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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

47 hedge funds and large institutions have $151M invested in ProShares Large Cap Core Plus in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
47
Holders Change
+5
Holders Change %
+11.9%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
24
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFG
1
Pacific Financial Group
Washington
$20M
2
Morgan Stanley
2
Morgan Stanley
New York
$61.6M
3
Wells Fargo
3
Wells Fargo
California
$10.2M
4
LPL Financial
4
LPL Financial
California
$2.86M
5
TFA
5
Transamerica Financial Advisors
Florida
$2.5M

Top Sellers

1
AIG
1
American International Group
New York
$65.3K
2
Jane Street
2
Jane Street
New York
$0
3
U
3
UBS
Switzerland
$11.7M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$723K
Name Market Value Shares Shares
Change 		Shares
Change %
FAAS
26
First Allied Advisory Services
California
$431K 4,500 +4,500 New
PAG
27
Private Advisor Group
New Jersey
$422K 4,391 +4,391 New
OC
28
Oppenheimer & Co
New York
$417K 4,337 +1,303 +43%
FCI
29
Financial Counselors Inc
Kansas
$373K 3,885 +605 +18%
NES
30
New England Securities
New York
$361K 3,754 +1,101 +42%
SI
31
Sprott Inc
Ontario, Canada
$317K 3,300 +3,300 New
TNBTD
32
Trustmark National Bank Trust Department
Mississippi
$279K 2,900 +2,900 New
WTB
33
Washington Trust Bank
Washington
$202K 2,104 – –
Deutsche Bank
34
Deutsche Bank
Germany
$184K 1,925 – –
NFG
35
Next Financial Group
Texas
$101K 1,053 +1,053 New
RIA
36
Regal Investment Advisors
Michigan
$78K 816 – –
AIG
37
American International Group
New York
$65.3K 680 -23,011 -97%
Creative Planning
38
Creative Planning
Kansas
$49K 513 +461 +887%
JFA
39
JNBA Financial Advisors
Minnesota
$25K 260 – –
WRM
40
Westport Resources Management
Connecticut
$24K 250 – –
MFS
41
MSI Financial Services
Massachusetts
$15K 153 -25 -14%
WA
42
WFG Advisors
Texas
$10K 100 – –
GGPS
43
Gary Goldberg Planning Services
New York
$10K 100 +100 New
GI
44
Gradient Investments
Minnesota
$7K 77 – –
US Bancorp
45
US Bancorp
Minnesota
$5K 50 – –
Ameriprise
46
Ameriprise
Minnesota
$5K 56 +56 New
WEC
47
Winslow Evans & Crocker
Massachusetts
$4.8K 50 – –
Jane Street
48
Jane Street
New York
– – -10,616 Closed
BRWA
49
B. Riley Wealth Advisors
Florida
– – -2,013 Closed
TRCT
50
Tower Research Capital (TRC)
New York
– – -100 Closed
1
2
3