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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

98 hedge funds and large institutions have $581M invested in ProShares Large Cap Core Plus in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
98
Holders Change
+9
Holders Change %
+10.11%
% of All Funds
1.94%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
18
Increased
23
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$214M
2
AF
2
Apexium Financial
Texas
$4.01M
3
IAA
3
Independent Advisor Alliance
North Carolina
$3.8M
4
Wells Fargo
4
Wells Fargo
California
$17.2M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.49M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$68.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$88.2M
3
LPT
3
Legacy Private Trust
Wisconsin
$21.1M
4
Jane Street
4
Jane Street
New York
$768K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$84K 1,089 – –
TCWM
77
Total Clarity Wealth Management
Illinois
$84K 1,083 +1,083 New
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$64K 828 – –
SAM
79
S.A. Mason
Michigan
$60K 773 +773 New
ADL
80
Asset Dedication LLC
California
$57K 741 – –
EWM
81
Endurance Wealth Management
Rhode Island
$56K 731 – –
JFA
82
JNBA Financial Advisors
Minnesota
$39K 506 -14 -3%
FANJ
83
Financial Architects (New Jersey)
New Jersey
$38K 496 +2 +0.4%
ASN
84
Advisory Services Network
Georgia
$31K 396 -27 -6%
PCA
85
Providence Capital Advisors
North Carolina
$31K 408 – –
SFS
86
Sowell Financial Services
Arkansas
$25K 326 – –
WAP
87
Wealthcare Advisory Partners
Pennsylvania
$23K 299 +2 +0.7%
SCA
88
Stonebridge Capital Advisors
Minnesota
$15K 200 – –
AF
89
Allworth Financial
California
$15K 200 – –
OPS
90
Orion Portfolio Solutions
Nebraska
$10K 131 +131 New
NFG
91
Next Financial Group
Texas
$9K 114 – –
SF
92
Synovus Financial
Georgia
$8K 102 – –
NR
93
Newfound Research
Massachusetts
$7K 88 -31 -26%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$6K 83 +49 +144%
SWM
95
Sugarloaf Wealth Management
Georgia
$6K 74 +74 New
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$4K 46 – –
AA
97
Advisory Alpha
Michigan
$3.7K 47 +47 New
SIS
98
Sound Income Strategies
Florida
$2K 29 – –
Citadel Advisors
99
Citadel Advisors
Florida
– – -8,738 Closed
PFG
100
Pacific Financial Group
Washington
– – -7,733 Closed
1 2 3
4
5