CSM icon

ProShares Large Cap Core Plus
CSM

Overview Fund Activity

87 hedge funds and large institutions have $247M invested in ProShares Large Cap Core Plus in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 36 reducing their positions, and 4 closing their positions.

Holders
87
Holders Change
-1
Holders Change %
-1.14%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
12
Reduced
36
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.29M
2
Morgan Stanley
2
Morgan Stanley
New York
$53.6M
3
RJA
3
Raymond James & Associates
Florida
$1.2M
4
Bank of America
4
Bank of America
North Carolina
$8.1M
5
HWA
5
HCR Wealth Advisors
California
$310K

Top Sellers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$16.4M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.93M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$48.4M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$6.77M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$53.6M 864,337 +8,629 +1%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$48.4M 780,689 -17,169 -2%
BRWA
3
B. Riley Wealth Advisors
Florida
$16.4M 264,187 -134,654 -34%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.4M 167,252 -8,253 -5%
LPL Financial
5
LPL Financial
California
$8.71M 140,429 -4,334 -3%
Bank of America
6
Bank of America
North Carolina
$8.1M 130,528 +7,089 +6%
OBWG
7
Onyx Bridge Wealth Group
New York
$7.69M 124,051 -35 -0%
AF
8
Apexium Financial
Texas
$7.68M 123,519 -3,819 -3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$6.77M 109,066 -11,547 -10%
Wells Fargo
10
Wells Fargo
California
$6.6M 106,468 -6,848 -6%
LPT
11
Legacy Private Trust
Wisconsin
$6.15M 99,065 -1,549 -2%
WW
12
Waterfront Wealth
Kansas
$6.13M 98,894 -7,367 -7%
Stifel Financial
13
Stifel Financial
Missouri
$5.9M 95,082 -680 -0.7%
GCP
14
Gill Capital Partners
Colorado
$4.35M 70,206 -54 -0.1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.93M 63,429 -17,240 -21%
MA
16
Mutual Advisors
Nebraska
$3.29M 52,879 -653 -1%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.12M 50,268 -1,316 -3%
FIM
18
Freedom Investment Management
Connecticut
$2.78M 44,895 -5,418 -11%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$2.64M 42,494 -534 -1%
KAS
20
Kestra Advisory Services
Texas
$2.28M 36,834 +380 +1%
Cerity Partners
21
Cerity Partners
New York
$1.84M 29,674 +260 +0.9%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.76M 28,452 -1,242 -4%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.35M 21,828 -207 -0.9%
CMS
24
Capital Market Strategies
Florida
$1.29M 20,871 -15 -0.1%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.29M 20,802 +20,802 New
1
2 3 4