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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

85 hedge funds and large institutions have $242M invested in ProShares Large Cap Core Plus in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 39 reducing their positions, and 5 closing their positions.

Holders
85
Holders Change
+5
Holders Change %
+6.25%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
16
Reduced
39
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OBWG
1
Onyx Bridge Wealth Group
New York
$6.47M
2
AF
2
Apexium Financial
Texas
$9.13M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.09M
4
BW
4
Bison Wealth
Georgia
$552K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.67M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$8.87M
2
PS
2
Portfolio Strategies
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$47.4M
4
Wells Fargo
4
Wells Fargo
California
$14.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.91M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$47.4M 928,549 -263,013 -22%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$41.7M 818,757 -14,613 -2%
BRWA
3
B. Riley Wealth Advisors
Florida
$15.3M 299,674 -34,615 -10%
Wells Fargo
4
Wells Fargo
California
$14.1M 276,249 -62,225 -18%
AF
5
Apexium Financial
Texas
$9.13M 178,967 +31,310 +21%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$8.91M 174,683 -46,696 -21%
LPL Financial
7
LPL Financial
California
$8.87M 173,845 -354,041 -67%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$8.39M 164,416 -9,615 -6%
OBWG
9
Onyx Bridge Wealth Group
New York
$6.47M 126,783 +126,783 New
Bank of America
10
Bank of America
North Carolina
$6.39M 125,257 -605 -0.5%
WW
11
Waterfront Wealth
Kansas
$5.37M 101,900 +4,948 +5%
LPT
12
Legacy Private Trust
Wisconsin
$5.26M 103,098 -1,249 -1%
MA
13
Mutual Advisors
Nebraska
$5.24M 102,660 +6,245 +6%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.97M 97,392 -1,177 -1%
UBS Group
15
UBS Group
Switzerland
$4.6M 90,173 -3,916 -4%
GCP
16
Gill Capital Partners
Colorado
$4.51M 88,469 -4,146 -4%
Stifel Financial
17
Stifel Financial
Missouri
$4.12M 80,666 +1,613 +2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.86M 75,724 -2,176 -3%
AWM
19
AE Wealth Management
Kansas
$3.02M 59,092 +3,694 +7%
FIM
20
Freedom Investment Management
Connecticut
$2.35M 46,100 -1,224 -3%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$2.26M 44,205 -32 -0.1%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.09M 41,025 +27,297 +199%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.67M 32,743 +9,510 +41%
AWS
24
AJ Wealth Strategies
New York
$1.55M 30,382 – –
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.38M 27,045 +195 +0.7%
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