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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

58 hedge funds and large institutions have $275M invested in ProShares Large Cap Core Plus in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
58
Holders Change
+11
Holders Change %
+23.4%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
16
Increased
24
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFG
1
Pacific Financial Group
Washington
$54.2M
2
AAM
2
Aston Asset Management
Illinois
$20.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$81.2M
4
UBS Group
4
UBS Group
Switzerland
$13.7M
5
BAAM
5
Baker Avenue Asset Management
California
$9.89M

Top Sellers

1
LIM
1
Leavell Investment Management
Alabama
$3.1M
2
VKH
2
Virtu KCG Holdings
New York
$375K
3
SI
3
Sprott Inc
Ontario, Canada
$0
4
TNBTD
4
Trustmark National Bank Trust Department
Mississippi
$0
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$482K
Name Market Value Shares Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$707K 7,013 +2,308 +49%
EWM
27
Evermay Wealth Management
Virginia
$653K 6,475 +460 +8%
PAG
28
Private Advisor Group
New Jersey
$642K 6,365 +1,974 +45%
SPC
29
Sigma Planning Corp
Michigan
$619K 6,137 +6,137 New
NES
30
New England Securities
New York
$531K 5,258 +1,504 +40%
FAAS
31
First Allied Advisory Services
California
$511K 5,058 +558 +12%
WSTAM
32
Wilbanks Smith & Thomas Asset Management
Virginia
$482K 4,773 -2,372 -33%
VKH
33
Virtu KCG Holdings
New York
$375K 3,717 -7,824 -68%
OC
34
Oppenheimer & Co
New York
$341K 3,382 -955 -22%
CAS
35
Cue Advisory Services
Arizona
$311K 3,086 +3,086 New
OC
36
Oakworth Capital
Alabama
$293K 2,900 +2,900 New
FCI
37
Financial Counselors Inc
Kansas
$292K 2,895 -990 -25%
TFA
38
Toth Financial Advisory
Virginia
$254K 2,515 +2,515 New
Stifel Financial
39
Stifel Financial
Missouri
$239K 2,367 +2,367 New
WTB
40
Washington Trust Bank
Washington
$212K 2,104 – –
Deutsche Bank
41
Deutsche Bank
Germany
$194K 1,925 – –
NPC
42
National Planning Corporation
California
$116K 1,171 +1,171 New
AIG
43
American International Group
New York
$92K 912 +232 +34%
NFG
44
Next Financial Group
Texas
$88K 873 -180 -17%
RIA
45
Regal Investment Advisors
Michigan
$82K 816 – –
S
46
SignatureFD
Georgia
$44K 440 +440 New
TRCT
47
Tower Research Capital (TRC)
New York
$34K 340 +340 New
JFA
48
JNBA Financial Advisors
Minnesota
$26K 260 – –
BRWM
49
B. Riley Wealth Management
Tennessee
$26K 260 +260 New
WRM
50
Westport Resources Management
Connecticut
$25K 250 – –
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2
3