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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

83 hedge funds and large institutions have $229M invested in ProShares Large Cap Core Plus in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 41 reducing their positions, and 6 closing their positions.

Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
19
Reduced
41
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$19.5M
2
MA
2
Mutual Advisors
Nebraska
$7.47M
3
Cerity Partners
3
Cerity Partners
New York
$1.48M
4
CA
4
Clearstead Advisors
Ohio
$674K
5
AWM
5
AE Wealth Management
Kansas
$3.25M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$41.7M
2
UBS Group
2
UBS Group
Switzerland
$2.74M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.06M
4
Wells Fargo
4
Wells Fargo
California
$12.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.03M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$41.7M 853,973 -74,576 -8%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$39.5M 809,269 -9,488 -1%
BRWA
3
B. Riley Wealth Advisors
Florida
$19.5M 398,841 +99,167 +33%
Wells Fargo
4
Wells Fargo
California
$12.6M 257,495 -18,754 -7%
LPL Financial
5
LPL Financial
California
$8.57M 175,596 +1,751 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$8.41M 172,264 -2,419 -1%
AF
7
Apexium Financial
Texas
$8.29M 169,878 -9,089 -5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$7.6M 155,607 -8,809 -5%
MA
9
Mutual Advisors
Nebraska
$7.47M 153,112 +50,452 +49%
OBWG
10
Onyx Bridge Wealth Group
New York
$6.19M 126,717 -66 -0.1%
Bank of America
11
Bank of America
North Carolina
$5.81M 119,044 -6,213 -5%
WW
12
Waterfront Wealth
Kansas
$5.25M 108,744 +6,844 +7%
LPT
13
Legacy Private Trust
Wisconsin
$4.97M 101,796 -1,302 -1%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.3M 88,066 -9,326 -10%
GCP
15
Gill Capital Partners
Colorado
$4.11M 84,283 -4,186 -5%
Stifel Financial
16
Stifel Financial
Missouri
$4.07M 83,419 +2,753 +3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.63M 74,272 -1,452 -2%
AWM
18
AE Wealth Management
Kansas
$3.25M 66,580 +7,488 +13%
UBS Group
19
UBS Group
Switzerland
$2.74M 56,154 -34,019 -38%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$2.11M 43,231 -974 -2%
FIM
21
Freedom Investment Management
Connecticut
$2.06M 42,151 -3,949 -9%
Cerity Partners
22
Cerity Partners
New York
$1.48M 30,382 +30,382 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.32M 27,010 -35 -0.1%
LIM
24
Leavell Investment Management
Alabama
$1.23M 25,246 -812 -3%
CMS
25
Capital Market Strategies
Florida
$1.1M 22,878 -400 -2%
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