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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

87 hedge funds and large institutions have $539M invested in ProShares Large Cap Core Plus in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
87
Holders Change
-5
Holders Change %
-5.43%
% of All Funds
1.89%
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
27
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$193M
2
ACA
2
Atlas Capital Advisors
Wyoming
$1.38M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22M
4
CF
4
Centaurus Financial
California
$960K
5
Wells Fargo
5
Wells Fargo
California
$12.9M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$69.3M
2
SBL
2
Sargent Bickham Lagudis
Colorado
$3.88M
3
LPT
3
Legacy Private Trust
Wisconsin
$21.5M
4
Bank of America
4
Bank of America
North Carolina
$10.8M
5
ST
5
Spinnaker Trust
Maine
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GRP
51
Global Retirement Partners
California
$481K 6,834 +1,743 +34%
BCM
52
Bienville Capital Management
New York
$410K 5,800 – –
ACM
53
AlphaStar Capital Management
North Carolina
$399K 5,666 -6 -0.1%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$314K 4,481 -11,619 -72%
FAAS
55
First Allied Advisory Services
California
$311K 4,408 -550 -11%
WPW
56
Waldron Private Wealth
Pennsylvania
$275K 3,900 – –
HighTower Advisors
57
HighTower Advisors
Illinois
$271K 3,849 +763 +25%
MCM
58
Maple Capital Management
Vermont
$253K 3,595 -465 -11%
MAFM
59
Mid Atlantic Financial Management
Pennsylvania
$249K 3,537 – –
CAN
60
Cetera Advisor Networks
California
$249K 3,552 +200 +6%
EWM
61
Evermay Wealth Management
Virginia
$225K 3,196 -534 -14%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$219K 3,115 +3,115 New
BFEC
63
Benjamin F. Edwards & Company
Missouri
$193K 2,737 +166 +6%
PMFA
64
Plante Moran Financial Advisors
Michigan
$142K 2,020 – –
GSWM
65
Golden State Wealth Management
California
$95K 1,359 – –
Citigroup
66
Citigroup
New York
$77K 1,089 – –
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$76K 1,072 – –
SPIA
68
Steward Partners Investment Advisory
New York
$66K 950 +950 New
ADL
69
Asset Dedication LLC
California
$52K 741 +326 +79%
JFA
70
JNBA Financial Advisors
Minnesota
$37K 520 – –
FANJ
71
Financial Architects (New Jersey)
New Jersey
$35K 492 – –
ASN
72
Advisory Services Network
Georgia
$30K 423 -63 -13%
PCA
73
Providence Capital Advisors
North Carolina
$29K 408 – –
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$21K 296 – –
AF
75
Allworth Financial
California
$14K 200 – –
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3
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