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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

79 hedge funds and large institutions have $232M invested in ProShares Large Cap Core Plus in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 46 reducing their positions, and 12 closing their positions.

Holders
79
Holders Change
-4
Holders Change %
-4.82%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
8
Increased
12
Reduced
46
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$17.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.01M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.82M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$329K
5
RFN
5
RDA Financial Network
Iowa
$237K

Top Sellers

1
MFG
1
Merit Financial Group
Georgia
$2.12M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$38.7M
3
Wells Fargo
3
Wells Fargo
California
$6.35M
4
LPT
4
Legacy Private Trust
Wisconsin
$11.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.68M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$57.7M 812,536 -30,684 -4%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$38.7M 545,663 -266,504 -33%
LPL Financial
3
LPL Financial
California
$17.6M 248,613 +24,565 +11%
BRWM
4
B. Riley Wealth Management
Tennessee
$11.4M 161,105 -27,538 -15%
LPT
5
Legacy Private Trust
Wisconsin
$11.4M 160,332 -64,725 -29%
MA
6
Mutual Advisors
Nebraska
$8.71M 122,787 -692 -0.6%
Bank of America
7
Bank of America
North Carolina
$7.51M 105,797 -21,104 -17%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$6.88M 96,895 -14,603 -13%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$6.54M 92,200 -1,225 -1%
GCP
10
Gill Capital Partners
Colorado
$6.47M 91,102 +1,017 +1%
Wells Fargo
11
Wells Fargo
California
$6.35M 89,466 -81,953 -48%
Osaic Holdings
12
Osaic Holdings
Arizona
$5.43M 76,466 -43,481 -36%
UBS Group
13
UBS Group
Switzerland
$5.36M 75,479 -10,753 -12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.68M 65,935 -58,427 -47%
FIM
15
Freedom Investment Management
Connecticut
$4.5M 63,333 -5,998 -9%
MCM
16
Mainstay Capital Management
Michigan
$2.63M 37,119 -1,982 -5%
MFG
17
Merit Financial Group
Georgia
$2.12M 29,829 -1,942,309 -98%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.82M 25,695 +7,077 +38%
BRWA
19
B. Riley Wealth Advisors
Florida
$1.76M 24,746 +82 +0.3%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.54M 21,652 -6,838 -24%
AF
21
Apexium Financial
Texas
$1.42M 20,046 -13,664 -41%
LFAS
22
Level Four Advisory Services
Texas
$1.32M 18,557 -665 -3%
LIM
23
Leavell Investment Management
Alabama
$1.15M 16,095 -3,617 -18%
WS
24
Wedbush Securities
California
$1.09M 15,315 -308 -2%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$1.07M 15,046 -1,875 -11%
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