CSM icon

ProShares Large Cap Core Plus
CSM

Overview Fund Activity

74 hedge funds and large institutions have $234M invested in ProShares Large Cap Core Plus in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
74
Holders Change
-5
Holders Change %
-6.33%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
5
Increased
20
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWM
1
B. Riley Wealth Management
Tennessee
$14.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.62M
3
HF
3
HRT Financial
New York
$752K
4
Wells Fargo
4
Wells Fargo
California
$7.29M
5
LPL Financial
5
LPL Financial
California
$19.3M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$33.8M
2
LPT
2
Legacy Private Trust
Wisconsin
$8.79M
3
Morgan Stanley
3
Morgan Stanley
New York
$60.6M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$312K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$6.14M
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
51
Belpointe Asset Management
Nevada
$252K 3,304 -252 -7%
MML Investors Services
52
MML Investors Services
Massachusetts
$238K 3,124 -203 -6%
BFEC
53
Benjamin F. Edwards & Company
Missouri
$237K 3,112 +475 +18%
CAN
54
Cetera Advisor Networks
California
$235K 3,084 -139 -4%
ADL
55
Asset Dedication LLC
California
$172K 2,258 -16 -0.7%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$155K 2,030 -42 -2%
SFPG
57
Stonebridge Financial Planning Group
Florida
$137K 1,742 +1 +0.1%
GWM
58
Geneos Wealth Management
Colorado
$134K 1,798 -424 -19%
GRP
59
Global Retirement Partners
California
$132K 1,735 -7,569 -81%
TFA
60
Toth Financial Advisory
Virginia
$130K 1,704 -477 -22%
US Bancorp
61
US Bancorp
Minnesota
$109K 1,426 -1,498 -51%
SPIA
62
Steward Partners Investment Advisory
New York
$84K 1,100 -50 -4%
HWA
63
HHM Wealth Advisors
Tennessee
$83K 1,085 -700 -39%
EWM
64
Endurance Wealth Management
Rhode Island
$56K 731 – –
EW
65
Evoke Wealth
California
$48K 634 – –
Fidelity Investments
66
Fidelity Investments
Massachusetts
$43K 565 +416 +279%
JFA
67
JNBA Financial Advisors
Minnesota
$39K 506 – –
ASN
68
Advisory Services Network
Georgia
$30K 389 +389 New
SBL
69
Sargent Bickham Lagudis
Colorado
$28K 366 -620 -63%
SFS
70
Sowell Financial Services
Arkansas
$24K 310 -16 -5%
Citigroup
71
Citigroup
New York
$17K 225 – –
AF
72
Allworth Financial
California
$15K 200 – –
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$12K 159 – –
PFS
74
Prospera Financial Services
Texas
$12K 162 +162 New
XS
75
XR Securities
Illinois
– – -3,054 Closed
1 2
3
4