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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

80 hedge funds and large institutions have $242M invested in ProShares Large Cap Core Plus in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 37 reducing their positions, and 2 closing their positions.

Holders
80
Holders Change
+6
Holders Change %
+8.11%
% of All Funds
1.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
9
Increased
16
Reduced
37
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WW
1
Waterfront Wealth
Kansas
$4.93M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.9M
3
MCC
3
Money Concepts Capital
Florida
$903K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$7.86M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.62M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$58.5M
2
LPL Financial
2
LPL Financial
California
$14.3M
3
BRWM
3
B. Riley Wealth Management
Tennessee
$13.7M
4
LPT
4
Legacy Private Trust
Wisconsin
$7.82M
5
MA
5
Mutual Advisors
Nebraska
$9.06M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$58.5M 693,341 -101,577 -13%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$37M 438,381 -5,749 -1%
LPL Financial
3
LPL Financial
California
$14.3M 169,150 -84,395 -33%
BRWM
4
B. Riley Wealth Management
Tennessee
$13.7M 162,350 -32,340 -17%
MA
5
Mutual Advisors
Nebraska
$9.06M 107,371 -14,493 -12%
Wells Fargo
6
Wells Fargo
California
$8.3M 98,410 +2,825 +3%
Bank of America
7
Bank of America
North Carolina
$8.25M 97,790 -3,039 -3%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.86M 93,157 +6,294 +7%
LPT
9
Legacy Private Trust
Wisconsin
$7.82M 92,668 -22,621 -20%
GCP
10
Gill Capital Partners
Colorado
$7.54M 89,309 -359 -0.4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$7.28M 86,277 -2,148 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$6.45M 76,381 -4,170 -5%
UBS Group
13
UBS Group
Switzerland
$5.51M 65,274 -11,879 -15%
WW
14
Waterfront Wealth
Kansas
$4.93M 58,397 +58,397 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.12M 48,770 -10,253 -17%
FIM
16
Freedom Investment Management
Connecticut
$3.88M 45,955 -10,493 -19%
MCM
17
Mainstay Capital Management
Michigan
$3.14M 37,144 +585 +2%
BRWA
18
B. Riley Wealth Advisors
Florida
$1.96M 23,199 -1,866 -7%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.9M 22,481 +18,394 +450%
MFG
20
Merit Financial Group
Georgia
$1.8M 21,308 -12,113 -36%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.62M 19,172 +6,122 +47%
LFAS
22
Level Four Advisory Services
Texas
$1.55M 18,324 -352 -2%
AF
23
Apexium Financial
Texas
$1.47M 17,434 -75 -0.4%
AWS
24
AJ Wealth Strategies
New York
$1.29M 15,245 – –
LIM
25
Leavell Investment Management
Alabama
$1.28M 15,160 -935 -6%
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