ProShares Large Cap Core Plus
CSM
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.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
6% more funds holding
Funds holding: 80 → 85 (+5)
2.33% less ownership
Funds ownership: 61.83% → 59.5% (-2.3%)
9% less capital invested
Capital invested by funds: $267M → $242M (-$24.8M)
59% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 39
Top Buyers
Top Sellers
| 1 |
LPL Financial
San Diego,
California
|
-$17.1M |
| 2 |
PS
Portfolio Strategies
Monsey,
New York
|
-$13.4M |
| 3 |
Morgan Stanley
New York
|
-$12.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$3M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.25M |
CSM Hedge Fund Activity: Q2 2023 in Review
85 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q2 2023, worth a combined $242M — down 9.3% from $267M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CSM positions and 5 closed out — a net gain of 5 holders — while 16 added to existing stakes and 39 trimmed.
The largest buyer was Onyx Bridge Wealth Group, opening a new position worth an estimated $6.12M. The largest seller was LPL Financial, cutting an estimated $17.1M.
- 85 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q2 2023, up from 80 in Q1 2023.
- Funds reported $242M of ProShares Large Cap Core Plus stock for Q2 2023, down 9.3% quarter-over-quarter.
- 10 funds opened new ProShares Large Cap Core Plus positions in Q2 2023 and 5 closed out, a net change of +5 holders.
- The largest ProShares Large Cap Core Plus buyer in Q2 2023 was Onyx Bridge Wealth Group, an estimated $6.12M added.
- The largest ProShares Large Cap Core Plus seller in Q2 2023 was LPL Financial, an estimated $17.1M sold.
Based on aggregated 13F filings for Q2 2023.