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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

80 hedge funds and large institutions have $455M invested in ProShares Large Cap Core Plus in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
80
Holders Change
+11
Holders Change %
+15.94%
% of All Funds
1.82%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
18
Increased
30
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$78.3M
2
UBS Group
2
UBS Group
Switzerland
$10.4M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$64.9M
4
LPL Financial
4
LPL Financial
California
$19.9M
5
ACM
5
AlphaStar Capital Management
North Carolina
$1.02M

Top Sellers

1
IA
1
IFP Advisors
Florida
$0
2
SBL
2
Sargent Bickham Lagudis
Colorado
$8.75M
3
LPT
3
Legacy Private Trust
Wisconsin
$21.8M
4
AF
4
AMG Funds
Connecticut
$2.53M
5
Jane Street
5
Jane Street
New York
$1.3M
Name Market Value Shares Shares
Change 		Shares
Change %
GRP
51
Global Retirement Partners
California
$322K 4,829 -926 -16%
AIP
52
Ahrens Investment Partners
Louisiana
$321K 4,815 +4,815 New
EWM
53
Evermay Wealth Management
Virginia
$262K 3,930 – –
DAS
54
Dynamic Advisor Solutions
Arizona
$256K 3,834 +95 +3%
CC
55
Cognios Capital
Kansas
$243K 3,646 +296 +9%
CAN
56
Cetera Advisor Networks
California
$213K 3,191 +3,191 New
IWM
57
IHT Wealth Management
Illinois
$192K 2,797 +2,797 New
PMFA
58
Plante Moran Financial Advisors
Michigan
$135K 2,020 – –
SG Americas Securities
59
SG Americas Securities
New York
$124K 1,855 +1,855 New
AG
60
Advisor Group
Arizona
$121K 1,826 +508 +39%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$101K 1,517 +6 +0.4%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$100K 1,500 -300 -17%
RFC
63
Regions Financial Corp
Alabama
$96K 1,438 +1,438 New
BCI
64
Brinker Capital Investments
Pennsylvania
$95K 1,425 +190 +15%
BWA
65
Burt Wealth Advisors
Maryland
$95K 1,422 +389 +38%
ADL
66
Asset Dedication LLC
California
$83K 1,255 +725 +137%
GWM
67
Geneos Wealth Management
Colorado
$66K 1,000 – –
Citigroup
68
Citigroup
New York
$58K 864 – –
AF
69
Allworth Financial
California
$51K 768 -477 -38%
JFA
70
JNBA Financial Advisors
Minnesota
$35K 520 – –
FANJ
71
Financial Architects (New Jersey)
New Jersey
$32K 482 +2 +0.4%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$28K 414 – –
PCA
73
Providence Capital Advisors
North Carolina
$27K 408 +408 New
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$19K 290 +1 +0.3%
GI
75
Gradient Investments
Minnesota
$5K 82 +82 New
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