CSM icon

ProShares Large Cap Core Plus
CSM

Overview Fund Activity

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.

Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.43%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
25
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCC
1
Money Concepts Capital
Florida
$11.2M
2
Wells Fargo
2
Wells Fargo
California
$9.7M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$7.66M
4
WS
4
Wedbush Securities
California
$1.72M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$8.93M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.26M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$945K
3
BRWM
3
B. Riley Wealth Management
Tennessee
$12.3M
4
LPT
4
Legacy Private Trust
Wisconsin
$6.12M
5
MA
5
Mutual Advisors
Nebraska
$7.94M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$63.4M 694,492 +1,151 +0.2%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$39.7M 435,306 -3,075 -0.7%
LPL Financial
3
LPL Financial
California
$15.3M 168,061 -1,089 -0.6%
BRWM
4
B. Riley Wealth Management
Tennessee
$12.3M 135,058 -27,292 -17%
MCC
5
Money Concepts Capital
Florida
$11.2M 122,339 +111,637 +1,043%
Wells Fargo
6
Wells Fargo
California
$9.7M 106,214 +7,804 +8%
Osaic Holdings
7
Osaic Holdings
Arizona
$8.93M 97,783 +4,626 +5%
MA
8
Mutual Advisors
Nebraska
$7.94M 86,998 -20,373 -19%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$7.66M 83,886 +7,505 +10%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$7.31M 80,070 -6,207 -7%
GCP
11
Gill Capital Partners
Colorado
$7.16M 78,481 -10,828 -12%
LPT
12
Legacy Private Trust
Wisconsin
$6.12M 67,029 -25,639 -28%
WW
13
Waterfront Wealth
Kansas
$5.5M 59,600 +1,203 +2%
Bank of America
14
Bank of America
North Carolina
$5.26M 57,657 -40,133 -41%
UBS Group
15
UBS Group
Switzerland
$5.21M 57,102 -8,172 -13%
MCM
16
Mainstay Capital Management
Michigan
$3.58M 39,166 +2,022 +5%
FIM
17
Freedom Investment Management
Connecticut
$3.24M 35,486 -10,469 -23%
BRWA
18
B. Riley Wealth Advisors
Florida
$2.25M 24,663 +1,464 +6%
MFG
19
Merit Financial Group
Georgia
$1.75M 19,188 -2,120 -10%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.73M 18,914 -3,567 -16%
WS
21
Wedbush Securities
California
$1.72M 18,856 +5,997 +47%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.72M 18,838 -334 -2%
AF
23
Apexium Financial
Texas
$1.68M 18,446 +1,012 +6%
LFAS
24
Level Four Advisory Services
Texas
$1.67M 18,300 -24 -0.1%
AWS
25
AJ Wealth Strategies
New York
$1.46M 15,973 +728 +5%
1
2 3 4