ProShares Large Cap Core Plus
CSM
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.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
11% more capital invested
Capital invested by funds: $247M → $275M (+$27.9M)
3.01% more ownership
Funds ownership: 55.4% → 58.41% (+3%)
1% more funds holding
Funds holding: 87 → 88 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
35% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$15.5M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$3.96M |
| 3 |
DWAM
Duncan Williams Asset Management
Memphis,
Tennessee
|
+$1.88M |
| 4 |
Morgan Stanley
New York
|
+$1.84M |
| 5 |
HWA
HCR Wealth Advisors
Los Angeles,
California
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.03M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.56M |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$1.39M |
| 4 |
AF
Apexium Financial
Dallas,
Texas
|
-$1.28M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.24M |
CSM Hedge Fund Activity: Q3 2024 in Review
88 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q3 2024, worth a combined $275M — up 11% from $247M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CSM positions and 3 closed out — a net gain of 2 holders — while 20 added to existing stakes and 31 trimmed.
The largest buyer was LPL Financial, adding an estimated $15.5M. The largest seller was Wells Fargo, cutting an estimated $2.03M.
- 88 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q3 2024, up from 87 in Q2 2024.
- Funds reported $275M of ProShares Large Cap Core Plus stock for Q3 2024, up 11% quarter-over-quarter.
- 5 funds opened new ProShares Large Cap Core Plus positions in Q3 2024 and 3 closed out, a net change of +2 holders.
- The largest ProShares Large Cap Core Plus buyer in Q3 2024 was LPL Financial, an estimated $15.5M added.
- The largest ProShares Large Cap Core Plus seller in Q3 2024 was Wells Fargo, an estimated $2.03M sold.
Based on aggregated 13F filings for Q3 2024.