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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

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.

Holders
87
Holders Change
+11
Holders Change %
+14.47%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
23
Reduced
28
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$6.47M
2
LPL Financial
2
LPL Financial
California
$24.1M
3
AF
3
Apexium Financial
Texas
$8.21M
4
PFG
4
Prosperity Financial Group
California
$664K
5
WP
5
WealthPLAN Partners
Nebraska
$511K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$55.4M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$265K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.99M
4
UBS Group
4
UBS Group
Switzerland
$6.24M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$55.4M 1,234,029 -33,403 -3%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$37.6M 835,293 -1,605 -0.2%
LPL Financial
3
LPL Financial
California
$24.1M 537,367 +21,267 +4%
BRWA
4
B. Riley Wealth Advisors
Florida
$17.4M 386,842 -1,175 -0.3%
PS
5
Portfolio Strategies
New York
$12.9M 287,733 -3,860 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$12.7M 283,172 -7,891 -3%
Wells Fargo
7
Wells Fargo
California
$9.95M 221,547 -5,410 -2%
AF
8
Apexium Financial
Texas
$8.21M 182,846 +15,821 +9%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$7.86M 174,926 +4,448 +3%
Bank of America
10
Bank of America
North Carolina
$6.47M 143,963 +43,924 +44%
UBS Group
11
UBS Group
Switzerland
$6.24M 138,938 -11,006 -7%
MA
12
Mutual Advisors
Nebraska
$5.1M 113,531 -4,990 -4%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.82M 107,311 +10,372 +11%
LPT
14
Legacy Private Trust
Wisconsin
$4.77M 106,296 -168 -0.2%
WW
15
Waterfront Wealth
Kansas
$4.73M 97,852 -3,819 -4%
GCP
16
Gill Capital Partners
Colorado
$4.33M 96,502 -312 -0.3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.99M 88,839 -12,390 -12%
FIM
18
Freedom Investment Management
Connecticut
$2.28M 50,801 -97 -0.2%
AWM
19
AE Wealth Management
Kansas
$2.27M 50,651 +3,023 +6%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$1.78M 39,735 +3,866 +11%
Stifel Financial
21
Stifel Financial
Missouri
$1.53M 33,990 +636 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.37M 30,525 +6,289 +26%
AWS
23
AJ Wealth Strategies
New York
$1.36M 30,382 – –
WS
24
Wedbush Securities
California
$1.28M 28,384 -3,356 -11%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.26M 28,163 -469 -2%
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