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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

84 hedge funds and large institutions have $271M invested in ProShares Large Cap Core Plus in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 33 reducing their positions, and 6 closing their positions.

Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
18
Reduced
33
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PS
1
Portfolio Strategies
New York
$15.2M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$10.5M
3
BRWM
3
B. Riley Wealth Management
Tennessee
$13.9M
4
SWM
4
SeaCrest Wealth Management
New York
$991K
5
PWM
5
PRW Wealth Management
Massachusetts
$343K

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$414K
2
Morgan Stanley
2
Morgan Stanley
New York
$67.3M
3
LPL Financial
3
LPL Financial
California
$15.5M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$42.5M
5
GCP
5
Gill Capital Partners
Colorado
$7.11M
Name Market Value Shares Shares
Change 		Shares
Change %
LIM
26
Leavell Investment Management
Alabama
$1.36M 14,920 – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.29M 13,006 -5,832 -31%
Stifel Financial
28
Stifel Financial
Missouri
$1.25M 12,563 +1,147 +10%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.06M 10,661 -120 -1%
EP
30
Eudaimonia Partners
Tennessee
$1.02M 10,255 +3,351 +49%
SWM
31
SeaCrest Wealth Management
New York
$991K 9,983 +3,609 +57%
RMC
32
Regis Management Company
California
$971K 9,780 – –
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$957K 9,633 -718 -7%
APA
34
American Portfolios Advisors
New York
$917K 9,230 -98 -1%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$858K 8,646 – –
ACA
36
Atlas Capital Advisors
Wyoming
$819K 8,250 – –
RJA
37
Raymond James & Associates
Florida
$798K 8,039 -3,778 -32%
ECM
38
Evergreen Capital Management
Washington
$673K 6,776 – –
WP
39
WealthPLAN Partners
Nebraska
$571K 5,569 +37 +0.7%
CAAS
40
Capital Asset Advisory Services
Michigan
$529K 5,323 -6 -0.1%
HighTower Advisors
41
HighTower Advisors
Illinois
$499K 5,021 -27 -0.5%
MCM
42
Mainstay Capital Management
Michigan
$414K 4,165 -35,001 -89%
KAS
43
Kestra Advisory Services
Texas
$410K 4,130 +81 +2%
CAN
44
Cetera Advisor Networks
California
$376K 3,786 +201 +6%
MCM
45
MAI Capital Management
Ohio
$369K 3,715 – –
TFS
46
Thoroughbred Financial Services
Tennessee
$357K 3,595 -153 -4%
RFN
47
RDA Financial Network
Iowa
$344K 3,464 -17 -0.5%
PWM
48
PRW Wealth Management
Massachusetts
$343K 3,450 +3,450 New
PG
49
Patten Group
Tennessee
$343K 3,450 +3,450 New
BCM
50
Bienville Capital Management
New York
$328K 3,300 – –
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