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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

69 hedge funds and large institutions have $284M invested in ProShares Large Cap Core Plus in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
21
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPT
1
Legacy Private Trust
Wisconsin
$21.5M
2
ECM
2
Evergreen Capital Management
Washington
$2.68M
3
AFNAS
3
American Financial Network Advisory Services
California
$2.04M
4
Jane Street
4
Jane Street
New York
$1.85M
5
LPL Financial
5
LPL Financial
California
$17.6M

Top Sellers

1
SBL
1
Sargent Bickham Lagudis
Colorado
$9.54M
2
Bank of America
2
Bank of America
North Carolina
$13.5M
3
Wells Fargo
3
Wells Fargo
California
$13.8M
4
AF
4
AMG Funds
Connecticut
$3.23M
5
CWA
5
Cypress Wealth Advisors
California
$1.52M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$70.7M 1,130,420 +12,695 +1%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$59.6M 953,014 -7,897 -0.8%
LPT
3
Legacy Private Trust
Wisconsin
$21.5M 343,727 +48,589 +16%
LPL Financial
4
LPL Financial
California
$17.6M 280,746 +17,380 +7%
Wells Fargo
5
Wells Fargo
California
$13.8M 220,413 -19,137 -8%
Bank of America
6
Bank of America
North Carolina
$13.5M 215,344 -21,553 -9%
SBL
7
Sargent Bickham Lagudis
Colorado
$9.54M 152,630 -24,385 -14%
FIM
8
Freedom Investment Management
Connecticut
$7.32M 117,112 -5,185 -4%
UBS Group
9
UBS Group
Switzerland
$7.27M 116,244 -13,261 -10%
CS
10
Comerica Securities
Michigan
$6.35M 101,040 -2,875 -3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$6.01M 96,035 +573 +0.6%
LFAS
12
Level Four Advisory Services
Texas
$4.05M 64,713 +4,290 +7%
AF
13
AMG Funds
Connecticut
$3.23M 51,635 -18,250 -26%
MML Investors Services
14
MML Investors Services
Massachusetts
$3.03M 48,477 +1,184 +3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.97M 47,552 +9,903 +26%
Comerica Bank
16
Comerica Bank
Texas
$2.88M 45,172 -1,337 -3%
ECM
17
Evergreen Capital Management
Washington
$2.68M 42,893 +42,893 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.48M 39,707 +15,982 +67%
IA
19
IFP Advisors
Florida
$2.47M 39,571 +8,025 +25%
ST
20
Spinnaker Trust
Maine
$2.11M 33,821 – –
AFNAS
21
American Financial Network Advisory Services
California
$2.04M 32,594 +32,594 New
Jane Street
22
Jane Street
New York
$1.85M 29,649 +29,649 New
CWA
23
Cypress Wealth Advisors
California
$1.52M 24,340 -13,493 -36%
WS
24
Wedbush Securities
California
$1.44M 22,990 -773 -3%
LIM
25
Leavell Investment Management
Alabama
$1.4M 22,359 -3,200 -13%
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