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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

81 hedge funds and large institutions have $255M invested in ProShares Large Cap Core Plus in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.43%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
25
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCC
1
Money Concepts Capital
Florida
$11.2M
2
Wells Fargo
2
Wells Fargo
California
$9.7M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$7.66M
4
WS
4
Wedbush Securities
California
$1.72M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$8.93M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.26M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$945K
3
BRWM
3
B. Riley Wealth Management
Tennessee
$12.3M
4
LPT
4
Legacy Private Trust
Wisconsin
$6.12M
5
MA
5
Mutual Advisors
Nebraska
$7.94M
Name Market Value Shares Shares
Change 		Shares
Change %
LIM
26
Leavell Investment Management
Alabama
$1.36M 14,920 -240 -2%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$1.31M 14,394 +1,766 +14%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.27M 13,890 -284 -2%
RJA
29
Raymond James & Associates
Florida
$1.08M 11,817 +3,310 +39%
Stifel Financial
30
Stifel Financial
Missouri
$1.04M 11,416 +164 +1%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$984K 10,781 +1,716 +19%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$945K 10,351 -38,419 -79%
RMC
33
Regis Management Company
California
$893K 9,780 – –
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$858K 8,646 – –
APA
35
American Portfolios Advisors
New York
$851K 9,328 -848 -8%
ACA
36
Atlas Capital Advisors
Wyoming
$753K 8,250 -400 -5%
EP
37
Eudaimonia Partners
Tennessee
$630K 6,904 +1,032 +18%
ECM
38
Evergreen Capital Management
Washington
$619K 6,776 – –
SWM
39
SeaCrest Wealth Management
New York
$582K 6,374 -12 -0.2%
WP
40
WealthPLAN Partners
Nebraska
$531K 5,532 +406 +8%
CAAS
41
Capital Asset Advisory Services
Michigan
$486K 5,329 -155 -3%
HighTower Advisors
42
HighTower Advisors
Illinois
$461K 5,048 -154 -3%
SPIA
43
Steward Partners Investment Advisory
New York
$382K 4,188 +2,588 +162%
KAS
44
Kestra Advisory Services
Texas
$370K 4,049 -1,515 -27%
TFS
45
Thoroughbred Financial Services
Tennessee
$342K 3,748 +1 +0%
MCM
46
MAI Capital Management
Ohio
$339K 3,715 – –
CAN
47
Cetera Advisor Networks
California
$327K 3,585 +500 +16%
RFN
48
RDA Financial Network
Iowa
$318K 3,481 -99 -3%
BCM
49
Bienville Capital Management
New York
$301K 3,300 – –
BAM
50
Belpointe Asset Management
Nevada
$300K 3,280 -1 -0%
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