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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

98 hedge funds and large institutions have $581M invested in ProShares Large Cap Core Plus in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
98
Holders Change
+9
Holders Change %
+10.11%
% of All Funds
1.94%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
18
Increased
23
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$214M
2
AF
2
Apexium Financial
Texas
$4.01M
3
IAA
3
Independent Advisor Alliance
North Carolina
$3.8M
4
Wells Fargo
4
Wells Fargo
California
$17.2M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.49M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$68.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$88.2M
3
LPT
3
Legacy Private Trust
Wisconsin
$21.1M
4
Jane Street
4
Jane Street
New York
$768K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.6M
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
1
Merit Financial Group
Georgia
$214M 2,771,006 +92,112 +3%
Morgan Stanley
2
Morgan Stanley
New York
$88.2M 1,143,329 -27,425 -2%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$68.3M 885,036 -91,799 -9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.6M 292,457 -15,628 -5%
LPT
5
Legacy Private Trust
Wisconsin
$21.1M 273,800 -24,955 -8%
LPL Financial
6
LPL Financial
California
$19.5M 252,617 -13,406 -5%
Wells Fargo
7
Wells Fargo
California
$17.2M 223,196 +16,357 +8%
Bank of America
8
Bank of America
North Carolina
$11.5M 149,485 -1,416 -0.9%
BRWM
9
B. Riley Wealth Management
Tennessee
$11.4M 148,304 -4,098 -3%
MA
10
Mutual Advisors
Nebraska
$10M 129,788 +1,403 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$8.49M 110,050 -3,730 -3%
CS
12
Comerica Securities
Michigan
$7.91M 102,008 -2,731 -3%
UBS Group
13
UBS Group
Switzerland
$7.76M 100,592 -655 -0.6%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$6.35M 82,228 +391 +0.5%
FIM
15
Freedom Investment Management
Connecticut
$5.49M 71,148 -2,136 -3%
SBL
16
Sargent Bickham Lagudis
Colorado
$4.21M 54,585 -152 -0.3%
AF
17
Apexium Financial
Texas
$4.01M 51,850 +51,850 New
IAA
18
Independent Advisor Alliance
North Carolina
$3.8M 49,244 +49,244 New
MCM
19
Mainstay Capital Management
Michigan
$3.18M 41,164 +1,254 +3%
BRWA
20
B. Riley Wealth Advisors
Florida
$1.91M 24,698 +172 +0.7%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$1.81M 23,455 +514 +2%
US Bancorp
22
US Bancorp
Minnesota
$1.75M 22,646 +2,032 +10%
LFAS
23
Level Four Advisory Services
Texas
$1.63M 21,135 -64 -0.3%
ECM
24
Evergreen Capital Management
Washington
$1.61M 20,840 – –
LIM
25
Leavell Investment Management
Alabama
$1.61M 20,712 – –
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