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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

66 hedge funds and large institutions have $266M invested in ProShares Large Cap Core Plus in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
5
Increased
22
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPT
1
Legacy Private Trust
Wisconsin
$17.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$67.2M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$2.84M
4
LPL Financial
4
LPL Financial
California
$15.8M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.43M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$551K
2
CAAS
2
Capital Asset Advisory Services
Michigan
$1.07M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$69K
4
Jane Street
4
Jane Street
New York
$0
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$57.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$67.2M 1,117,725 +61,032 +6%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$57.8M 960,911 -45,295 -5%
LPT
3
Legacy Private Trust
Wisconsin
$17.7M 295,138 +295,138 New
LPL Financial
4
LPL Financial
California
$15.8M 263,366 +26,883 +11%
Wells Fargo
5
Wells Fargo
California
$14.4M 239,550 -17,817 -7%
Bank of America
6
Bank of America
North Carolina
$14.2M 236,897 +21,906 +10%
SBL
7
Sargent Bickham Lagudis
Colorado
$10.6M 177,015 -6,448 -4%
UBS Group
8
UBS Group
Switzerland
$7.79M 129,505 +11,173 +9%
FIM
9
Freedom Investment Management
Connecticut
$7.35M 122,297 -29,214 -19%
CS
10
Comerica Securities
Michigan
$6.25M 103,915 +1,543 +2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$5.74M 95,462 -4,319 -4%
AF
12
AMG Funds
Connecticut
$4.2M 69,885 -39,875 -36%
LFAS
13
Level Four Advisory Services
Texas
$3.51M 60,423 -950 -2%
Comerica Bank
14
Comerica Bank
Texas
$2.85M 46,509 -7,493 -14%
MML Investors Services
15
MML Investors Services
Massachusetts
$2.84M 47,293 +47,293 New
CWA
16
Cypress Wealth Advisors
California
$2.28M 37,833 -37,195 -50%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.26M 37,649 +1,386 +4%
ST
18
Spinnaker Trust
Maine
$2.03M 33,821 – –
IA
19
IFP Advisors
Florida
$1.9M 31,546 +1,889 +6%
LIM
20
Leavell Investment Management
Alabama
$1.54M 25,559 – –
WS
21
Wedbush Securities
California
$1.43M 23,763 +9,195 +63%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.43M 23,725 +23,725 New
AWS
23
AJ Wealth Strategies
New York
$1.27M 21,076 -3,185 -13%
CAAS
24
Capital Asset Advisory Services
Michigan
$1.07M 17,860 -236,754 -93%
RIL
25
Rothschild Investment LLC
Illinois
$1.07M 17,750 – –
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