CSM icon

ProShares Large Cap Core Plus
CSM

Overview Fund Activity

76 hedge funds and large institutions have $243M invested in ProShares Large Cap Core Plus in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 11 closing their positions.

Holders
76
Holders Change
-10
Holders Change %
-11.63%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
21
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$16.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12.3M
3
LPL Financial
3
LPL Financial
California
$21.8M
4
AF
4
Apexium Financial
Texas
$7.06M
5
UBS Group
5
UBS Group
Switzerland
$6.34M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.6M
2
Jane Street
2
Jane Street
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.53M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.1M
5
Bank of America
5
Bank of America
North Carolina
$4.23M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$53.6M 1,267,432 -75,071 -6%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$35.3M 836,898 -1,313 -0.2%
LPL Financial
3
LPL Financial
California
$21.8M 516,100 +188,767 +58%
BRWA
4
B. Riley Wealth Advisors
Florida
$16.4M 388,017 +340,661 +719%
PS
5
Portfolio Strategies
New York
$12.3M 291,593 -6,077 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$12.3M 291,063 +243,672 +514%
Wells Fargo
7
Wells Fargo
California
$9.59M 226,957 +6,646 +3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$7.2M 170,478 -10,415 -6%
AF
9
Apexium Financial
Texas
$7.06M 167,025 +157,860 +1,722%
UBS Group
10
UBS Group
Switzerland
$6.34M 149,944 +12,282 +9%
MA
11
Mutual Advisors
Nebraska
$5.01M 118,521 -6,230 -5%
WW
12
Waterfront Wealth
Kansas
$4.67M 101,671 -4,299 -4%
LPT
13
Legacy Private Trust
Wisconsin
$4.5M 106,464 -7,218 -6%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.28M 101,229 -4,078 -4%
Bank of America
15
Bank of America
North Carolina
$4.23M 100,039 -11,485 -10%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.1M 96,939 -18,813 -16%
GCP
17
Gill Capital Partners
Colorado
$4.09M 96,814 -4,152 -4%
FIM
18
Freedom Investment Management
Connecticut
$2.15M 50,898 -2,277 -4%
AWM
19
AE Wealth Management
Kansas
$2.01M 47,628 +4,655 +11%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.53M 36,239 -22,466 -38%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$1.52M 35,869 +844 +2%
Stifel Financial
22
Stifel Financial
Missouri
$1.41M 33,354 +4,336 +15%
WS
23
Wedbush Securities
California
$1.34M 31,740 +2 +0%
AWS
24
AJ Wealth Strategies
New York
$1.28M 30,382 – –
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.21M 28,632 +298 +1%
1
2 3 4