ProShares Large Cap Core Plus
CSM
87 hedge funds and large institutions have $260M invested in ProShares Large Cap Core Plus in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 2 closing their positions.
600% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 2
14% more funds holding
Funds holding: 76 → 87 (+11)
7% more capital invested
Capital invested by funds: $243M → $260M (+$17.3M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.22% less ownership
Funds ownership: 62.12% → 61.9% (-0.22%)
18% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2M |
| 2 |
LPL Financial
San Diego,
California
|
+$970K |
| 3 |
AF
Apexium Financial
Dallas,
Texas
|
+$722K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$473K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$287K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.52M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.38M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$565K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$502K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$360K |
CSM Hedge Fund Activity: Q4 2022 in Review
87 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q4 2022, worth a combined $260M — up 7.1% from $243M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new CSM positions and 2 closed out — a net gain of 12 holders — while 23 added to existing stakes and 28 trimmed.
The largest buyer was Bank of America, adding an estimated $2M. The largest seller was Morgan Stanley, cutting an estimated $1.52M.
- 87 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q4 2022, up from 76 in Q3 2022.
- Funds reported $260M of ProShares Large Cap Core Plus stock for Q4 2022, up 7.1% quarter-over-quarter.
- 14 funds opened new ProShares Large Cap Core Plus positions in Q4 2022 and 2 closed out, a net change of +12 holders.
- The largest ProShares Large Cap Core Plus buyer in Q4 2022 was Bank of America, an estimated $2M added.
- The largest ProShares Large Cap Core Plus seller in Q4 2022 was Morgan Stanley, an estimated $1.52M sold.
Based on aggregated 13F filings for Q4 2022.