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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

87 hedge funds and large institutions have $288M invested in ProShares Large Cap Core Plus in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 4 closing their positions.

Holders
87
Holders Change
+4
Holders Change %
+4.82%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
24
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EA
1
Eudaimonia Advisors
Tennessee
$2.14M
2
NFG
2
Nations Financial Group
Iowa
$1.93M
3
CMS
3
Capital Market Strategies
Florida
$1.42M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$963K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$10.6M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$14M
2
GCP
2
Gill Capital Partners
Colorado
$5.85M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$7.01M
4
MFG
4
Merit Financial Group
Georgia
$1.04M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.61M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$73.1M 656,519 -2,949 -0.4%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$46.5M 418,150 +372 +0.1%
PS
3
Portfolio Strategies
New York
$16.9M 151,610 -925 -0.6%
BRWM
4
B. Riley Wealth Management
Tennessee
$16.6M 149,440 +6,465 +5%
LPL Financial
5
LPL Financial
California
$14M 125,544 -29,732 -19%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$10.6M 95,521 +6,586 +7%
MA
7
Mutual Advisors
Nebraska
$9.07M 81,436 +2,024 +3%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$7.01M 62,930 -11,089 -15%
Wells Fargo
9
Wells Fargo
California
$6.96M 124,997 +12,895 +12%
LPT
10
Legacy Private Trust
Wisconsin
$6.7M 60,160 -225 -0.4%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.61M 59,348 -7,256 -11%
UBS Group
12
UBS Group
Switzerland
$6.44M 57,850 +2,514 +5%
Bank of America
13
Bank of America
North Carolina
$6.19M 55,611 +574 +1%
WW
14
Waterfront Wealth
Kansas
$6.09M 54,672 +273 +0.5%
GCP
15
Gill Capital Partners
Colorado
$5.85M 52,518 -11,714 -18%
FIM
16
Freedom Investment Management
Connecticut
$3.59M 32,265 -598 -2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.95M 26,485 +1,665 +7%
BRWA
18
B. Riley Wealth Advisors
Florida
$2.62M 23,503 -471 -2%
EA
19
Eudaimonia Advisors
Tennessee
$2.14M 19,250 +19,250 New
Truist Financial
20
Truist Financial
North Carolina
$2M 17,948 +1,868 +12%
NFG
21
Nations Financial Group
Iowa
$1.93M 17,370 +17,370 New
WS
22
Wedbush Securities
California
$1.74M 15,581 +522 +3%
AWS
23
AJ Wealth Strategies
New York
$1.69M 15,191 – –
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.59M 14,293 +2,683 +23%
Stifel Financial
25
Stifel Financial
Missouri
$1.58M 14,197 -798 -5%
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