We are live on ! Find out more
CSM icon

ProShares Large Cap Core Plus

47 hedge funds and large institutions have $151M invested in ProShares Large Cap Core Plus in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 4

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

26% more capital invested

Capital invested by funds: $121M → $151M (+$30.7M)

12% more funds holding

Funds holding: 4247 (+5)

5.72% more ownership

Funds ownership: 153.8%159.52% (+5.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
47
Holders Change
+5
Holders Change %
+11.9%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
24
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$61.6M +$5.45M +225,712 +10%
PFG
2
Pacific Financial Group
Washington
$20M +$13.7M +565,556 +211%
U
3
UBS
Switzerland
$11.7M -$430K -17,816 -4%
Wells Fargo
4
Wells Fargo
California
$10.2M +$2.43M +100,648 +31%
Comerica Bank
5
Comerica Bank
Texas
$5.88M +$395K +16,376 +7%
Bank of America
6
Bank of America
North Carolina
$5.85M +$261K +10,804 +5%
BCI
7
Brinker Capital Investments
Pennsylvania
$4.43M +$10.5K +436 +0.2%
LIM
8
Leavell Investment Management
Alabama
$3.95M +$294K +12,180 +8%
FIM
9
Freedom Investment Management
Connecticut
$3.49M +$535K +22,180 +18%
LPL Financial
10
LPL Financial
California
$2.86M +$1.69M +69,884 +138%
CWM
11
Concert Wealth Management
California
$2.5M +$372K +15,428 +17%
TFA
12
Transamerica Financial Advisors
Florida
$2.5M +$1.47M +60,928 +142%
WS
13
Wedbush Securities
California
$2.4M +$32.5K +1,348 +1%
PSI
14
Pinnacle Summer Investments
Virginia
$1.35M +$188K +7,804 +16%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.34M +$989K +40,964 +277%
CS
16
Comerica Securities
Michigan
$1.19M +$1.19M +49,476 New
VKH
17
Virtu KCG Holdings
New York
$1.11M +$603K +24,960 +118%
HighTower Advisors
18
HighTower Advisors
Illinois
$967K +$29.2K +1,208 +3%
ST
19
Spinnaker Trust
Maine
$904K +$909K +37,660 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$723K -$16.9K -700 -2%
WSTAM
21
Wilbanks Smith & Thomas Asset Management
Virginia
$686K +$410K +16,980 +146%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$635K +$38.6K +1,600 +6%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$581K +$534K +22,132 +1,072%
EWM
24
Evermay Wealth Management
Virginia
$578K
CA
25
Cetera Advisors
Colorado
$452K +$101K +4,180 +29%