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ProShares Large Cap Core Plus
CSM

97 hedge funds and large institutions have $244M invested in ProShares Large Cap Core Plus in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 33 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

3% more funds holding

Funds holding: 94 → 97 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.34% less ownership

Funds ownership: 58.48% → 55.13% (-3.3%)

9% less capital invested

Capital invested by funds: $269M → $244M (-$25M)

45% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 33

Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
18
Reduced
33
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$3.34M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.14M
3
SAM
Silvercrest Asset Management
New York
+$1.09M
4
GS
GWN Securities
Florida
+$705K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$620K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.1M
2
LPT
Legacy Private Trust
Wisconsin
-$1.29M
3
Bank of America
Bank of America
North Carolina
-$755K
4
Wells Fargo
Wells Fargo
California
-$624K
5
GCP
Gill Capital Partners
Colorado
-$419K
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
76
Equitable Holdings
New York
$223K – – –
FFN
77
Focus Financial Network
Minnesota
$222K -$2.33K -35 -1%
WRPWM
78
Werba Rubin Papier Wealth Management
California
$221K – – –
CSC
79
Caldwell Sutter Capital
California
$212K – – –
WE
80
Wealth Effects
Massachusetts
$204K – – –
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$137K – – –
JFA
82
JNBA Financial Advisors
Minnesota
$66.9K – – –
HWA
83
HHM Wealth Advisors
Tennessee
$63.7K -$11.3K -170 -15%
HFS
84
Hopwood Financial Services
Virginia
$51K – – –
SVCP
85
Silicon Valley Capital Partners
California
$40.1K – – –
SAM
86
S.A. Mason
Michigan
$39.4K +$4.07K +61 +11%
RCA
87
Runnymede Capital Advisors
Ohio
$33.1K – – –
FPF
88
First Pacific Financial
Washington
$29K – – –
WA
89
WPG Advisers
Maryland
$22.4K +$23.5K +352 New
WBC
90
West Branch Capital
Massachusetts
$13.1K – – –
TFA
91
Toth Financial Advisory
Virginia
$11.5K – – –
PS
92
Principal Securities
Iowa
$9.29K – – –
HIA
93
Harbor Investment Advisory
Maryland
$7.9K – – –
SIM
94
Synergy Investment Management
Florida
$5.86K +$6.14K +92 New
NFSG
95
Newbridge Financial Services Group
Florida
$2.17K – – –
Russell Investments Group
96
Russell Investments Group
United Kingdom
$2.17K – – –
DFA
97
DHJJ Financial Advisors
Illinois
$255 – – –
JCFM
98
JBR Co Financial Management
Oklahoma
– -$281K -4,245 Closed
AWS
99
Atria Wealth Solutions
New York
– -$232K -3,515 Closed
LDB
100
Lee, Danner & Bass
Tennessee
– -$52.9K -800 Closed
1 2 3
4

CSM Hedge Fund Activity: Q1 2025 in Review

97 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q1 2025, worth a combined $244M — down 9.3% from $269M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CSM positions and 3 closed out — a net gain of 5 holders — while 18 added to existing stakes and 33 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.34M. The largest seller was Morgan Stanley, cutting an estimated $3.1M.

  • 97 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q1 2025, up from 94 in Q4 2024.
  • Funds reported $244M of ProShares Large Cap Core Plus stock for Q1 2025, down 9.3% quarter-over-quarter.
  • 8 funds opened new ProShares Large Cap Core Plus positions in Q1 2025 and 3 closed out, a net change of +5 holders.
  • The largest ProShares Large Cap Core Plus buyer in Q1 2025 was LPL Financial, an estimated $3.34M added.
  • The largest ProShares Large Cap Core Plus seller in Q1 2025 was Morgan Stanley, an estimated $3.1M sold.

Based on aggregated 13F filings for Q1 2025.