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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

94 hedge funds and large institutions have $269M invested in ProShares Large Cap Core Plus in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 4 closing their positions.

Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
21
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.47M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.92M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$16.6M
4
PFS
4
Prospera Financial Services
Texas
$558K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.2M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$19.7M
2
WA
2
Win Advisors
Florida
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$57.2M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.66M
5
Bank of America
5
Bank of America
North Carolina
$6.44M
Name Market Value Shares Shares
Change 		Shares
Change %
WE
76
Wealth Effects
Massachusetts
$212K 3,203 – –
PTC
77
Private Trust Company
Ohio
$168K 2,537 +587 +30%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$142K 2,144 – –
HWA
79
HHM Wealth Advisors
Tennessee
$77.4K 1,170 – –
JFA
80
JNBA Financial Advisors
Minnesota
$69.5K 1,050 – –
HFS
81
Hopwood Financial Services
Virginia
$52.9K 800 +800 New
LDB
82
Lee, Danner & Bass
Tennessee
$52.9K 800 +800 New
SVCP
83
Silicon Valley Capital Partners
California
$41.8K 632 +4 +0.6%
SAM
84
S.A. Mason
Michigan
$36.9K 558 +558 New
RCA
85
Runnymede Capital Advisors
Ohio
$34.4K 520 +520 New
FPF
86
First Pacific Financial
Washington
$30.1K 456 – –
UBS Group
87
UBS Group
Switzerland
$19.6K 297 +297 New
WBC
88
West Branch Capital
Massachusetts
$13.6K 206 +1 +0.5%
TFA
89
Toth Financial Advisory
Virginia
$11.9K 180 – –
PS
90
Principal Securities
Iowa
$9.29K 140 – –
HIA
91
Harbor Investment Advisory
Maryland
$8.2K 124 – –
NFSG
92
Newbridge Financial Services Group
Florida
$2.25K 34 – –
Russell Investments Group
93
Russell Investments Group
United Kingdom
$2.25K 34 +34 New
DFA
94
DHJJ Financial Advisors
Illinois
$265 4 – –
WA
95
Win Advisors
Florida
– – -63,063 Closed
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
– – -6,904 Closed
PCA
97
Providence Capital Advisors
North Carolina
– – -1,248 Closed
ADL
98
Asset Dedication LLC
California
– – -881 Closed
CFGS
99
Concourse Financial Group Securities
Alabama
– – – –
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4