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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

83 hedge funds and large institutions have $265M invested in ProShares Large Cap Core Plus in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 34 reducing their positions, and 6 closing their positions.

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
6
Increased
21
Reduced
34
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$1.61M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.49M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$8.91M
4
Wells Fargo
4
Wells Fargo
California
$11.2M
5
MCM
5
Mainstay Capital Management
Michigan
$834K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$6.67M
2
Morgan Stanley
2
Morgan Stanley
New York
$66.1M
3
LFAS
3
Level Four Advisory Services
Texas
$0
4
AF
4
Apexium Financial
Texas
$466K
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$41.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
51
Cresset Asset Management
Illinois
$311K 3,100 -131 -4%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$304K 3,036 +390 +15%
MML Investors Services
53
MML Investors Services
Massachusetts
$292K 2,911 -27 -0.9%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$283K 2,821 -256 -8%
MAFM
55
Mid Atlantic Financial Management
Pennsylvania
$282K 2,814 -142 -5%
IAA
56
Independent Advisor Alliance
North Carolina
$273K 2,726 +29 +1%
EWM
57
Evermay Wealth Management
Virginia
$237K 2,366 -75 -3%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$235K 2,351 +2,351 New
SWM
59
Soundmark Wealth Management
Washington
$220K 2,198 – –
PSF
60
Pacific Sun Financial
California
$216K 2,160 +2,160 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$204K 2,041 +2 +0.1%
GRP
62
Global Retirement Partners
California
$174K 1,735 – –
SFPG
63
Stonebridge Financial Planning Group
Florida
$167K 1,544 – –
SPIA
64
Steward Partners Investment Advisory
New York
$155K 1,550 -50 -3%
ADL
65
Asset Dedication LLC
California
$130K 1,289 – –
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$111K 1,072 – –
HWMA
67
Heritage Wealth Management (Arizona)
Arizona
$90K 896 – –
TFA
68
Toth Financial Advisory
Virginia
$87K 866 -128 -13%
HWA
69
HHM Wealth Advisors
Tennessee
$79K 785 – –
EWM
70
Endurance Wealth Management
Rhode Island
$73K 731 – –
EW
71
Evoke Wealth
California
$63K 634 – –
TCWM
72
Total Clarity Wealth Management
Illinois
$52K 515 +515 New
JFA
73
JNBA Financial Advisors
Minnesota
$51K 509 +1 +0.2%
LFG
74
Larson Financial Group
Missouri
$30K 302 +302 New
US Bancorp
75
US Bancorp
Minnesota
$21K 210 -449 -68%
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