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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

69 hedge funds and large institutions have $284M invested in ProShares Large Cap Core Plus in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
21
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPT
1
Legacy Private Trust
Wisconsin
$21.5M
2
ECM
2
Evergreen Capital Management
Washington
$2.68M
3
Jane Street
3
Jane Street
New York
$1.85M
4
LPL Financial
4
LPL Financial
California
$17.6M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.48M

Top Sellers

1
SBL
1
Sargent Bickham Lagudis
Colorado
$9.54M
2
Bank of America
2
Bank of America
North Carolina
$13.5M
3
Wells Fargo
3
Wells Fargo
California
$13.8M
4
AF
4
AMG Funds
Connecticut
$3.23M
5
CWA
5
Cypress Wealth Advisors
California
$1.52M
Name Market Value Shares Shares
Change 		Shares
Change %
AWS
26
AJ Wealth Strategies
New York
$1.32M 42,152 – –
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.15M 36,660 +8,858 +32%
BRWA
28
B. Riley Wealth Advisors
Florida
$1.11M 35,558 +98 +0.3%
RIL
29
Rothschild Investment LLC
Illinois
$1.11M 35,500 – –
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$1.07M 34,352 +6,176 +22%
CA
31
Cetera Advisors
Colorado
$1.04M 33,212 +3,406 +11%
CAAS
32
Capital Asset Advisory Services
Michigan
$959K 30,674 -5,046 -14%
TFA
33
Toth Financial Advisory
Virginia
$731K 23,378 +2,646 +13%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$700K 22,396 -1,486 -6%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$668K 21,364 +5,364 +34%
RMC
36
Regis Management Company
California
$612K 19,560 – –
BCM
37
Bienville Capital Management
New York
$565K 18,000 – –
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$548K 17,530 -776 -4%
RJA
39
Raymond James & Associates
Florida
$512K 16,362 +1,534 +10%
US Bancorp
40
US Bancorp
Minnesota
$470K 15,040 +1,346 +10%
BRF
41
B. Riley Financial
California
$382K 12,202 +12,202 New
Goldman Sachs
42
Goldman Sachs
New York
$362K 11,580 -2,400 -17%
GRP
43
Global Retirement Partners
California
$360K 11,510 +4,740 +70%
EWA
44
EP Wealth Advisors
California
$341K 10,922 +10,922 New
FAAS
45
First Allied Advisory Services
California
$323K 10,222 -40 -0.4%
MCM
46
Maple Capital Management
Vermont
$320K 10,230 +1,530 +18%
EWM
47
Evermay Wealth Management
Virginia
$246K 7,860 – –
DAS
48
Dynamic Advisor Solutions
Arizona
$234K 7,478 +7,478 New
CC
49
Cognios Capital
Kansas
$209K 6,700 -552 -8%
PMFA
50
Plante Moran Financial Advisors
Michigan
$126K 4,040 – –
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