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ProShares Large Cap Core Plus
CSM

94 hedge funds and large institutions have $269M invested in ProShares Large Cap Core Plus in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

7% more funds holding

Funds holding: 88 → 94 (+6)

0.06% more ownership

Funds ownership: 58.41% → 58.48% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $275M → $269M (-$5.79M)

22% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 27

Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
21
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.48M
2
Osaic Holdings
Osaic Holdings
Arizona
+$841K
3
BRWA
B. Riley Wealth Advisors
Florida
+$627K
4
PFS
Prospera Financial Services
Texas
+$565K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$430K

Top Sellers

1
LPL Financial
LPL Financial
California
-$6.03M
2
WA
Win Advisors
Florida
-$4.12M
3
Morgan Stanley
Morgan Stanley
New York
-$1.9M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$581K
5
Bank of America
Bank of America
North Carolina
-$559K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$57.2M -$1.9M -28,391 -3%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$51.6M -$61.7K -921 -0.1%
LPL Financial
3
LPL Financial
California
$19.7M -$6.03M -90,056 -23%
BRWA
4
B. Riley Wealth Advisors
Florida
$16.6M +$627K +9,360 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.2M +$430K +6,424 +4%
OBWG
6
Onyx Bridge Wealth Group
New York
$8.11M -$14.4K -215 -0.2%
WW
7
Waterfront Wealth
Kansas
$6.84M -$3.88K -58 -0.1%
LPT
8
Legacy Private Trust
Wisconsin
$6.45M -$21.3K -318 -0.3%
Bank of America
9
Bank of America
North Carolina
$6.44M -$559K -8,348 -8%
AF
10
Apexium Financial
Texas
$6.41M -$414K -6,189 -6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$6.37M -$402K -5,999 -6%
Stifel Financial
12
Stifel Financial
Missouri
$6.24M -$155K -2,309 -2%
Wells Fargo
13
Wells Fargo
California
$5.04M +$145K +2,170 +3%
GCP
14
Gill Capital Partners
Colorado
$4.43M -$157K -2,338 -3%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.92M +$841K +12,562 +27%
MA
16
Mutual Advisors
Nebraska
$3.67M -$46.1K -688 -1%
Raymond James Financial
17
Raymond James Financial
Florida
$3.37M +$3.41M +51,004 New
Baird Financial Group
18
Baird Financial Group
Wisconsin
$2.89M +$179K +2,679 +7%
FIM
19
Freedom Investment Management
Connecticut
$2.79M -$38.9K -581 -1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.66M -$581K -8,686 -18%
KAS
21
Kestra Advisory Services
Texas
$2.45M +$33.2K +496 +1%
DWAM
22
Duncan Williams Asset Management
Tennessee
$2.1M +$118K +1,757 +6%
Cerity Partners
23
Cerity Partners
New York
$1.96M – – –
HWA
24
HCR Wealth Advisors
California
$1.7M – – –
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$1.47M +$1.48M +22,172 New
1
2 3 4

CSM Hedge Fund Activity: Q4 2024 in Review

94 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q4 2024, worth a combined $269M — down 2.1% from $275M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CSM positions and 4 closed out — a net gain of 8 holders — while 21 added to existing stakes and 27 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $1.48M. The largest seller was LPL Financial, cutting an estimated $6.03M.

  • 94 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q4 2024, up from 88 in Q3 2024.
  • Funds reported $269M of ProShares Large Cap Core Plus stock for Q4 2024, down 2.1% quarter-over-quarter.
  • 12 funds opened new ProShares Large Cap Core Plus positions in Q4 2024 and 4 closed out, a net change of +8 holders.
  • The largest ProShares Large Cap Core Plus buyer in Q4 2024 was Mercer Global Advisors, an estimated $1.48M added.
  • The largest ProShares Large Cap Core Plus seller in Q4 2024 was LPL Financial, an estimated $6.03M sold.

Based on aggregated 13F filings for Q4 2024.