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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
+$5.71M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.28M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.95M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.41M |
| 5 |
Morgan Stanley
New York
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$1.92M |
| 2 |
Bank of New York Mellon
New York
|
-$778K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$713K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$602K |
| 5 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$561K |
CSM Hedge Fund Activity: Q1 2022 in Review
93 of the 6,360 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.