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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

80 hedge funds and large institutions have $455M invested in ProShares Large Cap Core Plus in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
80
Holders Change
+11
Holders Change %
+15.94%
% of All Funds
1.82%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
18
Increased
30
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$78.3M
2
UBS Group
2
UBS Group
Switzerland
$10.4M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$64.9M
4
LPL Financial
4
LPL Financial
California
$19.9M
5
ACM
5
AlphaStar Capital Management
North Carolina
$1.02M

Top Sellers

1
IA
1
IFP Advisors
Florida
$0
2
SBL
2
Sargent Bickham Lagudis
Colorado
$8.75M
3
LPT
3
Legacy Private Trust
Wisconsin
$21.8M
4
AF
4
AMG Funds
Connecticut
$2.53M
5
Jane Street
5
Jane Street
New York
$1.3M
Name Market Value Shares Shares
Change 		Shares
Change %
WS
26
Wedbush Securities
California
$1.53M 22,849 -141 -0.6%
AWS
27
AJ Wealth Strategies
New York
$1.41M 21,069 -7 -0%
Jane Street
28
Jane Street
New York
$1.3M 19,449 -10,200 -34%
CWA
29
Cypress Wealth Advisors
California
$1.27M 19,044 -5,296 -22%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$1.25M 18,673 +1,497 +9%
BRWA
31
B. Riley Wealth Advisors
Florida
$1.22M 18,272 +493 +3%
CA
32
Cetera Advisors
Colorado
$1.2M 17,999 +1,393 +8%
RIL
33
Rothschild Investment LLC
Illinois
$1.19M 17,750 – –
CAAS
34
Capital Asset Advisory Services
Michigan
$1.11M 16,557 +1,220 +8%
ACM
35
AlphaStar Capital Management
North Carolina
$1.02M 15,237 +15,237 New
PS
36
Portfolio Strategies
New York
$988K 14,802 +14,802 New
TFA
37
Toth Financial Advisory
Virginia
$842K 12,607 +918 +8%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$810K 12,125 +3,360 +38%
APA
39
American Portfolios Advisors
New York
$807K 12,091 +12,091 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$751K 11,244 +46 +0.4%
SWM
41
SeaCrest Wealth Management
New York
$660K 9,886 +9,886 New
RMC
42
Regis Management Company
California
$653K 9,780 – –
BCM
43
Bienville Capital Management
New York
$603K 9,000 – –
US Bancorp
44
US Bancorp
Minnesota
$585K 8,765 +1,245 +17%
RJA
45
Raymond James & Associates
Florida
$563K 8,431 +250 +3%
CF
46
Centaurus Financial
California
$521K 7,809 +7,809 New
BCM
47
Breiter Capital Management
Florida
$463K 6,937 +6,937 New
MCM
48
Maple Capital Management
Vermont
$399K 5,970 +855 +17%
EWA
49
EP Wealth Advisors
California
$366K 5,484 +23 +0.4%
FAAS
50
First Allied Advisory Services
California
$341K 5,111 – –
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