ProShares Large Cap Core Plus
CSM
101 hedge funds and large institutions have $254M invested in ProShares Large Cap Core Plus in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 35 reducing their positions, and 8 closing their positions.
0.33% less ownership
Funds ownership: 55.82% → 55.49% (-0.33%)
4% less funds holding
Funds holding: 105 → 101 (-4)
7% less capital invested
Capital invested by funds: $273M → $254M (-$19M)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
26% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WW
Waterfront Wealth
Overland Park,
Kansas
|
+$1.97M |
| 2 |
Morgan Stanley
New York
|
+$1.96M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$490K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$379K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$342K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$1.52M |
| 2 |
Bank of New York Mellon
New York
|
-$1.13M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$932K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$831K |
| 5 |
Two Sigma Investments
New York
|
-$479K |
CSM Hedge Fund Activity: Q1 2026 in Review
101 of the 8,186 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q1 2026, worth a combined $254M — down 7% from $273M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of CSM and 6 opened new positions — a net loss of 2 holders — while 35 trimmed existing stakes and 26 added.
The largest buyer was Waterfront Wealth, adding an estimated $1.97M. The largest seller was Stifel Financial, cutting an estimated $1.52M.
- 101 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q1 2026, down from 105 in Q4 2025.
- Funds reported $254M of ProShares Large Cap Core Plus stock for Q1 2026, down 7% quarter-over-quarter.
- 6 funds opened new ProShares Large Cap Core Plus positions in Q1 2026 and 8 closed out, a net change of -2 holders.
- The largest ProShares Large Cap Core Plus buyer in Q1 2026 was Waterfront Wealth, an estimated $1.97M added.
- The largest ProShares Large Cap Core Plus seller in Q1 2026 was Stifel Financial, an estimated $1.52M sold.
Based on aggregated 13F filings for Q1 2026.