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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

87 hedge funds and large institutions have $539M invested in ProShares Large Cap Core Plus in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
87
Holders Change
-5
Holders Change %
-5.43%
% of All Funds
1.89%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
9
Increased
27
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$193M
2
ACA
2
Atlas Capital Advisors
Wyoming
$1.38M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22M
4
CF
4
Centaurus Financial
California
$960K
5
Wells Fargo
5
Wells Fargo
California
$12.9M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$69.3M
2
SBL
2
Sargent Bickham Lagudis
Colorado
$3.88M
3
LPT
3
Legacy Private Trust
Wisconsin
$21.5M
4
Bank of America
4
Bank of America
North Carolina
$10.8M
5
ST
5
Spinnaker Trust
Maine
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LWM
76
Liberty Wealth Management
California
$14K 200 +200 New
SCA
77
Stonebridge Capital Advisors
Minnesota
$14K 200 +200 New
BRWM
78
B. Riley Wealth Management
Tennessee
$11.8K 168,043 +6,163 +4%
NFG
79
Next Financial Group
Texas
$8K 114 – –
NR
80
Newfound Research
Massachusetts
$8K 118 +28 +31%
SF
81
Synovus Financial
Georgia
$7K 101 – –
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$3K 46 -256 -85%
SIS
83
Sound Income Strategies
Florida
$2K 29 – –
DWM
84
Doyle Wealth Management
Florida
$2K 30 +30 New
Fidelity Investments
85
Fidelity Investments
Massachusetts
$2K 37 +36 +3,600%
TFA
86
Transamerica Financial Advisors
Florida
$1K 1 +1 New
ST
87
Spinnaker Trust
Maine
– – -13,500 Closed
BCM
88
Breiter Capital Management
Florida
– – -6,713 Closed
PCA
89
Personal Capital Advisors
California
– – -6,037 Closed
RFN
90
RDA Financial Network
Iowa
– – -3,016 Closed
RFC
91
Regions Financial Corp
Alabama
– – -1,779 Closed
BCI
92
Brinker Capital Investments
Pennsylvania
– – -1,584 Closed
KL
93
KWMG LLC
Kansas
– – -436 Closed
FHB
94
First Hawaiian Bank
Hawaii
– – -338 Closed
CFGS
95
Concourse Financial Group Securities
Alabama
– – -211 Closed
GI
96
Gradient Investments
Minnesota
– – -82 Closed
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
– – -32 Closed
Parallax Volatility Advisers
98
Parallax Volatility Advisers
California
$0 2 – –
1 2 3
4