ProShares Large Cap Core Plus
CSM
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.
1.89% more ownership
Funds ownership: 59.5% → 61.39% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
2% less funds holding
Funds holding: 85 → 83 (-2)
5% less capital invested
Capital invested by funds: $242M → $229M (-$13.2M)
54% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$5.07M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$2.58M |
| 3 |
Cerity Partners
New York
|
+$1.55M |
| 4 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$685K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$383K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.81M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.74M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$989K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$958K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$594K |
CSM Hedge Fund Activity: Q3 2023 in Review
83 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q3 2023, worth a combined $229M — down 5.5% from $242M a quarter earlier.
Fund positioning in CSM was balanced in Q3 2023: 6 funds opened new positions, 6 closed out, 19 added to existing stakes and 41 trimmed.
The largest buyer was B. Riley Wealth Advisors, adding an estimated $5.07M. The largest seller was Morgan Stanley, cutting an estimated $3.81M.
- 83 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q3 2023, down from 85 in Q2 2023.
- Funds reported $229M of ProShares Large Cap Core Plus stock for Q3 2023, down 5.5% quarter-over-quarter.
- 6 funds opened new ProShares Large Cap Core Plus positions in Q3 2023 and 6 closed out, a net change of 0 holders.
- The largest ProShares Large Cap Core Plus buyer in Q3 2023 was B. Riley Wealth Advisors, an estimated $5.07M added.
- The largest ProShares Large Cap Core Plus seller in Q3 2023 was Morgan Stanley, an estimated $3.81M sold.
Based on aggregated 13F filings for Q3 2023.