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ProShares DJ Brookfield Global Infrastructure ETF
TOLZ

58 hedge funds and large institutions have $111M invested in ProShares DJ Brookfield Global Infrastructure ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

26% more funds holding

Funds holding: 46 → 58 (+12)

8.23% more ownership

Funds ownership: 75.7% → 83.93% (+8.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

61% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 18

76% less capital invested

Capital invested by funds: $460M → $111M (-$349M)

Holders
58
Holders Change
+12
Holders Change %
+26.09%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
7
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
+$13.6M
2
DF
Dunhill Financial
United Kingdom
+$3.31M
3
Jane Street
Jane Street
New York
+$2.06M
4
SG Americas Securities
SG Americas Securities
New York
+$968K
5
BFA
Brown Financial Advisors
Ohio
+$890K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$13.9M
2
AWM
Aprio Wealth Management
Georgia
-$2.56M
3
SW
SVB Wealth
Massachusetts
-$1.18M
4
FCBT
First Citizens Bank & Trust
North Carolina
-$727K
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$646K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$416K -$550K -10,878 -58%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$383K -$43.9K -868 -11%
BB
28
Bell Bank
North Dakota
$369K – – –
PCMC
29
Paragon Capital Management (Colorado)
Colorado
$369K – – –
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$364K -$19.2K -380 -5%
PW
31
Paladin Wealth
Minnesota
$359K +$345K +6,822 New
SWM
32
SeaCrest Wealth Management
New York
$328K +$314K +6,223 New
Raymond James Financial
33
Raymond James Financial
Florida
$326K -$348K -6,882 -53%
UBS Group
34
UBS Group
Switzerland
$322K -$157K -3,105 -34%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$255K -$83.8K -1,659 -26%
KAS
36
Kestra Advisory Services
Texas
$251K -$10.5K -208 -4%
LIA
37
Lynx Investment Advisory
District of Columbia
$202K +$194K +3,830 New
CAL
38
Capital Advisors Ltd
Ohio
$190K – – –
Osaic Holdings
39
Osaic Holdings
Arizona
$157K – – –
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$147K -$28.1K -556 -16%
Comerica Bank
41
Comerica Bank
Texas
$146K -$73.4K -1,453 -34%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$102K +$84.5K +1,672 +631%
BBHC
43
Brown Brothers Harriman & Co
New York
$82.5K +$79.1K +1,566 New
BIM
44
Brentview Investment Management
Illinois
$42.1K +$40.4K +800 New
ACA
45
Aptus Capital Advisors
Alabama
$41.4K – – –
GWM
46
Geneos Wealth Management
Colorado
$26.3K +$12.6K +250 +100%
FFA
47
Farther Finance Advisors
California
$10.6K – – –
GWMI
48
Guardian Wealth Management (Illinois)
Illinois
$8.69K – – –
FWM
49
FSA Wealth Management
Massachusetts
$8.52K – – –
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$6.53K – – –
1
2
3

TOLZ Hedge Fund Activity: Q1 2025 in Review

58 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) for Q1 2025, worth a combined $111M — down 76% from $460M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TOLZ positions and 4 closed out — a net gain of 12 holders — while 7 added to existing stakes and 18 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $13.6M. The largest seller was Morgan Stanley, cutting an estimated $13.9M.

  • 58 institutional investors held ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) as of Q1 2025, up from 46 in Q4 2024.
  • Funds reported $111M of ProShares DJ Brookfield Global Infrastructure ETF stock for Q1 2025, down 76% quarter-over-quarter.
  • 16 funds opened new ProShares DJ Brookfield Global Infrastructure ETF positions in Q1 2025 and 4 closed out, a net change of +12 holders.
  • The largest ProShares DJ Brookfield Global Infrastructure ETF buyer in Q1 2025 was Gradient Investments, an estimated $13.6M added.
  • The largest ProShares DJ Brookfield Global Infrastructure ETF seller in Q1 2025 was Morgan Stanley, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2025.