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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

89 hedge funds and large institutions have $512M invested in ProShares Large Cap Core Plus in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
2.04%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
8
Increased
39
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$163M
2
FF
2
Fluent Financial
Texas
$4.19M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$8.69M
4
Morgan Stanley
4
Morgan Stanley
New York
$89.8M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$69.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.11M
2
UBS Group
2
UBS Group
Switzerland
$10.4M
3
MCM
3
Mainstay Capital Management
Michigan
$1.48M
4
ECM
4
Evergreen Capital Management
Washington
$1.6M
5
CS
5
Comerica Securities
Michigan
$6.01M
Name Market Value Shares Shares
Change 		Shares
Change %
FAAS
51
First Allied Advisory Services
California
$351K 5,180 +440 +9%
GRP
52
Global Retirement Partners
California
$338K 5,004 +154 +3%
LNC
53
Lincoln National Corp
Pennsylvania
$336K 4,969 +125 +3%
Stifel Financial
54
Stifel Financial
Missouri
$263K 3,885 +255 +7%
MCM
55
Maple Capital Management
Vermont
$261K 3,860 -2,255 -37%
EWM
56
Evermay Wealth Management
Virginia
$259K 3,830 – –
IWM
57
IHT Wealth Management
Illinois
$246K 3,640 -42 -1%
UR
58
USCA RIA
Texas
$243K 3,595 +3,595 New
CAN
59
Cetera Advisor Networks
California
$236K 3,482 +290 +9%
DAS
60
Dynamic Advisor Solutions
Arizona
$209K 3,095 -525 -15%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$204K 3,021 +3,021 New
BCI
62
Brinker Capital Investments
Pennsylvania
$193K 2,855 +306 +12%
BWA
63
Burt Wealth Advisors
Maryland
$137K 2,022 +600 +42%
PMFA
64
Plante Moran Financial Advisors
Michigan
$136K 2,020 – –
RFC
65
Regions Financial Corp
Alabama
$114K 1,688 +250 +17%
AG
66
Advisor Group
Arizona
$112K 1,658 +127 +8%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$101K 1,500 – –
Citigroup
68
Citigroup
New York
$74K 1,089 +225 +26%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$72K 1,072 +1,072 New
GWM
70
Geneos Wealth Management
Colorado
$67K 1,000 – –
ASN
71
Advisory Services Network
Georgia
$66K 940 -23 -2%
AF
72
Allworth Financial
California
$52K 768 – –
JFA
73
JNBA Financial Advisors
Minnesota
$35K 520 – –
ADL
74
Asset Dedication LLC
California
$33K 486 -44 -8%
FANJ
75
Financial Architects (New Jersey)
New Jersey
$33K 486 +1 +0.2%
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