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ProShares Large Cap Core Plus

33 hedge funds and large institutions have $97.4M invested in ProShares Large Cap Core Plus in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

180% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 5

22% more funds holding

Funds holding: 2733 (+6)

18% more capital invested

Capital invested by funds: $82.8M → $97.4M (+$14.6M)

17.83% less ownership

Funds ownership: 217.97%200.14% (-18%)

Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$39.7M -$1.62M -81,592 -4%
U
2
UBS
Switzerland
$18.4M +$240K +12,128 +1%
Wells Fargo
3
Wells Fargo
California
$7.68M +$260K +13,108 +4%
NYLIM
4
New York Life Investment Management
New York
$4.98M +$4.97M +250,748 New
BCI
5
Brinker Capital Investments
Pennsylvania
$3.65M +$396K +20,000 +12%
Jane Street
6
Jane Street
New York
$3.52M +$3.51M +177,336 New
AIG
7
American International Group
New York
$2.94M -$407K -20,548 -12%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.76M +$2.76M +139,132 New
Bank of America
9
Bank of America
North Carolina
$2.19M -$1.58M -79,908 -42%
LIM
10
Leavell Investment Management
Alabama
$1.92M +$39.6K +2,000 +2%
B
11
Baird
Wisconsin
$1.86M +$936K +47,228 +101%
LPL Financial
12
LPL Financial
California
$1.48M +$329K +16,620 +30%
WS
13
Wedbush Securities
California
$1.39M +$70.4K +3,552 +5%
FIM
14
Freedom Investment Management
Connecticut
$1.21M +$664K +33,492 +122%
CWM
15
Concert Wealth Management
California
$1.18M +$228K +11,488 +24%
HighTower Advisors
16
HighTower Advisors
Illinois
$731K +$3.57K +180 +0.5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$401K -$12.7K -640 -3%
VKH
18
Virtu KCG Holdings
New York
$320K +$319K +16,104 New
TNBTD
19
Trustmark National Bank Trust Department
Mississippi
$302K
TFA
20
Transamerica Financial Advisors
Florida
$241K +$41.7K +2,104 +21%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$117K +$34.4K +1,736 +42%
NES
22
New England Securities
New York
$87K +$85.2K +4,300 +5,375%
RIA
23
Regal Investment Advisors
Michigan
$82K
MFS
24
MSI Financial Services
Massachusetts
$46K +$15.9K +804 +53%
JFA
25
JNBA Financial Advisors
Minnesota
$21K