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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

87 hedge funds and large institutions have $285M 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.

Holders
87
Holders Change
+4
Holders Change %
+4.82%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
18
Reduced
38
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$94.3M
2
Wells Fargo
2
Wells Fargo
California
$16.2M
3
Stifel Financial
3
Stifel Financial
Missouri
$5.27M
4
AWM
4
AE Wealth Management
Kansas
$4.36M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.52M

Top Sellers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$15M
2
MA
2
Mutual Advisors
Nebraska
$3.51M
3
UBS Group
3
UBS Group
Switzerland
$874K
4
AF
4
Apexium Financial
Texas
$7.28M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.02M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$94.3M 1,721,238 +867,265 +102%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$44.2M 806,697 -2,572 -0.3%
Wells Fargo
3
Wells Fargo
California
$16.2M 294,953 +37,458 +15%
BRWA
4
B. Riley Wealth Advisors
Florida
$15M 273,319 -125,522 -31%
LPL Financial
5
LPL Financial
California
$9.53M 173,983 -1,613 -0.9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.79M 142,185 -30,079 -17%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$7.42M 135,403 -20,204 -13%
AF
8
Apexium Financial
Texas
$7.28M 132,890 -36,988 -22%
OBWG
9
Onyx Bridge Wealth Group
New York
$6.89M 125,740 -977 -0.8%
Bank of America
10
Bank of America
North Carolina
$6.87M 125,409 +6,365 +5%
WW
11
Waterfront Wealth
Kansas
$5.96M 108,736 -8 -0%
LPT
12
Legacy Private Trust
Wisconsin
$5.58M 101,796 – –
Stifel Financial
13
Stifel Financial
Missouri
$5.27M 96,273 +12,854 +15%
AWM
14
AE Wealth Management
Kansas
$4.36M 77,588 +11,008 +17%
GCP
15
Gill Capital Partners
Colorado
$4.25M 77,633 -6,650 -8%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.06M 74,176 -96 -0.1%
MA
17
Mutual Advisors
Nebraska
$3.51M 64,135 -88,977 -58%
Osaic Holdings
18
Osaic Holdings
Arizona
$3.02M 55,080 -32,986 -37%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$2.4M 43,899 +668 +2%
FIM
20
Freedom Investment Management
Connecticut
$1.91M 34,790 -7,361 -17%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.63M 29,840 +2,830 +10%
Cerity Partners
22
Cerity Partners
New York
$1.61M 29,414 -968 -3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.52M 27,703 +6,582 +31%
LIM
24
Leavell Investment Management
Alabama
$1.38M 25,246 – –
CMS
25
Capital Market Strategies
Florida
$1.24M 22,611 -267 -1%
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