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ProShares DJ Brookfield Global Infrastructure ETF

17 hedge funds and large institutions have $7.77M invested in ProShares DJ Brookfield Global Infrastructure ETF in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.27% less ownership

Funds ownership: 44.43%44.16% (-0.27%)

6% less funds holding

Funds holding: 1817 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

33% less capital invested

Capital invested by funds: $11.6M → $7.77M (-$3.82M)

Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$1.42M +$482K +12,064 +46%
WS
2
Wedbush Securities
California
$1.15M -$19.9K -498 -2%
Jane Street
3
Jane Street
New York
$1.13M +$166K +4,166 +16%
Bank of America
4
Bank of America
North Carolina
$810K -$68.3K -1,710 -7%
ProShare Advisors
5
ProShare Advisors
Maryland
$753K -$1.57M -39,317 -66%
Morgan Stanley
6
Morgan Stanley
New York
$711K -$34.8K -871 -4%
Citadel Advisors
7
Citadel Advisors
Florida
$686K +$739K +18,514 New
VNA
8
Valley National Advisers
Pennsylvania
$429K -$13.4K -335 -3%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$301K +$325K +8,126 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$151K -$789K -19,745 -83%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$113K +$5.99K +150 +5%
MFS
12
MSI Financial Services
Massachusetts
$95K +$1.92K +48 +2%
BWA
13
Burt Wealth Advisors
Maryland
$8K +$80 +2 +0.9%
NFG
14
Next Financial Group
Texas
$7K -$3.99K -100 -33%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$6K +$6.23K +156 New
TRCT
16
Tower Research Capital (TRC)
New York
$4K +$3.99K +100 New
JP Morgan Chase
17
JP Morgan Chase
New York
-$999K -23,945 Closed
Ameriprise
18
Ameriprise
Minnesota
-$392K -9,088 Closed
LPL Financial
19
LPL Financial
California
-$368K -9,020 Closed
CWM
20
Concert Wealth Management
California
-$260K -6,233 Closed
AIG
21
American International Group
New York
-$16.7K -400 Closed

TOLZ Hedge Fund Activity: Q3 2015 in Review

17 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) for Q3 2015, worth a combined $7.77M — down 33% from $11.6M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of TOLZ and 4 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 5 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $739K. The largest seller was ProShare Advisors, cutting an estimated $1.57M.

  • 17 institutional investors held ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) as of Q3 2015, down from 18 in Q2 2015.
  • Funds reported $7.77M of ProShares DJ Brookfield Global Infrastructure ETF stock for Q3 2015, down 33% quarter-over-quarter.
  • 4 funds opened new ProShares DJ Brookfield Global Infrastructure ETF positions in Q3 2015 and 5 closed out, a net change of -1 holder.
  • The largest ProShares DJ Brookfield Global Infrastructure ETF buyer in Q3 2015 was Citadel Advisors, an estimated $739K added.
  • The largest ProShares DJ Brookfield Global Infrastructure ETF seller in Q3 2015 was ProShare Advisors, an estimated $1.57M sold.

Based on aggregated 13F filings for Q3 2015.