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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

87 hedge funds and large institutions have $288M invested in ProShares Large Cap Core Plus in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 4 closing their positions.

Holders
87
Holders Change
+4
Holders Change %
+4.82%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
24
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFG
1
Nations Financial Group
Iowa
$1.93M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$10.6M
3
BRWM
3
B. Riley Wealth Management
Tennessee
$16.6M
4
Wells Fargo
4
Wells Fargo
California
$6.96M
5
PIA
5
Perennial Investment Advisors
California
$515K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$14M
2
GCP
2
Gill Capital Partners
Colorado
$5.85M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$7.01M
4
MFG
4
Merit Financial Group
Georgia
$1.04M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.61M
Name Market Value Shares Shares
Change 		Shares
Change %
TFS
51
Thoroughbred Financial Services
Tennessee
$400K 3,596 +1 +0%
BCM
52
Bienville Capital Management
New York
$367K 3,300 – –
RFN
53
RDA Financial Network
Iowa
$359K 3,226 -99 -3%
BAM
54
Belpointe Asset Management
Nevada
$351K 3,155 -125 -4%
CAM
55
Cresset Asset Management
Illinois
$345K 3,100 – –
Fidelity Investments
56
Fidelity Investments
Massachusetts
$338K 3,035 -1 -0%
MML Investors Services
57
MML Investors Services
Massachusetts
$320K 2,875 -36 -1%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$315K 2,833 +482 +21%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$314K 2,821 – –
JWCA
60
J.W. Cole Advisors
Florida
$306K 2,751 +2,751 New
BFEC
61
Benjamin F. Edwards & Company
Missouri
$278K 2,494 -671 -21%
EWM
62
Evermay Wealth Management
Virginia
$263K 2,366 – –
SWM
63
Soundmark Wealth Management
Washington
$245K 2,198 – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$239K 2,144 +103 +5%
WE
65
Wealth Effects
Massachusetts
$234K 2,101 +2,101 New
WP
66
WealthSource Partners
California
$219K 1,963 +1,963 New
SPIA
67
Steward Partners Investment Advisory
New York
$173K 1,550 – –
SFPG
68
Stonebridge Financial Planning Group
Florida
$162K 3,087 +1,543 +100%
ADL
69
Asset Dedication LLC
California
$145K 1,289 – –
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$120K 1,072 – –
TFA
71
Toth Financial Advisory
Virginia
$96K 866 – –
HWA
72
HHM Wealth Advisors
Tennessee
$87K 785 – –
SCA
73
Snowden Capital Advisors
New York
$83K 746 +746 New
EWM
74
Endurance Wealth Management
Rhode Island
$81K 731 – –
EW
75
Evoke Wealth
California
$71K 634 – –
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