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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

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.

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
–

Top Buyers

1
PFG
1
Pacific Financial Group
Washington
$20M
2
Morgan Stanley
2
Morgan Stanley
New York
$61.6M
3
Wells Fargo
3
Wells Fargo
California
$10.2M
4
LPL Financial
4
LPL Financial
California
$2.86M
5
TFA
5
Transamerica Financial Advisors
Florida
$2.5M

Top Sellers

1
AIG
1
American International Group
New York
$65.3K
2
Jane Street
2
Jane Street
New York
$0
3
U
3
UBS
Switzerland
$11.7M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$723K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$61.6M 640,910 +56,428 +10%
PFG
2
Pacific Financial Group
Washington
$20M 208,357 +141,389 +211%
U
3
UBS
Switzerland
$11.7M 122,219 -4,454 -4%
Wells Fargo
4
Wells Fargo
California
$10.2M 106,259 +25,162 +31%
Comerica Bank
5
Comerica Bank
Texas
$5.88M 61,207 +4,094 +7%
Bank of America
6
Bank of America
North Carolina
$5.85M 60,907 +2,701 +5%
BCI
7
Brinker Capital Investments
Pennsylvania
$4.43M 46,109 +109 +0.2%
LIM
8
Leavell Investment Management
Alabama
$3.95M 41,097 +3,045 +8%
FIM
9
Freedom Investment Management
Connecticut
$3.49M 36,373 +5,545 +18%
LPL Financial
10
LPL Financial
California
$2.86M 30,165 +17,471 +138%
CWM
11
Concert Wealth Management
California
$2.5M 26,049 +3,857 +17%
TFA
12
Transamerica Financial Advisors
Florida
$2.5M 25,992 +15,232 +142%
WS
13
Wedbush Securities
California
$2.4M 24,979 +337 +1%
PSI
14
Pinnacle Summer Investments
Virginia
$1.35M 14,036 +1,951 +16%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.34M 13,936 +10,241 +277%
CS
16
Comerica Securities
Michigan
$1.19M 12,369 +12,369 New
VKH
17
Virtu KCG Holdings
New York
$1.11M 11,541 +6,240 +118%
HighTower Advisors
18
HighTower Advisors
Illinois
$967K 10,066 +302 +3%
ST
19
Spinnaker Trust
Maine
$904K 9,415 +9,415 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$723K 7,525 -175 -2%
WSTAM
21
Wilbanks Smith & Thomas Asset Management
Virginia
$686K 7,145 +4,245 +146%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$635K 6,606 +400 +6%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$581K 6,049 +5,533 +1,072%
EWM
24
Evermay Wealth Management
Virginia
$578K 6,015 – –
CA
25
Cetera Advisors
Colorado
$452K 4,705 +1,045 +29%
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