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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

80 hedge funds and large institutions have $267M invested in ProShares Large Cap Core Plus in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
80
Holders Change
-7
Holders Change %
-8.05%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
19
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$16.1M
2
Stifel Financial
2
Stifel Financial
Missouri
$3.77M
3
RA
3
Regis Acquisition
Colorado
$932K
4
CPRC
4
Consolidated Portfolio Review Corp
New York
$646K
5
NWA
5
Navis Wealth Advisors
New York
$400K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.6M
2
BRWA
2
B. Riley Wealth Advisors
Florida
$15.9M
3
UBS Group
3
UBS Group
Switzerland
$4.49M
4
Morgan Stanley
4
Morgan Stanley
New York
$56.8M
5
AF
5
Apexium Financial
Texas
$7.04M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$56.8M 1,191,562 -42,467 -3%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$39.8M 833,370 -1,923 -0.2%
LPL Financial
3
LPL Financial
California
$25.2M 527,886 -9,481 -2%
Wells Fargo
4
Wells Fargo
California
$16.1M 338,474 +116,927 +53%
BRWA
5
B. Riley Wealth Advisors
Florida
$15.9M 334,289 -52,553 -14%
PS
6
Portfolio Strategies
New York
$13.4M 281,949 -5,784 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.6M 221,379 -61,793 -22%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$8.3M 174,031 -895 -0.5%
AF
9
Apexium Financial
Texas
$7.04M 147,657 -35,189 -19%
Bank of America
10
Bank of America
North Carolina
$6M 125,862 -18,101 -13%
LPT
11
Legacy Private Trust
Wisconsin
$4.97M 104,347 -1,949 -2%
Osaic Holdings
12
Osaic Holdings
Arizona
$4.7M 98,569 -8,742 -8%
WW
13
Waterfront Wealth
Kansas
$4.62M 96,952 -900 -0.9%
MA
14
Mutual Advisors
Nebraska
$4.6M 96,415 -17,116 -15%
UBS Group
15
UBS Group
Switzerland
$4.49M 94,089 -44,849 -32%
GCP
16
Gill Capital Partners
Colorado
$4.41M 92,615 -3,887 -4%
Stifel Financial
17
Stifel Financial
Missouri
$3.77M 79,053 +45,063 +133%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.71M 77,900 -10,939 -12%
AWM
19
AE Wealth Management
Kansas
$2.64M 55,398 +4,747 +9%
FIM
20
Freedom Investment Management
Connecticut
$2.26M 47,324 -3,477 -7%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$2.11M 44,237 +4,502 +11%
AWS
22
AJ Wealth Strategies
New York
$1.45M 30,382 – –
WS
23
Wedbush Securities
California
$1.35M 28,334 -50 -0.2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.28M 26,850 -1,313 -5%
LIM
25
Leavell Investment Management
Alabama
$1.26M 26,458 – –
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