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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

74 hedge funds and large institutions have $234M invested in ProShares Large Cap Core Plus in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
74
Holders Change
-5
Holders Change %
-6.33%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
5
Increased
20
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWM
1
B. Riley Wealth Management
Tennessee
$14.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.62M
3
HF
3
HRT Financial
New York
$752K
4
Wells Fargo
4
Wells Fargo
California
$7.29M
5
LPL Financial
5
LPL Financial
California
$19.3M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$33.8M
2
LPT
2
Legacy Private Trust
Wisconsin
$8.79M
3
Morgan Stanley
3
Morgan Stanley
New York
$60.6M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$312K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$6.14M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$60.6M 794,918 -17,618 -2%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$33.8M 444,130 -101,533 -19%
LPL Financial
3
LPL Financial
California
$19.3M 253,545 +4,932 +2%
BRWM
4
B. Riley Wealth Management
Tennessee
$14.8M 194,690 +33,585 +21%
MA
5
Mutual Advisors
Nebraska
$9.3M 121,864 -923 -0.8%
LPT
6
Legacy Private Trust
Wisconsin
$8.79M 115,289 -45,043 -28%
Bank of America
7
Bank of America
North Carolina
$7.69M 100,829 -4,968 -5%
Wells Fargo
8
Wells Fargo
California
$7.29M 95,585 +6,119 +7%
GCP
9
Gill Capital Partners
Colorado
$6.84M 89,668 -1,434 -2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$6.74M 88,425 -3,775 -4%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.62M 86,863 +10,397 +14%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$6.14M 80,551 -16,344 -17%
UBS Group
13
UBS Group
Switzerland
$5.88M 77,153 +1,674 +2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.5M 59,023 -6,912 -10%
FIM
15
Freedom Investment Management
Connecticut
$4.31M 56,448 -6,885 -11%
MCM
16
Mainstay Capital Management
Michigan
$2.79M 36,559 -560 -2%
MFG
17
Merit Financial Group
Georgia
$2.55M 33,421 +3,592 +12%
BRWA
18
B. Riley Wealth Advisors
Florida
$1.91M 25,065 +319 +1%
LFAS
19
Level Four Advisory Services
Texas
$1.42M 18,676 +119 +0.6%
AF
20
Apexium Financial
Texas
$1.34M 17,509 -2,537 -13%
LIM
21
Leavell Investment Management
Alabama
$1.23M 16,095 – –
AWS
22
AJ Wealth Strategies
New York
$1.16M 15,245 +4,094 +37%
WS
23
Wedbush Securities
California
$1.15M 15,028 -287 -2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.12M 14,696 +472 +3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$996K 13,050 -12,645 -49%
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