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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

87 hedge funds and large institutions have $539M invested in ProShares Large Cap Core Plus in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
87
Holders Change
-5
Holders Change %
-5.43%
% of All Funds
1.89%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
9
Increased
27
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$193M
2
ACA
2
Atlas Capital Advisors
Wyoming
$1.38M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22M
4
CF
4
Centaurus Financial
California
$960K
5
Wells Fargo
5
Wells Fargo
California
$12.9M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$69.3M
2
SBL
2
Sargent Bickham Lagudis
Colorado
$3.88M
3
LPT
3
Legacy Private Trust
Wisconsin
$21.5M
4
Bank of America
4
Bank of America
North Carolina
$10.8M
5
ST
5
Spinnaker Trust
Maine
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
26
Atlas Capital Advisors
Wyoming
$1.38M 19,618 +19,618 New
US Bancorp
27
US Bancorp
Minnesota
$1.31M 18,557 +794 +4%
TFS
28
Thoroughbred Financial Services
Tennessee
$1.3M 20,728 +12,493 +152%
WS
29
Wedbush Securities
California
$1.21M 17,158 -156 -0.9%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.19M 16,841 -2,407 -13%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$1.15M 16,254 -991 -6%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$1.12M 15,930 +1,172 +8%
TFA
33
Toth Financial Advisory
Virginia
$1.11M 15,679 +2,603 +20%
Stifel Financial
34
Stifel Financial
Missouri
$1.1M 15,607 +209 +1%
RJA
35
Raymond James & Associates
Florida
$1.06M 15,106 +975 +7%
IWM
36
IHT Wealth Management
Illinois
$971K 13,784 -678 -5%
CF
37
Centaurus Financial
California
$960K 13,623 +12,631 +1,273%
APA
38
American Portfolios Advisors
New York
$879K 12,474 -54 -0.4%
PS
39
Portfolio Strategies
New York
$861K 12,244 -291 -2%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$858K 8,646 – –
Comerica Bank
41
Comerica Bank
Texas
$794K 11,123 -1,767 -14%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$708K 10,060 +48 +0.5%
RMC
43
Regis Management Company
California
$689K 9,780 -9,780 -50%
AG
44
Advisor Group
Arizona
$660K 9,363 -228 -2%
CAM
45
Cresset Asset Management
Illinois
$637K 9,044 +9,044 New
SWM
46
SeaCrest Wealth Management
New York
$605K 8,583 -370 -4%
GWM
47
Geneos Wealth Management
Colorado
$587K 8,342 +1,828 +28%
PFG
48
Pacific Financial Group
Washington
$529K 7,733 – –
WP
49
WealthSource Partners
California
$517K 7,337 +7,337 New
AFNAS
50
American Financial Network Advisory Services
California
$513K 7,337 -110 -1%
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