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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$1.62M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.26M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$445K |
| 4 |
OC
Oppenheimer & Co
New York
|
+$351K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$338K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$24.7M |
| 2 |
LPL Financial
San Diego,
California
|
-$3.79M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.46M |
| 4 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$1.24M |
| 5 |
Bank of New York Mellon
New York
|
-$717K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$339K | -5,323 | Closed |
|
|
WE
102
Wealth Effects
Boston,
Massachusetts
| – | -$204K | -3,203 | Closed |
|
|
RCA
103
Runnymede Capital Advisors
Dublin,
Ohio
| – | -$33.1K | -520 | Closed |
|
|
SIM
104
Synergy Investment Management
Altamonte Springs,
Florida
| – | -$5.86K | -92 | Closed |
|
105
Russell Investments Group
London,
United Kingdom
| – | -$2.17K | -34 | Closed |
|
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.