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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

98 hedge funds and large institutions have $581M invested in ProShares Large Cap Core Plus in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
98
Holders Change
+9
Holders Change %
+10.11%
% of All Funds
1.94%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
18
Increased
23
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$214M
2
AF
2
Apexium Financial
Texas
$4.01M
3
IAA
3
Independent Advisor Alliance
North Carolina
$3.8M
4
Wells Fargo
4
Wells Fargo
California
$17.2M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.49M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$68.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$88.2M
3
LPT
3
Legacy Private Trust
Wisconsin
$21.1M
4
Jane Street
4
Jane Street
New York
$768K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
51
Cresset Asset Management
Illinois
$609K 7,897 -1,032 -12%
TFS
52
Thoroughbred Financial Services
Tennessee
$556K 7,210 – –
WP
53
WealthSource Partners
California
$544K 7,042 -295 -4%
GRP
54
Global Retirement Partners
California
$523K 6,776 -199 -3%
CAAS
55
Capital Asset Advisory Services
Michigan
$510K 6,396 +6,396 New
MGIA
56
Moneta Group Investment Advisors
Missouri
$507K 6,569 +6,569 New
PCA
57
Personal Capital Advisors
California
$460K 5,954 – –
BCM
58
Bienville Capital Management
New York
$449K 5,800 – –
WP
59
WealthPLAN Partners
Nebraska
$447K 5,563 +5,563 New
ACM
60
AlphaStar Capital Management
North Carolina
$426K 5,521 -280 -5%
CAS
61
Cascadia Advisory Services
Oregon
$379K 4,905 +4,905 New
EH
62
Equitable Holdings
New York
$376K 4,874 +4,874 New
FAAS
63
First Allied Advisory Services
California
$302K 3,921 -440 -10%
HighTower Advisors
64
HighTower Advisors
Illinois
$290K 3,748 -21 -0.6%
MAFM
65
Mid Atlantic Financial Management
Pennsylvania
$285K 3,689 +140 +4%
WEPOG
66
Wealth Enhancement & Preservation of GA
Georgia
$282K 3,644 +3,644 New
BFEC
67
Benjamin F. Edwards & Company
Missouri
$278K 3,596 – –
CAN
68
Cetera Advisor Networks
California
$271K 3,521 -158 -4%
MCM
69
Maple Capital Management
Vermont
$264K 3,420 +125 +4%
RFN
70
RDA Financial Network
Iowa
$249K 3,198 -58 -2%
HR
71
Hayden Royal
North Carolina
$215K 2,686 +2,686 New
JWCA
72
J.W. Cole Advisors
Florida
$210K 2,727 +2,727 New
HWA
73
HHM Wealth Advisors
Tennessee
$207K 2,685 +2,685 New
SFPG
74
Stonebridge Financial Planning Group
Florida
$166K 2,156 +2,156 New
SPIA
75
Steward Partners Investment Advisory
New York
$88K 1,150 +200 +21%
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3
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