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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

93 hedge funds and large institutions have $297M invested in ProShares Large Cap Core Plus in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 77 increasing their positions, 3 reducing their positions, and 7 closing their positions.

Holders
93
Holders Change
+6
Holders Change %
+6.9%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
77
Reduced
3
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$72M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$44.9M
3
Wells Fargo
3
Wells Fargo
California
$14.9M
4
PS
4
Portfolio Strategies
New York
$16.2M
5
BRWM
5
B. Riley Wealth Management
Tennessee
$15.5M

Top Sellers

1
IAA
1
Independent Advisor Alliance
North Carolina
$0
2
WP
2
WealthSource Partners
California
$0
3
SFPG
3
Stonebridge Financial Planning Group
Florida
$0
4
SCA
4
Snowden Capital Advisors
New York
$0
5
TCWM
5
Total Clarity Wealth Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$72M 1,338,337 +681,818 +104%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$44.9M 836,661 +418,511 +100%
PS
3
Portfolio Strategies
New York
$16.2M 300,922 +149,312 +98%
BRWM
4
B. Riley Wealth Management
Tennessee
$15.5M 288,278 +138,838 +93%
Wells Fargo
5
Wells Fargo
California
$14.9M 276,595 +151,598 +121%
LPL Financial
6
LPL Financial
California
$13.6M 252,229 +126,685 +101%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$9.49M 176,333 +80,812 +85%
UBS Group
8
UBS Group
Switzerland
$8.21M 152,532 +94,682 +164%
NFG
9
Nations Financial Group
Iowa
$7.68M 142,651 +125,281 +721%
MA
10
Mutual Advisors
Nebraska
$6.81M 126,500 +45,064 +55%
Bank of America
11
Bank of America
North Carolina
$6.74M 125,231 +69,620 +125%
LPT
12
Legacy Private Trust
Wisconsin
$6.38M 118,473 +58,313 +97%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$6.16M 114,492 +51,562 +82%
Osaic Holdings
14
Osaic Holdings
Arizona
$5.64M 105,222 +45,874 +77%
WW
15
Waterfront Wealth
Kansas
$5.62M 105,962 +51,290 +94%
GCP
16
Gill Capital Partners
Colorado
$5.43M 100,966 +48,448 +92%
FIM
17
Freedom Investment Management
Connecticut
$3.22M 59,730 +27,465 +85%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.11M 57,735 +31,250 +118%
Truist Financial
19
Truist Financial
North Carolina
$2.59M 48,049 +30,101 +168%
BRWA
20
B. Riley Wealth Advisors
Florida
$2.49M 46,239 +22,736 +97%
AWM
21
AE Wealth Management
Kansas
$2.32M 43,073 +43,073 New
Baird Financial Group
22
Baird Financial Group
Wisconsin
$1.78M 32,989 +19,019 +136%
WS
23
Wedbush Securities
California
$1.74M 32,238 +16,657 +107%
EA
24
Eudaimonia Advisors
Tennessee
$1.72M 31,887 +12,637 +66%
AWS
25
AJ Wealth Strategies
New York
$1.64M 30,382 +15,191 +100%
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