$16.4M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.93M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$48.4M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$6.77M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
PCA
76
Providence Capital Advisors
North Carolina
$77.4K 1,248 – –
HWA
77
HHM Wealth Advisors
Tennessee
$72.6K 1,170 – –
JFA
78
JNBA Financial Advisors
Minnesota
$65.1K 1,050 – –
ADL
79
Asset Dedication LLC
California
$55.9K 901 – –
SVCP
80
Silicon Valley Capital Partners
California
$38.9K 627 – –
TFA
81
Toth Financial Advisory
Virginia
$30.4K 490 – –
FPF
82
First Pacific Financial
Washington
$28.3K 456 – –
WBC
83
West Branch Capital
Massachusetts
$12.7K 204 – –
PS
84
Principal Securities
Iowa
$8.64K 139 – –
HIA
85
Harbor Investment Advisory
Maryland
$7.69K 124 – –
NFSG
86
Newbridge Financial Services Group
Florida
$2.11K 34 – –
DFA
87
DHJJ Financial Advisors
Illinois
$249 4 – –
SWM
88
Soundmark Wealth Management
Washington
– – -4,396 Closed
GRP
89
Global Retirement Partners
California
– – -4,096 Closed
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
– – -285 Closed
AssetMark Inc
91
AssetMark Inc
California
– – -66 Closed
CFGS
92
Concourse Financial Group Securities
Alabama
– – – –
1 2 3
4