ProShares Large Cap Core Plus
CSM
69 hedge funds and large institutions have $284M invested in ProShares Large Cap Core Plus in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 5 closing their positions.
64% more capital inflows, than outflows
Capital inflows: $15.8M | Capital outflows: $9.7M
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
5% more funds holding
Funds holding: 66 → 69 (+3)
5% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 20
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3.09% less ownership
Funds ownership: 41.5% → 38.41% (-3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Legacy Private Trust
Neenah,
Wisconsin
|
+$2.97M |
| 2 |
Evergreen Capital Management
Bellevue,
Washington
|
+$2.62M |
| 3 |
Jane Street
New York
|
+$1.81M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.06M |
| 5 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$977K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sargent Bickham Lagudis
Boulder,
Colorado
|
-$1.49M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.32M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.17M |
| 4 |
AF
AMG Funds
Stamford,
Connecticut
|
-$1.12M |
| 5 |
CWA
Cypress Wealth Advisors
San Francisco,
California
|
-$825K |
CSM Hedge Fund Activity: Q3 2017 in Review
69 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q3 2017, worth a combined $284M — up 6.4% from $266M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CSM positions and 5 closed out — a net gain of 3 holders — while 21 added to existing stakes and 20 trimmed.
The largest buyer was Legacy Private Trust, adding an estimated $2.97M. The largest seller was Sargent Bickham Lagudis, cutting an estimated $1.49M.
- 69 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q3 2017, up from 66 in Q2 2017.
- Funds reported $284M of ProShares Large Cap Core Plus stock for Q3 2017, up 6.4% quarter-over-quarter.
- 8 funds opened new ProShares Large Cap Core Plus positions in Q3 2017 and 5 closed out, a net change of +3 holders.
- The largest ProShares Large Cap Core Plus buyer in Q3 2017 was Legacy Private Trust, an estimated $2.97M added.
- The largest ProShares Large Cap Core Plus seller in Q3 2017 was Sargent Bickham Lagudis, an estimated $1.49M sold.
Based on aggregated 13F filings for Q3 2017.