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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

66 hedge funds and large institutions have $266M invested in ProShares Large Cap Core Plus in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
5
Increased
22
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPT
1
Legacy Private Trust
Wisconsin
$17.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$67.2M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$2.84M
4
LPL Financial
4
LPL Financial
California
$15.8M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.43M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$551K
2
CAAS
2
Capital Asset Advisory Services
Michigan
$1.07M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$69K
4
Jane Street
4
Jane Street
New York
$0
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$57.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BRWA
26
B. Riley Wealth Advisors
Florida
$1.07M 17,730 +2,456 +16%
CA
27
Cetera Advisors
Colorado
$895K 14,903 +1,836 +14%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$847K 14,088 +734 +5%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$836K 13,901 +200 +1%
Ameriprise
30
Ameriprise
Minnesota
$763K 12,686 -4,333 -25%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$718K 11,941 +7,532 +171%
TFA
32
Toth Financial Advisory
Virginia
$623K 10,366 +1,631 +19%
RMC
33
Regis Management Company
California
$588K 9,780 – –
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$551K 9,153 -236,348 -96%
BCM
35
Bienville Capital Management
New York
$541K 9,000 – –
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$481K 8,000 +8,000 New
RJA
37
Raymond James & Associates
Florida
$446K 7,414 +1,470 +25%
Goldman Sachs
38
Goldman Sachs
New York
$420K 6,990 +2,579 +58%
US Bancorp
39
US Bancorp
Minnesota
$412K 6,847 +4,344 +174%
AG
40
Advisor Group
Arizona
$387K 6,450 -351 -5%
FAAS
41
First Allied Advisory Services
California
$308K 5,131 +577 +13%
MCM
42
Maple Capital Management
Vermont
$262K 4,350 +475 +12%
EWM
43
Evermay Wealth Management
Virginia
$236K 3,930 – –
CC
44
Cognios Capital
Kansas
$218K 3,626 -12 -0.3%
GRP
45
Global Retirement Partners
California
$204K 3,385 +123 +4%
Creative Planning
46
Creative Planning
Kansas
$188K 3,128 +3,024 +2,908%
PMFA
47
Plante Moran Financial Advisors
Michigan
$121K 2,020 – –
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$108K 1,800 – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$91K 1,511 +429 +40%
BCI
50
Brinker Capital Investments
Pennsylvania
$69K 1,150 -91,575 -99%
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