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ProShares Large Cap Core Plus

42 hedge funds and large institutions have $121M invested in ProShares Large Cap Core Plus in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 5

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

24% more capital invested

Capital invested by funds: $97.4M → $121M (+$23.2M)

2% more funds holding

Funds holding: 4142 (+1)

3.74% less ownership

Funds ownership: 157.54%153.8% (-3.7%)

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
19
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
26
Wilbanks Smith & Thomas Asset Management
Virginia
$276K -$9.67K -420 -3%
NES
27
New England Securities
New York
$252K +$76.8K +3,336 +46%
WTB
28
Washington Trust Bank
Washington
$200K
BRWA
29
B. Riley Wealth Advisors
Florida
$191K +$28.6K +1,240 +18%
Deutsche Bank
30
Deutsche Bank
Germany
$182K
RIA
31
Regal Investment Advisors
Michigan
$78K
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$49K +$25.8K +1,120 +119%
JFA
33
JNBA Financial Advisors
Minnesota
$25K
WRM
34
Westport Resources Management
Connecticut
$24K
MFS
35
MSI Financial Services
Massachusetts
$17K
TRCT
36
Tower Research Capital (TRC)
New York
$10K
WA
37
WFG Advisors
Texas
$10K
GI
38
Gradient Investments
Minnesota
$7K
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$6K +$5.89K +256 New
Creative Planning
40
Creative Planning
Kansas
$5K
US Bancorp
41
US Bancorp
Minnesota
$5K
WEC
42
Winslow Evans & Crocker
Massachusetts
$4.75K
TNBTD
43
Trustmark National Bank Trust Department
Mississippi
-$342K -15,200 Closed
MIM
44
Macroview Investment Management
Maryland
-$18K -780 Closed
Citigroup
45
Citigroup
New York
-$17K -760 Closed