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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

98 hedge funds and large institutions have $581M invested in ProShares Large Cap Core Plus in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
98
Holders Change
+9
Holders Change %
+10.11%
% of All Funds
1.94%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
18
Increased
23
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$214M
2
AF
2
Apexium Financial
Texas
$4.01M
3
IAA
3
Independent Advisor Alliance
North Carolina
$3.8M
4
Wells Fargo
4
Wells Fargo
California
$17.2M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.49M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$68.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$88.2M
3
LPT
3
Legacy Private Trust
Wisconsin
$21.1M
4
Jane Street
4
Jane Street
New York
$768K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$1.59M 20,573 +234 +1%
ACA
27
Atlas Capital Advisors
Wyoming
$1.51M 19,503 – –
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.49M 19,363 +9,186 +90%
TFA
29
Toth Financial Advisory
Virginia
$1.44M 18,646 +1,063 +6%
FFN
30
Focus Financial Network
Minnesota
$1.44M 18,524 -1,258 -6%
AWS
31
AJ Wealth Strategies
New York
$1.35M 17,544 -2,762 -14%
WS
32
Wedbush Securities
California
$1.33M 17,163 +370 +2%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.32M 17,077 -8,243 -33%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$1.3M 16,814 +1,460 +10%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$1.14M 14,750 -1,990 -12%
RJA
36
Raymond James & Associates
Florida
$1.14M 14,741 – –
IWM
37
IHT Wealth Management
Illinois
$1.05M 13,591 +2 +0%
APA
38
American Portfolios Advisors
New York
$967K 12,530 +26 +0.2%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$858K 8,646 – –
CF
40
Centaurus Financial
California
$848K 10,992 -2,582 -19%
PS
41
Portfolio Strategies
New York
$809K 10,480 -53 -0.5%
Comerica Bank
42
Comerica Bank
Texas
$769K 9,855 -1,268 -11%
Jane Street
43
Jane Street
New York
$768K 9,948 -21,569 -68%
RMC
44
Regis Management Company
California
$755K 9,780 – –
AG
45
Advisor Group
Arizona
$749K 9,689 +41 +0.4%
GWM
46
Geneos Wealth Management
Colorado
$706K 9,144 +86 +0.9%
BAM
47
Belpointe Asset Management
Nevada
$693K 8,975 +8,975 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$684K 8,865 -6,287 -41%
MML Investors Services
49
MML Investors Services
Massachusetts
$682K 8,837 -4,384 -33%
SWM
50
SeaCrest Wealth Management
New York
$659K 8,534 -50 -0.6%
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