ProShares Large Cap Core Plus
CSM
99 hedge funds and large institutions have $246M invested in ProShares Large Cap Core Plus in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 41 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
1% more funds holding
Funds holding: 98 → 99 (+1)
5% less capital invested
Capital invested by funds: $259M → $246M (-$13M)
3.34% less ownership
Funds ownership: 58.57% → 55.23% (-3.3%)
54% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 41
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$1.62M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.26M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$445K |
| 4 |
OC
Oppenheimer & Co
New York
|
+$351K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$338K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$24.7M |
| 2 |
LPL Financial
San Diego,
California
|
-$3.79M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.46M |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$2.6M |
| 5 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$1.24M |
CSM Hedge Fund Activity: Q2 2025 in Review
99 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q2 2025, worth a combined $246M — down 5% from $259M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CSM positions and 6 closed out — a net gain of 1 holder — while 19 added to existing stakes and 41 trimmed.
The largest buyer was Stifel Financial, adding an estimated $1.62M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $24.7M.
- 99 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q2 2025, up from 98 in Q1 2025.
- Funds reported $246M of ProShares Large Cap Core Plus stock for Q2 2025, down 5% quarter-over-quarter.
- 7 funds opened new ProShares Large Cap Core Plus positions in Q2 2025 and 6 closed out, a net change of +1 holder.
- The largest ProShares Large Cap Core Plus buyer in Q2 2025 was Stifel Financial, an estimated $1.62M added.
- The largest ProShares Large Cap Core Plus seller in Q2 2025 was Kayne Anderson Rudnick Investment Management, an estimated $24.7M sold.
Based on aggregated 13F filings for Q2 2025.