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ProShares Large Cap Core Plus

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.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

5% more capital invested

Capital invested by funds: $242M → $255M (+$13.1M)

1% more funds holding

Funds holding: 8081 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.17% less ownership

Funds ownership: 113.51%113.34% (-0.17%)

29% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 35

Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.42%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
51
Benjamin F. Edwards & Company
Missouri
$298K -$2.29K -52 -0.8%
CAM
52
Cresset Asset Management
Illinois
$295K -$1.06K -24 -0.4%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$281K
MAFM
54
Mid Atlantic Financial Management
Pennsylvania
$272K -$3.52K -80 -1%
MML Investors Services
55
MML Investors Services
Massachusetts
$270K -$14.2K -322 -5%
JWCA
56
J.W. Cole Advisors
Florida
$251K +$176 +4 +0.1%
EWM
57
Evermay Wealth Management
Virginia
$223K
Comerica Bank
58
Comerica Bank
Texas
$213K +$195K +4,432 New
SWM
59
Soundmark Wealth Management
Washington
$201K +$194K +4,396 New
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$186K +$176 +4 +0.1%
ADL
61
Asset Dedication LLC
California
$167K -$36.9K -838 -19%
GRP
62
Global Retirement Partners
California
$158K
Fidelity Investments
63
Fidelity Investments
Massachusetts
$148K +$6.43K +146 +5%
SFPG
64
Stonebridge Financial Planning Group
Florida
$146K -$17.6K -400 -11%
HWMA
65
Heritage Wealth Management (Arizona)
Arizona
$93K +$89.4K +2,028 New
TFA
66
Toth Financial Advisory
Virginia
$91K -$26.4K -600 -23%
HWA
67
HHM Wealth Advisors
Tennessee
$72K -$26.4K -600 -28%
EWM
68
Endurance Wealth Management
Rhode Island
$67K
EW
69
Evoke Wealth
California
$58K
GWM
70
Geneos Wealth Management
Colorado
$53K +$48.7K +1,104 New
TCWM
71
Total Clarity Wealth Management
Illinois
$47K +$45.4K +1,030 New
JFA
72
JNBA Financial Advisors
Minnesota
$46K +$88 +2 +0.2%
SFS
73
Sowell Financial Services
Arkansas
$30K
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$28K +$26.9K +610 New
Citigroup
75
Citigroup
New York
$21K