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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

87 hedge funds and large institutions have $288M invested in ProShares Large Cap Core Plus in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 4 closing their positions.

Holders
87
Holders Change
+4
Holders Change %
+4.82%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
24
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFG
1
Nations Financial Group
Iowa
$1.93M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$10.6M
3
BRWM
3
B. Riley Wealth Management
Tennessee
$16.6M
4
Wells Fargo
4
Wells Fargo
California
$6.96M
5
PIA
5
Perennial Investment Advisors
California
$515K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$14M
2
GCP
2
Gill Capital Partners
Colorado
$5.85M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$7.01M
4
MFG
4
Merit Financial Group
Georgia
$1.04M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.61M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.56M 13,970 -1,737 -11%
LIM
27
Leavell Investment Management
Alabama
$1.52M 13,629 – –
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.48M 13,255 -229 -2%
CMS
29
Capital Market Strategies
Florida
$1.42M 12,737 +12,737 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.22M 10,915 +744 +7%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.1M 9,860 -4,977 -34%
RMC
32
Regis Management Company
California
$1.09M 9,780 – –
MFG
33
Merit Financial Group
Georgia
$1.04M 9,338 -9,734 -51%
APA
34
American Portfolios Advisors
New York
$1.03M 9,293 -31 -0.3%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$963K 8,646 +8,646 New
RJA
36
Raymond James & Associates
Florida
$895K 8,039 – –
ACA
37
Atlas Capital Advisors
Wyoming
$883K 7,932 -300 -4%
ECM
38
Evergreen Capital Management
Washington
$755K 6,776 – –
KAS
39
Kestra Advisory Services
Texas
$695K 6,242 +1,853 +42%
SWM
40
SeaCrest Wealth Management
New York
$691K 6,209 – –
CAAS
41
Capital Asset Advisory Services
Michigan
$568K 5,104 -223 -4%
HighTower Advisors
42
HighTower Advisors
Illinois
$551K 4,943 -67 -1%
PG
43
Patten Group
Tennessee
$547K 4,908 +1,260 +35%
AF
44
Apexium Financial
Texas
$518K 4,656 – –
PIA
45
Perennial Investment Advisors
California
$515K 4,620 +4,620 New
IAA
46
Independent Advisor Alliance
North Carolina
$502K 4,506 +1,780 +65%
CAN
47
Cetera Advisor Networks
California
$476K 4,276 +1 +0%
WP
48
WealthPLAN Partners
Nebraska
$468K 8,764 +4,382 +100%
MCM
49
Mainstay Capital Management
Michigan
$464K 4,165 -4,165 -50%
MCM
50
MAI Capital Management
Ohio
$414K 3,715 – –
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