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ProShares Large Cap Core Plus
CSM

99 hedge funds and large institutions have $246M invested in ProShares Large Cap Core Plus in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

2% more funds holding

Funds holding: 97 → 99 (+2)

1% more capital invested

Capital invested by funds: $244M → $246M (+$2.26M)

0.1% more ownership

Funds ownership: 55.13% → 55.23% (+0.1%)

53% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 40

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
99
Holders Change
+2
Holders Change %
+2.06%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
19
Reduced
40
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$1.62M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.26M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$445K
4
OC
Oppenheimer & Co
New York
+$351K
5
First Trust Advisors
First Trust Advisors
Illinois
+$338K

Top Sellers

Rank Fund Capital Flow
1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$24.7M
2
LPL Financial
LPL Financial
California
-$3.79M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.46M
4
LPT
Legacy Private Trust
Wisconsin
-$1.24M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$717K
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
76
Equitable Holdings
New York
$244K -$2.61K -40 -1%
CSC
77
Caldwell Sutter Capital
California
$235K – – –
KWA
78
Kingswood Wealth Advisors
California
$223K +$206K +3,159 New
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$206K +$189K +2,896 New
HWA
80
HHM Wealth Advisors
Tennessee
$201K +$121K +1,848 +185%
JCFM
81
JBR Co Financial Management
Oklahoma
$200K +$186K +2,845 New
PTC
82
Private Trust Company
Ohio
$194K -$131K -2,004 -42%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$151K – – –
JFA
84
JNBA Financial Advisors
Minnesota
$74K – – –
HFS
85
Hopwood Financial Services
Virginia
$56.4K – – –
SVCP
86
Silicon Valley Capital Partners
California
$44.7K +$130 +2 +0.3%
SAM
87
S.A. Mason
Michigan
$43.8K +$130 +2 +0.3%
FPF
88
First Pacific Financial
Washington
$32.1K – – –
JP Morgan Chase
89
JP Morgan Chase
New York
$26K +$24.1K +369 New
WA
90
WPG Advisers
Maryland
$24.8K – – –
WBC
91
West Branch Capital
Massachusetts
$14.5K – – –
GRP
92
Global Retirement Partners
California
$13.4K +$12.4K +190 New
OP
93
ORG Partners
Indiana
$12.8K +$11.8K +181 New
TFA
94
Toth Financial Advisory
Virginia
$12.7K – – –
PS
95
Principal Securities
Iowa
$9.93K +$65 +1 +0.7%
HIA
96
Harbor Investment Advisory
Maryland
$8.74K – – –
UBS Group
97
UBS Group
Switzerland
$7.4K -$233K -3,565 -97%
NFSG
98
Newbridge Financial Services Group
Florida
$2.4K – – –
DFA
99
DHJJ Financial Advisors
Illinois
$282 – – –
GS
100
GWN Securities
Florida
– -$713K -10,569 Closed
1 2 3
4
5

CSM Hedge Fund Activity: Q2 2025 in Review

99 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q2 2025, worth a combined $246M — up 0.92% from $244M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CSM positions and 6 closed out — a net gain of 2 holders — while 19 added to existing stakes and 40 trimmed.

The largest buyer was Stifel Financial, adding an estimated $1.62M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $24.7M.

  • 99 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q2 2025, up from 97 in Q1 2025.
  • Funds reported $246M of ProShares Large Cap Core Plus stock for Q2 2025, up 0.92% quarter-over-quarter.
  • 8 funds opened new ProShares Large Cap Core Plus positions in Q2 2025 and 6 closed out, a net change of +2 holders.
  • The largest ProShares Large Cap Core Plus buyer in Q2 2025 was Stifel Financial, an estimated $1.62M added.
  • The largest ProShares Large Cap Core Plus seller in Q2 2025 was Kayne Anderson Rudnick Investment Management, an estimated $24.7M sold.

Based on aggregated 13F filings for Q2 2025.