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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

80 hedge funds and large institutions have $455M invested in ProShares Large Cap Core Plus in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
80
Holders Change
+11
Holders Change %
+15.94%
% of All Funds
1.82%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
18
Increased
30
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$136M
2
MA
2
Mutual Advisors
Nebraska
$7.94M
3
MCM
3
Mainstay Capital Management
Michigan
$2.84M
4
Morgan Stanley
4
Morgan Stanley
New York
$78.3M
5
UBS Group
5
UBS Group
Switzerland
$10.4M

Top Sellers

1
IA
1
IFP Advisors
Florida
$0
2
SBL
2
Sargent Bickham Lagudis
Colorado
$8.75M
3
LPT
3
Legacy Private Trust
Wisconsin
$21.8M
4
AF
4
AMG Funds
Connecticut
$2.53M
5
Jane Street
5
Jane Street
New York
$1.3M
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
1
Merit Financial Group
Georgia
$136M 2,029,907 +2,029,907 New
Morgan Stanley
2
Morgan Stanley
New York
$78.3M 1,172,873 +42,453 +4%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$64.9M 971,917 +18,903 +2%
LPT
4
Legacy Private Trust
Wisconsin
$21.8M 326,195 -17,532 -5%
LPL Financial
5
LPL Financial
California
$19.9M 298,523 +17,777 +6%
Wells Fargo
6
Wells Fargo
California
$14.7M 220,727 +314 +0.1%
Bank of America
7
Bank of America
North Carolina
$14.4M 215,024 -320 -0.1%
UBS Group
8
UBS Group
Switzerland
$10.4M 155,155 +38,911 +33%
SBL
9
Sargent Bickham Lagudis
Colorado
$8.75M 130,993 -21,637 -14%
MA
10
Mutual Advisors
Nebraska
$7.94M 118,882 +118,882 New
FIM
11
Freedom Investment Management
Connecticut
$7.76M 116,247 -865 -0.7%
CS
12
Comerica Securities
Michigan
$6.88M 102,778 +1,738 +2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$6.26M 93,773 -2,262 -2%
LFAS
14
Level Four Advisory Services
Texas
$4.27M 63,930 -783 -1%
Comerica Bank
15
Comerica Bank
Texas
$3.38M 47,811 +2,639 +6%
MML Investors Services
16
MML Investors Services
Massachusetts
$3.23M 48,389 -88 -0.2%
ECM
17
Evergreen Capital Management
Washington
$2.86M 42,893 – –
MCM
18
Mainstay Capital Management
Michigan
$2.84M 42,526 +42,526 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.8M 41,863 -5,689 -12%
AFNAS
20
American Financial Network Advisory Services
California
$2.66M 39,767 +7,173 +22%
AF
21
AMG Funds
Connecticut
$2.53M 37,835 -13,800 -27%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2.28M 34,127 -5,580 -14%
ST
23
Spinnaker Trust
Maine
$2.26M 33,821 – –
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.93M 28,935 +10,605 +58%
LIM
25
Leavell Investment Management
Alabama
$1.53M 22,859 +500 +2%
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