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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

81 hedge funds and large institutions have $255M invested in ProShares Large Cap Core Plus in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.43%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
25
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCC
1
Money Concepts Capital
Florida
$11.2M
2
Wells Fargo
2
Wells Fargo
California
$9.7M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$7.66M
4
WS
4
Wedbush Securities
California
$1.72M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$8.93M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.26M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$945K
3
BRWM
3
B. Riley Wealth Management
Tennessee
$12.3M
4
LPT
4
Legacy Private Trust
Wisconsin
$6.12M
5
MA
5
Mutual Advisors
Nebraska
$7.94M
Name Market Value Shares Shares
Change 		Shares
Change %
BFEC
51
Benjamin F. Edwards & Company
Missouri
$298K 3,265 -26 -0.8%
CAM
52
Cresset Asset Management
Illinois
$295K 3,231 -12 -0.4%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$281K 3,077 – –
MAFM
54
Mid Atlantic Financial Management
Pennsylvania
$272K 2,983 -40 -1%
MML Investors Services
55
MML Investors Services
Massachusetts
$270K 2,957 -161 -5%
JWCA
56
J.W. Cole Advisors
Florida
$251K 2,747 +2 +0.1%
EWM
57
Evermay Wealth Management
Virginia
$223K 2,441 – –
Comerica Bank
58
Comerica Bank
Texas
$213K 2,216 +2,216 New
SWM
59
Soundmark Wealth Management
Washington
$201K 2,198 +2,198 New
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$186K 2,036 +2 +0.1%
ADL
61
Asset Dedication LLC
California
$167K 1,839 -419 -19%
GRP
62
Global Retirement Partners
California
$158K 1,735 – –
Fidelity Investments
63
Fidelity Investments
Massachusetts
$148K 1,622 +73 +5%
SFPG
64
Stonebridge Financial Planning Group
Florida
$146K 1,544 -200 -11%
HWMA
65
Heritage Wealth Management (Arizona)
Arizona
$93K 1,014 +1,014 New
TFA
66
Toth Financial Advisory
Virginia
$91K 994 -300 -23%
HWA
67
HHM Wealth Advisors
Tennessee
$72K 785 -300 -28%
EWM
68
Endurance Wealth Management
Rhode Island
$67K 731 – –
EW
69
Evoke Wealth
California
$58K 634 – –
GWM
70
Geneos Wealth Management
Colorado
$53K 552 +552 New
TCWM
71
Total Clarity Wealth Management
Illinois
$47K 515 +515 New
JFA
72
JNBA Financial Advisors
Minnesota
$46K 507 +1 +0.2%
SFS
73
Sowell Financial Services
Arkansas
$30K 310 – –
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$28K 305 +305 New
Citigroup
75
Citigroup
New York
$21K 225 – –
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3
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