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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$13.6M |
| 2 |
DF
Dunhill Financial
London,
United Kingdom
|
+$3.31M |
| 3 |
Jane Street
New York
|
+$2.06M |
| 4 |
SG Americas Securities
New York
|
+$968K |
| 5 |
BFA
Brown Financial Advisors
Milford,
Ohio
|
+$890K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$13.9M |
| 2 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
-$2.56M |
| 3 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$1.18M |
| 4 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
-$727K |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$646K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
51
CoreCap Advisors
Southfield,
Michigan
| $5.95K | – | – | – |
|
|
HNW
52
High Note Wealth
Deephaven,
Minnesota
| $4.79K | – | – | – |
|
|
CT
53
Colonial Trust
Spartanburg,
South Carolina
| $3.79K | – | – | – |
|
|
UIC
54
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| $3.25K | +$3.08K | +61 | New |
|
|
WPA
55
West Paces Advisors
Atlanta,
Georgia
| $2.21K | +$2.12K | +42 | New |
|
|
HIA
56
Harbor Investment Advisory
Lutherville,
Maryland
| $1.58K | – | – | – |
|
|
AF
57
Allworth Financial
Folsom,
California
| $484 | – | – | – |
|
|
OSAM
58
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $53 | +$51 | +1 | New |
|
|
GLA
59
Great Lakes Advisors
Chicago,
Illinois
| – | -$265K | -5,390 | Closed |
|
60
Creative Planning
Overland Park,
Kansas
| – | -$5.5K | -112 | Closed |
|
|
SC
61
SouthState Corp
Winter Haven,
Florida
| – | -$4.27K | -87 | Closed |
|
|
PA
62
Parallel Advisors
San Francisco,
California
| – | -$196 | -4 | Closed |
|
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.