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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

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.

Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
1.25%
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
Raymond James Financial
1
Raymond James Financial
Florida
$3.37M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.47M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.92M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$16.6M
5
PFS
5
Prospera Financial Services
Texas
$558K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$19.7M
2
WA
2
Win Advisors
Florida
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$57.2M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.66M
5
Bank of America
5
Bank of America
North Carolina
$6.44M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$57.2M 865,227 -28,391 -3%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$51.6M 779,564 -921 -0.1%
LPL Financial
3
LPL Financial
California
$19.7M 297,315 -90,056 -23%
BRWA
4
B. Riley Wealth Advisors
Florida
$16.6M 251,332 +9,360 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.2M 153,847 +6,424 +4%
OBWG
6
Onyx Bridge Wealth Group
New York
$8.11M 122,661 -215 -0.2%
WW
7
Waterfront Wealth
Kansas
$6.84M 103,494 -58 -0.1%
LPT
8
Legacy Private Trust
Wisconsin
$6.45M 97,458 -318 -0.3%
Bank of America
9
Bank of America
North Carolina
$6.44M 97,355 -8,348 -8%
AF
10
Apexium Financial
Texas
$6.41M 96,992 -6,189 -6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$6.37M 96,368 -5,999 -6%
Stifel Financial
12
Stifel Financial
Missouri
$6.24M 94,278 -2,309 -2%
Wells Fargo
13
Wells Fargo
California
$5.04M 76,233 +2,170 +3%
GCP
14
Gill Capital Partners
Colorado
$4.43M 66,931 -2,338 -3%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.92M 59,270 +12,562 +27%
MA
16
Mutual Advisors
Nebraska
$3.67M 54,701 -688 -1%
Raymond James Financial
17
Raymond James Financial
Florida
$3.37M 51,004 +51,004 New
Baird Financial Group
18
Baird Financial Group
Wisconsin
$2.89M 43,644 +2,679 +7%
FIM
19
Freedom Investment Management
Connecticut
$2.79M 42,167 -581 -1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.66M 40,231 -8,686 -18%
KAS
21
Kestra Advisory Services
Texas
$2.45M 36,975 +496 +1%
DWAM
22
Duncan Williams Asset Management
Tennessee
$2.1M 31,698 +1,757 +6%
Cerity Partners
23
Cerity Partners
New York
$1.96M 29,674 – –
HWA
24
HCR Wealth Advisors
California
$1.7M 25,714 – –
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$1.47M 22,172 +22,172 New
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