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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

80 hedge funds and large institutions have $242M invested in ProShares Large Cap Core Plus in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 37 reducing their positions, and 2 closing their positions.

Holders
80
Holders Change
+6
Holders Change %
+8.11%
% of All Funds
1.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
9
Increased
16
Reduced
37
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.9M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$7.86M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.62M
4
KAS
4
Kestra Advisory Services
Texas
$467K
5
Citadel Advisors
5
Citadel Advisors
Florida
$443K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$58.5M
2
LPL Financial
2
LPL Financial
California
$14.3M
3
BRWM
3
B. Riley Wealth Management
Tennessee
$13.7M
4
LPT
4
Legacy Private Trust
Wisconsin
$7.82M
5
MA
5
Mutual Advisors
Nebraska
$9.06M
Name Market Value Shares Shares
Change 		Shares
Change %
FFN
51
Focus Financial Network
Minnesota
$299K 3,548 -1,337 -27%
BCM
52
Bienville Capital Management
New York
$278K 3,300 – –
BFEC
53
Benjamin F. Edwards & Company
Missouri
$278K 3,291 +179 +6%
BAM
54
Belpointe Asset Management
Nevada
$277K 3,281 -23 -0.7%
CAM
55
Cresset Asset Management
Illinois
$274K 3,243 -1,170 -27%
MML Investors Services
56
MML Investors Services
Massachusetts
$263K 3,118 -6 -0.2%
CAN
57
Cetera Advisor Networks
California
$260K 3,085 +1 +0%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$260K 3,077 +3,077 New
MAFM
59
Mid Atlantic Financial Management
Pennsylvania
$255K 3,023 -625 -17%
JWCA
60
J.W. Cole Advisors
Florida
$232K 2,745 +2,745 New
EWM
61
Evermay Wealth Management
Virginia
$206K 2,441 +2,441 New
ADL
62
Asset Dedication LLC
California
$192K 2,258 – –
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$172K 2,034 +4 +0.2%
SFPG
64
Stonebridge Financial Planning Group
Florida
$147K 1,744 +2 +0.1%
GRP
65
Global Retirement Partners
California
$146K 1,735 – –
SPIA
66
Steward Partners Investment Advisory
New York
$135K 1,600 +500 +45%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$131K 1,549 +984 +174%
TFA
68
Toth Financial Advisory
Virginia
$109K 1,294 -410 -24%
HWA
69
HHM Wealth Advisors
Tennessee
$92K 1,085 – –
EWM
70
Endurance Wealth Management
Rhode Island
$62K 731 – –
EW
71
Evoke Wealth
California
$53K 634 – –
JFA
72
JNBA Financial Advisors
Minnesota
$43K 506 – –
US Bancorp
73
US Bancorp
Minnesota
$35K 420 -1,006 -71%
ASN
74
Advisory Services Network
Georgia
$33K 389 – –
SBL
75
Sargent Bickham Lagudis
Colorado
$31K 366 – –
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