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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

92 hedge funds and large institutions have $544M invested in ProShares Large Cap Core Plus in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
92
Holders Change
+4
Holders Change %
+4.55%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
13
Increased
27
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$184M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$20.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$91.6M
4
FFN
4
Focus Financial Network
Minnesota
$1.84M
5
Bank of America
5
Bank of America
North Carolina
$13M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Wells Fargo
2
Wells Fargo
California
$11.7M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$2.02M
4
UBS Group
4
UBS Group
Switzerland
$7.17M
5
LPL Financial
5
LPL Financial
California
$21.2M
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
1
Merit Financial Group
Georgia
$184M 2,684,190 +123,270 +5%
Morgan Stanley
2
Morgan Stanley
New York
$91.6M 1,339,582 +51,920 +4%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$72.5M 1,059,464 -10,014 -0.9%
LPT
4
Legacy Private Trust
Wisconsin
$24.3M 354,861 +9,969 +3%
LPL Financial
5
LPL Financial
California
$21.2M 310,222 -26,498 -8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$20.4M 297,636 +59,303 +25%
Bank of America
7
Bank of America
North Carolina
$13M 190,739 +19,475 +11%
Wells Fargo
8
Wells Fargo
California
$11.7M 170,716 -48,495 -22%
BRWM
9
B. Riley Wealth Management
Tennessee
$11.1M 161,880 -9,226 -5%
MA
10
Mutual Advisors
Nebraska
$8.04M 117,510 -2,381 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$7.96M 116,295 +5,610 +5%
SBL
12
Sargent Bickham Lagudis
Colorado
$7.46M 109,084 -832 -0.8%
CS
13
Comerica Securities
Michigan
$7.35M 107,519 -10,678 -9%
UBS Group
14
UBS Group
Switzerland
$7.17M 104,779 -32,894 -24%
FIM
15
Freedom Investment Management
Connecticut
$6.49M 94,820 -4,095 -4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$6.13M 89,592 -1,672 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.74M 40,013 +338 +0.9%
MCM
18
Mainstay Capital Management
Michigan
$2.03M 29,664 -8,418 -22%
MML Investors Services
19
MML Investors Services
Massachusetts
$2.02M 29,507 -35,002 -54%
FFN
20
Focus Financial Network
Minnesota
$1.84M 26,969 +26,969 New
ECM
21
Evergreen Capital Management
Washington
$1.58M 23,040 -600 -3%
BRWA
22
B. Riley Wealth Advisors
Florida
$1.51M 21,997 +611 +3%
LIM
23
Leavell Investment Management
Alabama
$1.5M 21,909 – –
LFAS
24
Level Four Advisory Services
Texas
$1.48M 21,595 +45 +0.2%
AWS
25
AJ Wealth Strategies
New York
$1.44M 21,069 – –
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