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ProShares Large Cap Core Plus
CSM

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, 25 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

7% more funds holding

Funds holding: 87 → 93 (+6)

3% more capital invested

Capital invested by funds: $288M → $297M (+$8.53M)

22% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 32

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

55.21% less ownership

Funds ownership: 112.09% → 56.88% (-55%)

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
25
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFG
Nations Financial Group
Iowa
+$5.71M
2
AWM
AE Wealth Management
Kansas
+$2.28M
3
UBS Group
UBS Group
Switzerland
+$1.95M
4
Wells Fargo
Wells Fargo
California
+$1.41M
5
Morgan Stanley
Morgan Stanley
New York
+$1.34M

Top Sellers

1
MA
Mutual Advisors
Nebraska
-$1.92M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$778K
3
Osaic Holdings
Osaic Holdings
Arizona
-$713K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$602K
5
BRWM
B. Riley Wealth Management
Tennessee
-$561K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$72M +$1.34M +25,299 +2%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$44.9M +$19.1K +361 +0%
PS
3
Portfolio Strategies
New York
$16.2M -$122K -2,298 -0.8%
BRWM
4
B. Riley Wealth Management
Tennessee
$15.5M -$561K -10,602 -4%
Wells Fargo
5
Wells Fargo
California
$14.9M +$1.41M +26,601 +11%
LPL Financial
6
LPL Financial
California
$13.6M +$60.4K +1,141 +0.5%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$9.49M -$778K -14,709 -8%
UBS Group
8
UBS Group
Switzerland
$8.21M +$1.95M +36,832 +32%
NFG
9
Nations Financial Group
Iowa
$7.68M +$5.71M +107,911 +311%
MA
10
Mutual Advisors
Nebraska
$6.81M -$1.92M -36,372 -22%
Bank of America
11
Bank of America
North Carolina
$6.74M +$741K +14,009 +13%
LPT
12
Legacy Private Trust
Wisconsin
$6.38M -$97.8K -1,847 -2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$6.16M -$602K -11,368 -9%
Osaic Holdings
14
Osaic Holdings
Arizona
$5.64M -$713K -13,474 -11%
WW
15
Waterfront Wealth
Kansas
$5.62M -$179K -3,382 -3%
GCP
16
Gill Capital Partners
Colorado
$5.43M -$215K -4,070 -4%
FIM
17
Freedom Investment Management
Connecticut
$3.21M -$254K -4,800 -7%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.11M +$252K +4,765 +9%
Truist Financial
19
Truist Financial
North Carolina
$2.59M +$643K +12,153 +34%
BRWA
20
B. Riley Wealth Advisors
Florida
$2.49M -$40.6K -767 -2%
AWM
21
AE Wealth Management
Kansas
$2.32M +$2.28M +43,073 New
Baird Financial Group
22
Baird Financial Group
Wisconsin
$1.78M +$267K +5,049 +18%
WS
23
Wedbush Securities
California
$1.74M +$56.9K +1,076 +3%
EA
24
Eudaimonia Advisors
Tennessee
$1.72M -$350K -6,613 -17%
AWS
25
AJ Wealth Strategies
New York
$1.64M – – –
1
2 3 4

CSM Hedge Fund Activity: Q1 2022 in Review

93 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q1 2022, worth a combined $297M — up 3% from $288M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CSM positions and 7 closed out — a net gain of 6 holders — while 25 added to existing stakes and 32 trimmed.

The largest buyer was Nations Financial Group, adding an estimated $5.71M. The largest seller was Mutual Advisors, cutting an estimated $1.92M.

  • 93 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q1 2022, up from 87 in Q4 2021.
  • Funds reported $297M of ProShares Large Cap Core Plus stock for Q1 2022, up 3% quarter-over-quarter.
  • 13 funds opened new ProShares Large Cap Core Plus positions in Q1 2022 and 7 closed out, a net change of +6 holders.
  • The largest ProShares Large Cap Core Plus buyer in Q1 2022 was Nations Financial Group, an estimated $5.71M added.
  • The largest ProShares Large Cap Core Plus seller in Q1 2022 was Mutual Advisors, an estimated $1.92M sold.

Based on aggregated 13F filings for Q1 2022.