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ProShares Large Cap Core Plus

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.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

200% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 8

81% more capital invested

Capital invested by funds: $151M → $275M (+$123M)

44.3% more ownership

Funds ownership: 159.52%203.82% (+44%)

23% more funds holding

Funds holding: 4758 (+11)

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
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cetera Advisors
Colorado
$707K +$227K +9,232 +49%
EWM
27
Evermay Wealth Management
Virginia
$653K +$45.2K +1,840 +8%
PAG
28
Private Advisor Group
New Jersey
$642K +$194K +7,896 +45%
SPC
29
Sigma Planning Corp
Michigan
$619K +$604K +24,548 New
NES
30
New England Securities
New York
$531K +$148K +6,016 +40%
FAAS
31
First Allied Advisory Services
California
$511K +$54.9K +2,232 +12%
WSTAM
32
Wilbanks Smith & Thomas Asset Management
Virginia
$482K -$233K -9,488 -33%
VKH
33
Virtu KCG Holdings
New York
$375K -$770K -31,296 -68%
OC
34
Oppenheimer & Co
New York
$341K -$93.9K -3,820 -22%
CAS
35
Cue Advisory Services
Arizona
$311K +$304K +12,344 New
OC
36
Oakworth Capital
Alabama
$293K +$285K +11,600 New
FCI
37
Financial Counselors Inc
Kansas
$292K -$97.4K -3,960 -25%
TFA
38
Toth Financial Advisory
Virginia
$254K +$247K +10,060 New
Stifel Financial
39
Stifel Financial
Missouri
$239K +$233K +9,468 New
WTB
40
Washington Trust Bank
Washington
$212K
Deutsche Bank
41
Deutsche Bank
Germany
$194K
NPC
42
National Planning Corporation
California
$116K +$115K +4,684 New
AIG
43
American International Group
New York
$92K +$22.8K +928 +34%
NFG
44
Next Financial Group
Texas
$88K -$17.7K -720 -17%
RIA
45
Regal Investment Advisors
Michigan
$82K
S
46
SignatureFD
Georgia
$44K +$43.3K +1,760 New
TRCT
47
Tower Research Capital (TRC)
New York
$34K +$33.4K +1,360 New
JFA
48
JNBA Financial Advisors
Minnesota
$26K
BRWM
49
B. Riley Wealth Management
Tennessee
$26K +$25.6K +1,040 New
WRM
50
Westport Resources Management
Connecticut
$25K