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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

79 hedge funds and large institutions have $232M invested in ProShares Large Cap Core Plus in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 46 reducing their positions, and 12 closing their positions.

Holders
79
Holders Change
-4
Holders Change %
-4.82%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
8
Increased
12
Reduced
46
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$17.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.01M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.82M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$329K
5
RFN
5
RDA Financial Network
Iowa
$237K

Top Sellers

1
MFG
1
Merit Financial Group
Georgia
$2.12M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$38.7M
3
Wells Fargo
3
Wells Fargo
California
$6.35M
4
LPT
4
Legacy Private Trust
Wisconsin
$11.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.68M
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$229K 3,223 -199 -6%
XS
52
XR Securities
Illinois
$217K 3,054 +3,054 New
US Bancorp
53
US Bancorp
Minnesota
$208K 2,924 -832 -22%
NI
54
Nepsis Inc
Minnesota
$205K 2,894 +2,894 New
BFEC
55
Benjamin F. Edwards & Company
Missouri
$187K 2,637 -944 -26%
ADL
56
Asset Dedication LLC
California
$161K 2,274 +379 +20%
TFA
57
Toth Financial Advisory
Virginia
$155K 2,181 -686 -24%
GWM
58
Geneos Wealth Management
Colorado
$152K 2,222 -448 -17%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$148K 2,072 +1,244 +150%
HWA
60
HHM Wealth Advisors
Tennessee
$127K 1,785 – –
SFPG
61
Stonebridge Financial Planning Group
Florida
$124K 1,741 -418 -19%
SPIA
62
Steward Partners Investment Advisory
New York
$82K 1,150 – –
PAG
63
Private Advisor Group
New Jersey
$77K 1,081 +1,081 New
SBL
64
Sargent Bickham Lagudis
Colorado
$70K 986 -54,559 -98%
EWM
65
Endurance Wealth Management
Rhode Island
$52K 731 – –
EW
66
Evoke Wealth
California
$45K 634 – –
JFA
67
JNBA Financial Advisors
Minnesota
$36K 506 – –
FANJ
68
Financial Architects (New Jersey)
New Jersey
$36K 501 +3 +0.6%
SFS
69
Sowell Financial Services
Arkansas
$23K 326 – –
Citigroup
70
Citigroup
New York
$16K 225 -864 -79%
SCA
71
Stonebridge Capital Advisors
Minnesota
$14K 200 – –
AF
72
Allworth Financial
California
$14K 200 – –
Fidelity Investments
73
Fidelity Investments
Massachusetts
$11K 149 -35 -19%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$11K 159 +113 +246%
OPS
75
Orion Portfolio Solutions
Nebraska
$9K 131 +131 New
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