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ProShares Large Cap Core Plus
CSM
CSM
81 hedge funds and large institutions have $255M invested in ProShares Large Cap Core Plus in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 35 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
5% more capital invested
Capital invested by funds: $242M → $255M (+$13.1M)
1% more funds holding
Funds holding: 80 → 81 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.17% less ownership
Funds ownership: 113.51% → 113.34% (-0.17%)
29% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 35
Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
25
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.54M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.39M |
| 3 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$2.41M |
| 4 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$2.26M |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$1.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
76
Allworth Financial
Folsom,
California
| $18K | – | – | – |
|
|
SCA
77
Stonebridge Capital Advisors
St Paul,
Minnesota
| $18K | +$17.6K | +400 | New |
|
|
SBL
78
Sargent Bickham Lagudis
Boulder,
Colorado
| $16K | -$17K | -386 | -53% |
|
79
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $11K | +$10.2K | +232 | New |
|
|
SFP
80
Sterling Financial Planning
Sparta,
New Jersey
| $8K | +$88 | +2 | +1% |
|
81
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $4K | -$9.96K | -226 | -71% |
|
|
IWM
82
IHT Wealth Management
Chicago,
Illinois
| – | -$1.05M | -24,790 | Closed |
|
|
HF
83
HRT Financial
New York
| – | -$581K | -13,774 | Closed |
|
84
Citadel Advisors
Miami,
Florida
| – | -$443K | -10,502 | Closed |
|
|
P
85
Palladiem
Bryn Mawr,
Pennsylvania
| – | -$347K | -8,224 | Closed |
|
|
FFN
86
Focus Financial Network
Minneapolis,
Minnesota
| – | -$299K | -7,096 | Closed |
|
87
US Bancorp
Minneapolis,
Minnesota
| – | -$35K | -840 | Closed |
|
|
ASN
88
Advisory Services Network
Atlanta,
Georgia
| – | -$33K | -778 | Closed |
|