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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

57 hedge funds and large institutions have $201M invested in ProShares Large Cap Core Plus in 2016 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
57
Holders Change
-4
Holders Change %
-6.56%
% of All Funds
1.52%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
3
Increased
20
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$27.9M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.56M
3
IA
3
IFP Advisors
Florida
$1.25M
4
Citadel Advisors
4
Citadel Advisors
Florida
$854K
5
CWA
5
Cypress Wealth Advisors
California
$3.91M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$10.8M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$326K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$441K
4
Comerica Bank
4
Comerica Bank
Texas
$4.65M
5
CS
5
Comerica Securities
Michigan
$4.69M
Name Market Value Shares Shares
Change 		Shares
Change %
BRWA
26
B. Riley Wealth Advisors
Florida
$774K 15,127 +1,363 +10%
WS
27
Wedbush Securities
California
$716K 14,004 +232 +2%
CWM
28
Concert Wealth Management
California
$543K 10,635 +49 +0.5%
BCM
29
Bienville Capital Management
New York
$460K 9,000 +3,200 +55%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$441K 8,626 -138,724 -94%
CA
31
Cetera Advisors
Colorado
$439K 8,594 -1,349 -14%
PFG
32
Pacific Financial Group
Washington
$384K 7,516 +7,516 New
TFA
33
Toth Financial Advisory
Virginia
$356K 6,960 -94 -1%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$326K 6,378 -204,281 -97%
Ameriprise
35
Ameriprise
Minnesota
$286K 5,561 -1,921 -26%
FAAS
36
First Allied Advisory Services
California
$260K 5,100 +191 +4%
CAS
37
Cue Advisory Services
Arizona
$258K 5,038 -15 -0.3%
EWM
38
Evermay Wealth Management
Virginia
$236K 4,620 -1,530 -25%
PMFA
39
Plante Moran Financial Advisors
Michigan
$103K 2,020 – –
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$92K 1,800 – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$55K 1,070 +8 +0.8%
GWM
42
Geneos Wealth Management
Colorado
$51K 1,000 – –
Citigroup
43
Citigroup
New York
$44K 864 -65 -7%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$41K 800 – –
ADL
45
Asset Dedication LLC
California
$34K 667 -517 -44%
AG
46
Advisor Group
Arizona
$33K 660 +660 New
NFG
47
Next Financial Group
Texas
$31K 614 – –
FANJ
48
Financial Architects (New Jersey)
New Jersey
$28K 550 – –
IWM
49
Integrated Wealth Management
California
$27K 524 – –
JFA
50
JNBA Financial Advisors
Minnesota
$27K 520 – –
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