ProShares Large Cap Core Plus
CSM
102 hedge funds and large institutions have $258M invested in ProShares Large Cap Core Plus in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 37 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
3% more funds holding
Funds holding: 99 → 102 (+3)
5% more capital invested
Capital invested by funds: $246M → $258M (+$11.7M)
1.38% less ownership
Funds ownership: 55.23% → 53.86% (-1.4%)
30% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.66M |
| 2 |
MF
Manchester Financial
Westlake Village,
California
|
+$1.2M |
| 3 |
LPL Financial
San Diego,
California
|
+$967K |
| 4 |
WCWM
Willow Creek Wealth Management
Sebastopol,
California
|
+$542K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$377K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$2.92M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.84M |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$1.65M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.22M |
| 5 |
SAM
Silvercrest Asset Management
New York
|
-$1.15M |
CSM Hedge Fund Activity: Q3 2025 in Review
102 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q3 2025, worth a combined $258M — up 4.7% from $246M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CSM positions and 5 closed out — a net gain of 5 holders — while 26 added to existing stakes and 37 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $1.66M. The largest seller was Freedom Investment Management, exiting entirely with an estimated $2.92M sold.
- 102 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q3 2025, up from 99 in Q2 2025.
- Funds reported $258M of ProShares Large Cap Core Plus stock for Q3 2025, up 4.7% quarter-over-quarter.
- 10 funds opened new ProShares Large Cap Core Plus positions in Q3 2025 and 5 closed out, a net change of +5 holders.
- The largest ProShares Large Cap Core Plus buyer in Q3 2025 was Cetera Investment Advisers, an estimated $1.66M added.
- The largest ProShares Large Cap Core Plus seller in Q3 2025 was Freedom Investment Management, an estimated $2.92M sold.
Based on aggregated 13F filings for Q3 2025.