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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

55 hedge funds and large institutions have $203M invested in ProShares Large Cap Core Plus in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
1.47%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
4
Increased
20
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$34.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$54.1M
3
LPL Financial
3
LPL Financial
California
$12.1M
4
UBS Group
4
UBS Group
Switzerland
$6.34M
5
Bank of America
5
Bank of America
North Carolina
$7.67M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Jane Street
2
Jane Street
New York
$0
3
FIM
3
Freedom Investment Management
Connecticut
$9.91M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$4.39M
5
MFS
5
MSI Financial Services
Massachusetts
$2.77M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$533K 10,046 +4,485 +81%
BCM
27
Bienville Capital Management
New York
$475K 9,000 – –
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$373K 7,062 +684 +11%
CA
29
Cetera Advisors
Colorado
$347K 6,564 -2,030 -24%
TFA
30
Toth Financial Advisory
Virginia
$332K 6,291 -669 -10%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$301K 5,707 -2,919 -34%
CAS
32
Cue Advisory Services
Arizona
$276K 5,233 +195 +4%
FAAS
33
First Allied Advisory Services
California
$273K 5,163 +63 +1%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$245K 4,638 +4,638 New
EWM
35
Evermay Wealth Management
Virginia
$244K 4,620 – –
US Bancorp
36
US Bancorp
Minnesota
$108K 2,039 +2,039 New
PMFA
37
Plante Moran Financial Advisors
Michigan
$107K 2,020 – –
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$95K 1,800 – –
AG
39
Advisor Group
Arizona
$70K 1,332 +672 +102%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$57K 1,074 +4 +0.4%
GWM
41
Geneos Wealth Management
Colorado
$52K 1,000 – –
Citigroup
42
Citigroup
New York
$46K 864 – –
ADL
43
Asset Dedication LLC
California
$35K 669 +2 +0.3%
NFG
44
Next Financial Group
Texas
$32K 614 – –
FANJ
45
Financial Architects (New Jersey)
New Jersey
$29K 550 – –
IWM
46
Integrated Wealth Management
California
$28K 524 – –
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$22K 414 – –
SBL
48
Sargent Bickham Lagudis
Colorado
$12.6K 239,309 +46 +0%
Creative Planning
49
Creative Planning
Kansas
$12K 224 +120 +115%
AF
50
Allworth Financial
California
$11K 200 – –
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