ProShares Large Cap Core Plus
CSM
98 hedge funds and large institutions have $259M invested in ProShares Large Cap Core Plus in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 34 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
4% more funds holding
Funds holding: 94 → 98 (+4)
0.09% more ownership
Funds ownership: 58.48% → 58.57% (+0.09%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $269M → $259M (-$9.77M)
47% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.34M |
| 2 |
Rockefeller Capital Management
New York
|
+$1.14M |
| 3 |
SAM
Silvercrest Asset Management
New York
|
+$1.09M |
| 4 |
GS
GWN Securities
Palm Beach Gardens,
Florida
|
+$705K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$620K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.1M |
| 2 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$1.29M |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$833K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$755K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$624K |
CSM Hedge Fund Activity: Q1 2025 in Review
98 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q1 2025, worth a combined $259M — down 3.6% from $269M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CSM positions and 3 closed out — a net gain of 5 holders — while 18 added to existing stakes and 34 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.34M. The largest seller was Morgan Stanley, cutting an estimated $3.1M.
- 98 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q1 2025, up from 94 in Q4 2024.
- Funds reported $259M of ProShares Large Cap Core Plus stock for Q1 2025, down 3.6% quarter-over-quarter.
- 8 funds opened new ProShares Large Cap Core Plus positions in Q1 2025 and 3 closed out, a net change of +5 holders.
- The largest ProShares Large Cap Core Plus buyer in Q1 2025 was LPL Financial, an estimated $3.34M added.
- The largest ProShares Large Cap Core Plus seller in Q1 2025 was Morgan Stanley, an estimated $3.1M sold.
Based on aggregated 13F filings for Q1 2025.