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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

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.

Holders
88
Holders Change
+1
Holders Change %
+1.15%
% 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
10
Increased
14
Reduced
37
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$19.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.7M
3
KAS
3
Kestra Advisory Services
Texas
$2.21M
4
FIM
4
Freedom Investment Management
Connecticut
$3.06M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$853K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$52M
2
Wells Fargo
2
Wells Fargo
California
$6.88M
3
AWM
3
AE Wealth Management
Kansas
$0
4
LPL Financial
4
LPL Financial
California
$8.79M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$7.33M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$52M 855,708 -865,530 -50%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$48.4M 797,858 -8,839 -1%
BRWA
3
B. Riley Wealth Advisors
Florida
$19.5M 398,841 +125,522 +46%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.7M 175,505 +33,320 +23%
LPL Financial
5
LPL Financial
California
$8.79M 144,763 -29,220 -17%
AF
6
Apexium Financial
Texas
$7.73M 127,338 -5,552 -4%
Bank of America
7
Bank of America
North Carolina
$7.5M 123,439 -1,970 -2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$7.33M 120,613 -14,790 -11%
OBWG
9
Onyx Bridge Wealth Group
New York
$7.24M 124,086 -1,654 -1%
Wells Fargo
10
Wells Fargo
California
$6.88M 113,316 -181,637 -62%
WW
11
Waterfront Wealth
Kansas
$6.15M 106,261 -2,475 -2%
LPT
12
Legacy Private Trust
Wisconsin
$6.11M 100,614 -1,182 -1%
Stifel Financial
13
Stifel Financial
Missouri
$5.82M 95,762 -511 -0.5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.9M 80,669 +6,493 +9%
GCP
15
Gill Capital Partners
Colorado
$4.05M 70,260 -7,373 -9%
MA
16
Mutual Advisors
Nebraska
$3.25M 53,532 -10,603 -17%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.13M 51,584 -3,496 -6%
FIM
18
Freedom Investment Management
Connecticut
$3.06M 50,313 +15,523 +45%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$2.61M 43,028 -871 -2%
KAS
20
Kestra Advisory Services
Texas
$2.21M 36,454 +26,600 +270%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.8M 29,694 -146 -0.5%
Cerity Partners
22
Cerity Partners
New York
$1.79M 29,414 – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.43M 23,581 -4,122 -15%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.34M 22,035 +128 +0.6%
CMS
25
Capital Market Strategies
Florida
$1.27M 20,886 -1,725 -8%
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