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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

84 hedge funds and large institutions have $271M invested in ProShares Large Cap Core Plus in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 33 reducing their positions, and 6 closing their positions.

Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
18
Reduced
33
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PS
1
Portfolio Strategies
New York
$15.2M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$10.5M
3
BRWM
3
B. Riley Wealth Management
Tennessee
$13.9M
4
SWM
4
SeaCrest Wealth Management
New York
$991K
5
PG
5
Patten Group
Tennessee
$343K

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$414K
2
Morgan Stanley
2
Morgan Stanley
New York
$67.3M
3
LPL Financial
3
LPL Financial
California
$15.5M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$42.5M
5
GCP
5
Gill Capital Partners
Colorado
$7.11M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$67.3M 677,981 -16,511 -2%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$42.5M 427,985 -7,321 -2%
LPL Financial
3
LPL Financial
California
$15.5M 156,063 -11,998 -7%
PS
4
Portfolio Strategies
New York
$15.2M 153,191 +153,191 New
BRWM
5
B. Riley Wealth Management
Tennessee
$13.9M 140,021 +4,963 +4%
Wells Fargo
6
Wells Fargo
California
$10.6M 106,653 +439 +0.4%
Osaic Holdings
7
Osaic Holdings
Arizona
$10.5M 105,592 +7,809 +8%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$8.2M 82,603 -1,283 -2%
MA
9
Mutual Advisors
Nebraska
$7.98M 80,326 -6,672 -8%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$7.64M 76,940 -3,130 -4%
GCP
11
Gill Capital Partners
Colorado
$7.11M 71,583 -6,898 -9%
LPT
12
Legacy Private Trust
Wisconsin
$6.08M 61,232 -5,797 -9%
WW
13
Waterfront Wealth
Kansas
$5.86M 58,991 -609 -1%
Bank of America
14
Bank of America
North Carolina
$5.47M 55,116 -2,541 -4%
UBS Group
15
UBS Group
Switzerland
$5.37M 54,083 -3,019 -5%
FIM
16
Freedom Investment Management
Connecticut
$3.4M 34,217 -1,269 -4%
BRWA
17
B. Riley Wealth Advisors
Florida
$2.4M 24,168 -495 -2%
WS
18
Wedbush Securities
California
$1.9M 19,100 +244 +1%
MFG
19
Merit Financial Group
Georgia
$1.84M 18,559 -629 -3%
AF
20
Apexium Financial
Texas
$1.83M 18,443 -3 -0%
LFAS
21
Level Four Advisory Services
Texas
$1.83M 18,416 +116 +0.6%
AWS
22
AJ Wealth Strategies
New York
$1.51M 15,191 -782 -5%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$1.48M 14,876 +482 +3%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.38M 13,939 -4,975 -26%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.36M 13,741 -149 -1%
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