ProShares Large Cap Core Plus
CSM
88 hedge funds and large institutions have $248M invested in ProShares Large Cap Core Plus in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 37 reducing their positions, and 9 closing their positions.
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
1% more funds holding
Funds holding: 87 → 88 (+1)
0.53% more ownership
Funds ownership: 58.33% → 58.86% (+0.53%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
39% less capital inflows, than outflows
Capital inflows: $14.5M | Capital outflows: $23.9M
62% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$7.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.91M |
| 3 |
Kestra Advisory Services
Austin,
Texas
|
+$1.53M |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$891K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$471K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$10.4M |
| 2 |
AE Wealth Management
Topeka,
Kansas
|
-$4.36M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.68M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$874K |
| 5 |
Bank of New York Mellon
New York
|
-$849K |
CSM Hedge Fund Activity: Q1 2024 in Review
88 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q1 2024, worth a combined $248M — up 4.2% from $238M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CSM positions and 9 closed out — a net gain of 1 holder — while 14 added to existing stakes and 37 trimmed.
The largest buyer was B. Riley Wealth Advisors, adding an estimated $7.2M. The largest seller was Wells Fargo, cutting an estimated $10.4M.
- 88 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q1 2024, up from 87 in Q4 2023.
- Funds reported $248M of ProShares Large Cap Core Plus stock for Q1 2024, up 4.2% quarter-over-quarter.
- 10 funds opened new ProShares Large Cap Core Plus positions in Q1 2024 and 9 closed out, a net change of +1 holder.
- The largest ProShares Large Cap Core Plus buyer in Q1 2024 was B. Riley Wealth Advisors, an estimated $7.2M added.
- The largest ProShares Large Cap Core Plus seller in Q1 2024 was Wells Fargo, an estimated $10.4M sold.
Based on aggregated 13F filings for Q1 2024.