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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

88 hedge funds and large institutions have $275M invested in ProShares Large Cap Core Plus in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 31 reducing their positions, and 3 closing their positions.

Holders
88
Holders Change
+1
Holders Change %
+1.15%
% 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
20
Reduced
31
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$25.3M
2
WA
2
Win Advisors
Florida
$4.12M
3
DWAM
3
Duncan Williams Asset Management
Tennessee
$1.96M
4
Morgan Stanley
4
Morgan Stanley
New York
$58.4M
5
HWA
5
HCR Wealth Advisors
California
$1.68M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$4.84M
2
Bank of America
2
Bank of America
North Carolina
$6.91M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$15.8M
4
AF
4
Apexium Financial
Texas
$6.76M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.64M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$58.4M 893,618 +29,281 +3%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$51M 780,485 -204 -0%
LPL Financial
3
LPL Financial
California
$25.3M 387,371 +246,942 +176%
BRWA
4
B. Riley Wealth Advisors
Florida
$15.8M 241,972 -22,215 -8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.64M 147,423 -19,829 -12%
OBWG
6
Onyx Bridge Wealth Group
New York
$8.03M 122,876 -1,175 -0.9%
Bank of America
7
Bank of America
North Carolina
$6.91M 105,703 -24,825 -19%
WW
8
Waterfront Wealth
Kansas
$6.84M 103,552 +4,658 +5%
AF
9
Apexium Financial
Texas
$6.76M 103,181 -20,338 -16%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$6.69M 102,367 -6,699 -6%
LPT
11
Legacy Private Trust
Wisconsin
$6.39M 97,776 -1,289 -1%
Stifel Financial
12
Stifel Financial
Missouri
$6.31M 96,587 +1,505 +2%
Wells Fargo
13
Wells Fargo
California
$4.84M 74,063 -32,405 -30%
GCP
14
Gill Capital Partners
Colorado
$4.53M 69,269 -937 -1%
WA
15
Win Advisors
Florida
$4.12M 63,063 +63,063 New
MA
16
Mutual Advisors
Nebraska
$3.65M 55,389 +2,510 +5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.2M 48,917 -14,512 -23%
Osaic Holdings
18
Osaic Holdings
Arizona
$3.05M 46,708 -3,560 -7%
FIM
19
Freedom Investment Management
Connecticut
$2.79M 42,748 -2,147 -5%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$2.68M 40,965 -1,529 -4%
KAS
21
Kestra Advisory Services
Texas
$2.38M 36,479 -355 -1%
DWAM
22
Duncan Williams Asset Management
Tennessee
$1.96M 29,941 +29,941 New
Cerity Partners
23
Cerity Partners
New York
$1.94M 29,674 – –
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.85M 28,274 -178 -0.6%
HWA
25
HCR Wealth Advisors
California
$1.68M 25,714 +20,714 +414%
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