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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

69 hedge funds and large institutions have $284M invested in ProShares Large Cap Core Plus in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
21
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPT
1
Legacy Private Trust
Wisconsin
$21.5M
2
ECM
2
Evergreen Capital Management
Washington
$2.68M
3
Jane Street
3
Jane Street
New York
$1.85M
4
LPL Financial
4
LPL Financial
California
$17.6M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.48M

Top Sellers

1
SBL
1
Sargent Bickham Lagudis
Colorado
$9.54M
2
Bank of America
2
Bank of America
North Carolina
$13.5M
3
Wells Fargo
3
Wells Fargo
California
$13.8M
4
AF
4
AMG Funds
Connecticut
$3.23M
5
CWA
5
Cypress Wealth Advisors
California
$1.52M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$113K 1,800 – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$94K 1,511 – –
AG
53
Advisor Group
Arizona
$82K 1,318 -5,132 -80%
AF
54
Allworth Financial
California
$78K 1,245 +1,045 +523%
BCI
55
Brinker Capital Investments
Pennsylvania
$77K 1,235 +85 +7%
BWA
56
Burt Wealth Advisors
Maryland
$65K 1,033 – –
GWM
57
Geneos Wealth Management
Colorado
$62K 1,000 – –
Citigroup
58
Citigroup
New York
$54K 864 – –
NFG
59
Next Financial Group
Texas
$39K 614 – –
ADL
60
Asset Dedication LLC
California
$33K 530 – –
JFA
61
JNBA Financial Advisors
Minnesota
$33K 520 – –
FANJ
62
Financial Architects (New Jersey)
New Jersey
$30K 480 -70 -13%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$26K 414 – –
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$18K 289 +289 New
ASN
65
Advisory Services Network
Georgia
$6K 96 – –
OIA
66
OneDigital Investment Advisors
Kansas
$4K 65 – –
TFA
67
Transamerica Financial Advisors
Florida
$1K 1 – –
Ameriprise
68
Ameriprise
Minnesota
– – -12,686 Closed
Creative Planning
69
Creative Planning
Kansas
– – -3,128 Closed
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
– – -450 Closed
WEC
71
Winslow Evans & Crocker
Massachusetts
– – -125 Closed
GI
72
Gradient Investments
Minnesota
– – -82 Closed
Parallax Volatility Advisers
73
Parallax Volatility Advisers
California
$0 2 – –
HI
74
Hudock Inc
Pennsylvania
$0 6 +6 New
1 2
3