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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

84 hedge funds and large institutions have $271M invested in ProShares Large Cap Core Plus in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 33 reducing their positions, and 6 closing their positions.

Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
18
Reduced
33
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PS
1
Portfolio Strategies
New York
$15.2M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$10.5M
3
BRWM
3
B. Riley Wealth Management
Tennessee
$13.9M
4
SWM
4
SeaCrest Wealth Management
New York
$991K
5
PWM
5
PRW Wealth Management
Massachusetts
$343K

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$414K
2
Morgan Stanley
2
Morgan Stanley
New York
$67.3M
3
LPL Financial
3
LPL Financial
California
$15.5M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$42.5M
5
GCP
5
Gill Capital Partners
Colorado
$7.11M
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
51
Belpointe Asset Management
Nevada
$326K 3,280 – –
BFEC
52
Benjamin F. Edwards & Company
Missouri
$324K 3,266 +1 +0%
CAM
53
Cresset Asset Management
Illinois
$321K 3,231 – –
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$306K 3,077 – –
MAFM
55
Mid Atlantic Financial Management
Pennsylvania
$293K 2,956 -27 -0.9%
MML Investors Services
56
MML Investors Services
Massachusetts
$292K 2,938 -19 -0.6%
JWCA
57
J.W. Cole Advisors
Florida
$273K 2,748 +1 +0%
IAA
58
Independent Advisor Alliance
North Carolina
$268K 2,697 +2,697 New
Fidelity Investments
59
Fidelity Investments
Massachusetts
$263K 2,646 +1,024 +63%
EWM
60
Evermay Wealth Management
Virginia
$242K 2,441 – –
SWM
61
Soundmark Wealth Management
Washington
$218K 2,198 – –
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$202K 2,039 +3 +0.1%
GRP
63
Global Retirement Partners
California
$172K 1,735 – –
SPIA
64
Steward Partners Investment Advisory
New York
$159K 1,600 -2,588 -62%
SFPG
65
Stonebridge Financial Planning Group
Florida
$156K 1,544 – –
ADL
66
Asset Dedication LLC
California
$127K 1,289 -550 -30%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$106K 1,072 +1,072 New
TFA
68
Toth Financial Advisory
Virginia
$99K 994 – –
HWMA
69
Heritage Wealth Management (Arizona)
Arizona
$89K 896 -118 -12%
HWA
70
HHM Wealth Advisors
Tennessee
$78K 785 – –
EWM
71
Endurance Wealth Management
Rhode Island
$72K 731 – –
US Bancorp
72
US Bancorp
Minnesota
$65K 659 +659 New
EW
73
Evoke Wealth
California
$63K 634 – –
JFA
74
JNBA Financial Advisors
Minnesota
$50K 508 +1 +0.2%
SCA
75
Stonebridge Capital Advisors
Minnesota
$38K 400 +200 +100%
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