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ProShares DJ Brookfield Global Infrastructure ETF

20 hedge funds and large institutions have $21.8M invested in ProShares DJ Brookfield Global Infrastructure ETF in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

11% more funds holding

Funds holding: 1820 (+2)

1% less capital invested

Capital invested by funds: $22M → $21.8M (-$180K)

5.32% less ownership

Funds ownership: 68.54%63.22% (-5.3%)

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BJ
1
Brouwer & Janachowski
California
$9.19M -$442K -11,288 -5%
ProShare Advisors
2
ProShare Advisors
Maryland
$3.42M -$187K -4,769 -5%
Morgan Stanley
3
Morgan Stanley
New York
$2.04M +$1.26M +32,312 +163%
UBS Group
4
UBS Group
Switzerland
$2M +$107K +2,725 +6%
SG Americas Securities
5
SG Americas Securities
New York
$1.88M -$87K -2,223 -4%
Jane Street
6
Jane Street
New York
$1.09M +$345K +8,821 +47%
BRC
7
Bell Rock Capital
Delaware
$910K +$906K +23,150 New
Bank of America
8
Bank of America
North Carolina
$569K +$28.8K +735 +5%
SI
9
Stephens Inc
Arkansas
$257K +$257K +6,576 New
AG
10
Advisor Group
Arizona
$224K +$210K +5,375 +1,536%
NFG
11
Next Financial Group
Texas
$47K +$39.1K +1,000 +500%
VNA
12
Valley National Advisers
Pennsylvania
$36K -$1.17K -30 -3%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$36K +$14K +357 +64%
Creative Planning
14
Creative Planning
Kansas
$23K +$23.5K +600 New
CPIG
15
Chicago Partners Investment Group
Illinois
$16K +$15.9K +406 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$15K +$15.2K +388 New
KLI
17
Kelman-Lazarov Inc
Tennessee
$10.2K +$10.2K +260 New
MFS
18
MSI Financial Services
Massachusetts
$5K -$3.91K -100 -42%
Citigroup
19
Citigroup
New York
$5K
Citadel Advisors
20
Citadel Advisors
Florida
-$751K -18,151 Closed
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$371K -8,962 Closed
VKH
22
Virtu KCG Holdings
New York
-$321K -7,773 Closed
CWM
23
Concert Wealth Management
California
-$176K -4,240 Closed

TOLZ Hedge Fund Activity: Q4 2016 in Review

20 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) for Q4 2016, worth a combined $21.8M — down 0.82% from $22M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TOLZ positions and 4 closed out — a net gain of 2 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.26M. The largest seller was Citadel Advisors, exiting entirely with an estimated $751K sold.

  • 20 institutional investors held ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) as of Q4 2016, up from 18 in Q3 2016.
  • Funds reported $21.8M of ProShares DJ Brookfield Global Infrastructure ETF stock for Q4 2016, down 0.82% quarter-over-quarter.
  • 6 funds opened new ProShares DJ Brookfield Global Infrastructure ETF positions in Q4 2016 and 4 closed out, a net change of +2 holders.
  • The largest ProShares DJ Brookfield Global Infrastructure ETF buyer in Q4 2016 was Morgan Stanley, an estimated $1.26M added.
  • The largest ProShares DJ Brookfield Global Infrastructure ETF seller in Q4 2016 was Citadel Advisors, an estimated $751K sold.

Based on aggregated 13F filings for Q4 2016.