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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

86 hedge funds and large institutions have $482M invested in ProShares Large Cap Core Plus in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 4 closing their positions.

Holders
86
Holders Change
+6
Holders Change %
+7.5%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
10
Increased
28
Reduced
30
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$148M
2
Morgan Stanley
2
Morgan Stanley
New York
$85.6M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$5.51M
4
Jane Street
4
Jane Street
New York
$4.35M
5
UBS Group
5
UBS Group
Switzerland
$12.4M

Top Sellers

1
RIL
1
Rothschild Investment LLC
Illinois
$0
2
Comerica Bank
2
Comerica Bank
Texas
$2.32M
3
Bank of America
3
Bank of America
North Carolina
$13.4M
4
CAAS
4
Capital Asset Advisory Services
Michigan
$290K
5
SBL
5
Sargent Bickham Lagudis
Colorado
$7.9M
Name Market Value Shares Shares
Change 		Shares
Change %
GRP
51
Global Retirement Partners
California
$323K 4,850 +21 +0.4%
LNC
52
Lincoln National Corp
Pennsylvania
$322K 4,844 +4,844 New
FAAS
53
First Allied Advisory Services
California
$316K 4,740 -371 -7%
CAAS
54
Capital Asset Advisory Services
Michigan
$290K 4,355 -12,202 -74%
EWM
55
Evermay Wealth Management
Virginia
$255K 3,830 -100 -3%
Stifel Financial
56
Stifel Financial
Missouri
$242K 3,630 +3,630 New
DAS
57
Dynamic Advisor Solutions
Arizona
$241K 3,620 -214 -6%
IWM
58
IHT Wealth Management
Illinois
$237K 3,682 +885 +32%
CC
59
Cognios Capital
Kansas
$226K 3,401 -245 -7%
CAN
60
Cetera Advisor Networks
California
$213K 3,192 +1 +0%
BCI
61
Brinker Capital Investments
Pennsylvania
$170K 2,549 +1,124 +79%
PMFA
62
Plante Moran Financial Advisors
Michigan
$134K 2,020 – –
AG
63
Advisor Group
Arizona
$102K 1,531 -295 -16%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$101K 1,525 +8 +0.5%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$100K 1,500 – –
RFC
66
Regions Financial Corp
Alabama
$96K 1,438 – –
BWA
67
Burt Wealth Advisors
Maryland
$95K 1,422 – –
GWM
68
Geneos Wealth Management
Colorado
$66K 1,000 – –
ASN
69
Advisory Services Network
Georgia
$64K 963 +963 New
Citigroup
70
Citigroup
New York
$57K 864 – –
AF
71
Allworth Financial
California
$51K 768 – –
IIC
72
Integrated Investment Consultants
Michigan
$41K 613 +613 New
ADL
73
Asset Dedication LLC
California
$35K 530 -725 -58%
JFA
74
JNBA Financial Advisors
Minnesota
$35K 520 – –
FANJ
75
Financial Architects (New Jersey)
New Jersey
$32K 485 +3 +0.6%
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3
4