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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

92 hedge funds and large institutions have $570M invested in ProShares Large Cap Core Plus in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 34 reducing their positions, and 6 closing their positions.

Holders
92
Holders Change
+3
Holders Change %
+3.37%
% of All Funds
2.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
9
Increased
23
Reduced
34
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$184M
2
Morgan Stanley
2
Morgan Stanley
New York
$100M
3
AFNAS
3
American Financial Network Advisory Services
California
$2.31M
4
MCM
4
Mainstay Capital Management
Michigan
$3.08M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.71M

Top Sellers

1
LFAS
1
Level Four Advisory Services
Texas
$1.53M
2
UBS Group
2
UBS Group
Switzerland
$9.56M
3
CF
3
Centaurus Financial
California
$1.09K
4
CS
4
Comerica Securities
Michigan
$5.5M
5
Bank of America
5
Bank of America
North Carolina
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
51
Breiter Capital Management
Florida
$426K -$51.3K -1,420 -11%
BCM
52
Bienville Capital Management
New York
$420K – – –
GRP
53
Global Retirement Partners
California
$405K +$43.4K +1,200 +12%
EWA
54
EP Wealth Advisors
California
$400K – – –
LNC
55
Lincoln National Corp
Pennsylvania
$359K – – –
FAAS
56
First Allied Advisory Services
California
$352K -$21.6K -600 -6%
IWM
57
IHT Wealth Management
Illinois
$310K +$47K +1,300 +18%
HighTower Advisors
58
HighTower Advisors
Illinois
$287K +$287K +7,958 New
EWM
59
Evermay Wealth Management
Virginia
$277K – – –
MCM
60
Maple Capital Management
Vermont
$268K -$10.8K -300 -4%
CAN
61
Cetera Advisor Networks
California
$266K +$14.4K +400 +6%
Stifel Financial
62
Stifel Financial
Missouri
$262K -$18.4K -510 -7%
UR
63
USCA RIA
Texas
$260K – – –
BCI
64
Brinker Capital Investments
Pennsylvania
$223K +$17.1K +474 +8%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$205K -$552K -15,306 -73%
CAAS
66
Capital Asset Advisory Services
Michigan
$202K +$202K +5,592 New
AGA
67
Accuvest Global Advisors
Utah
$202K +$202K +5,600 New
PMFA
68
Plante Moran Financial Advisors
Michigan
$146K – – –
BWA
69
Burt Wealth Advisors
Maryland
$146K – – –
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$108K – – –
RFC
71
Regions Financial Corp
Alabama
$104K -$18.1K -500 -15%
Citigroup
72
Citigroup
New York
$79K – – –
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$77K – – –
ASN
74
Advisory Services Network
Georgia
$67K -$1.09K -30 -2%
FANJ
75
Financial Architects (New Jersey)
New Jersey
$35K – – –
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3
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