ProShares Large Cap Core Plus
CSM
80 hedge funds and large institutions have $268M 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.
3% more capital invested
Capital invested by funds: $260M → $268M (+$7.5M)
0.07% less ownership
Funds ownership: 61.9% → 61.83% (-0.07%)
8% less funds holding
Funds holding: 87 → 80 (-7)
47% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 36
55% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 11
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$5.52M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$2.13M |
| 3 |
NWA
Navis Wealth Advisors
Rye Brook,
New York
|
+$396K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$369K |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$254K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.92M |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$2.48M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.12M |
| 4 |
Morgan Stanley
New York
|
-$2M |
| 5 |
AF
Apexium Financial
Dallas,
Texas
|
-$1.66M |
CSM Hedge Fund Activity: Q1 2023 in Review
80 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q1 2023, worth a combined $268M — up 2.9% from $260M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of CSM and 5 opened new positions — a net loss of 6 holders — while 36 trimmed existing stakes and 19 added.
The largest buyer was Wells Fargo, adding an estimated $5.52M. The largest seller was Envestnet Asset Management, cutting an estimated $2.92M.
- 80 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q1 2023, down from 87 in Q4 2022.
- Funds reported $268M of ProShares Large Cap Core Plus stock for Q1 2023, up 2.9% quarter-over-quarter.
- 5 funds opened new ProShares Large Cap Core Plus positions in Q1 2023 and 11 closed out, a net change of -6 holders.
- The largest ProShares Large Cap Core Plus buyer in Q1 2023 was Wells Fargo, an estimated $5.52M added.
- The largest ProShares Large Cap Core Plus seller in Q1 2023 was Envestnet Asset Management, an estimated $2.92M sold.
Based on aggregated 13F filings for Q1 2023.