ProShares Large Cap Core Plus
CSM
87 hedge funds and large institutions have $238M invested in ProShares Large Cap Core Plus in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 38 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
5% more funds holding
Funds holding: 83 → 87 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.96% less ownership
Funds ownership: 61.3% → 58.33% (-3%)
53% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 38
75% less capital inflows, than outflows
Capital inflows: $5.72M | Capital outflows: $22.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.91M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$654K |
| 3 |
AE Wealth Management
Topeka,
Kansas
|
+$560K |
| 4 |
Morgan Stanley
New York
|
+$338K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$335K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$6.39M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$4.53M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.05M |
| 4 |
Apexium Financial
Dallas,
Texas
|
-$1.88M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.68M |
CSM Hedge Fund Activity: Q4 2023 in Review
87 of the 6,875 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q4 2023, worth a combined $238M — up 4.2% from $229M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CSM positions and 3 closed out — a net gain of 4 holders — while 18 added to existing stakes and 38 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.91M. The largest seller was B. Riley Wealth Advisors, cutting an estimated $6.39M.
- 87 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q4 2023, up from 83 in Q3 2023.
- Funds reported $238M of ProShares Large Cap Core Plus stock for Q4 2023, up 4.2% quarter-over-quarter.
- 7 funds opened new ProShares Large Cap Core Plus positions in Q4 2023 and 3 closed out, a net change of +4 holders.
- The largest ProShares Large Cap Core Plus buyer in Q4 2023 was Wells Fargo, an estimated $1.91M added.
- The largest ProShares Large Cap Core Plus seller in Q4 2023 was B. Riley Wealth Advisors, an estimated $6.39M sold.
Based on aggregated 13F filings for Q4 2023.