ProShares Large Cap Core Plus
CSM
81 hedge funds and large institutions have $255M invested in ProShares Large Cap Core Plus in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 35 reducing their positions, and 7 closing their positions.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
1% more funds holding
Funds holding: 80 → 81 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.09% less ownership
Funds ownership: 56.76% → 56.67% (-0.09%)
29% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 35
30% less capital inflows, than outflows
Capital inflows: $14.4M | Capital outflows: $20.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$9.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$688K |
| 3 |
Bank of New York Mellon
New York
|
+$661K |
| 4 |
Wedbush Securities
Los Angeles,
California
|
+$529K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$408K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.54M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.39M |
| 3 |
B. Riley Wealth Management
Memphis,
Tennessee
|
-$2.41M |
| 4 |
Legacy Private Trust
Neenah,
Wisconsin
|
-$2.26M |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$1.8M |
CSM Hedge Fund Activity: Q1 2021 in Review
81 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q1 2021, worth a combined $255M — up 5.4% from $242M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CSM positions and 7 closed out — a net gain of 1 holder — while 25 added to existing stakes and 35 trimmed.
The largest buyer was Money Concepts Capital, adding an estimated $9.8M. The largest seller was Bank of America, cutting an estimated $3.54M.
- 81 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q1 2021, up from 80 in Q4 2020.
- Funds reported $255M of ProShares Large Cap Core Plus stock for Q1 2021, up 5.4% quarter-over-quarter.
- 8 funds opened new ProShares Large Cap Core Plus positions in Q1 2021 and 7 closed out, a net change of +1 holder.
- The largest ProShares Large Cap Core Plus buyer in Q1 2021 was Money Concepts Capital, an estimated $9.8M added.
- The largest ProShares Large Cap Core Plus seller in Q1 2021 was Bank of America, an estimated $3.54M sold.
Based on aggregated 13F filings for Q1 2021.