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ProShares DJ Brookfield Global Infrastructure ETF

17 hedge funds and large institutions have $22.7M invested in ProShares DJ Brookfield Global Infrastructure ETF in 2017 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

4% more capital invested

Capital invested by funds: $21.8M → $22.7M (+$939K)

7.96% less ownership

Funds ownership: 63.22%55.26% (-8%)

15% less funds holding

Funds holding: 2017 (-3)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
17
Holders Change
-3
Holders Change %
-15%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
8
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BJ
1
Brouwer & Janachowski
California
$6.54M -$3.2M -79,014 -34%
GLA
2
Great Lakes Advisors
Illinois
$5.66M +$5.47M +134,801 New
UBS Group
3
UBS Group
Switzerland
$2.24M +$93.1K +2,295 +4%
Morgan Stanley
4
Morgan Stanley
New York
$2.2M +$12.4K +305 +0.6%
SG Americas Securities
5
SG Americas Securities
New York
$1.46M -$542K -13,372 -28%
ProShare Advisors
6
ProShare Advisors
Maryland
$1.36M -$2.23M -55,101 -63%
Bank of America
7
Bank of America
North Carolina
$1.19M +$562K +13,854 +95%
BRC
8
Bell Rock Capital
Delaware
$695K -$266K -6,550 -28%
Jane Street
9
Jane Street
New York
$541K -$604K -14,886 -54%
AG
10
Advisor Group
Arizona
$296K +$54.5K +1,345 +23%
SI
11
Stephens Inc
Arkansas
$277K +$770 +19 +0.3%
NFG
12
Next Financial Group
Texas
$85K +$32.4K +800 +67%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$75K +$34.9K +861 +94%
CPIG
14
Chicago Partners Investment Group
Illinois
$52K +$34.1K +842 +207%
VNA
15
Valley National Advisers
Pennsylvania
$34K -$4.42K -109 -12%
Creative Planning
16
Creative Planning
Kansas
$25K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
-$15K -388 Closed
KLI
18
Kelman-Lazarov Inc
Tennessee
-$10.2K -260 Closed
Citigroup
19
Citigroup
New York
-$5K -118 Closed

TOLZ Hedge Fund Activity: Q1 2017 in Review

17 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) for Q1 2017, worth a combined $22.7M — up 4.3% from $21.8M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of TOLZ and 1 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 8 added.

The largest buyer was Great Lakes Advisors, opening a new position worth an estimated $5.47M. The largest seller was Brouwer & Janachowski, cutting an estimated $3.2M.

  • 17 institutional investors held ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) as of Q1 2017, down from 20 in Q4 2016.
  • Funds reported $22.7M of ProShares DJ Brookfield Global Infrastructure ETF stock for Q1 2017, up 4.3% quarter-over-quarter.
  • 1 fund opened new ProShares DJ Brookfield Global Infrastructure ETF positions in Q1 2017 and 3 closed out, a net change of -2 holders.
  • The largest ProShares DJ Brookfield Global Infrastructure ETF buyer in Q1 2017 was Great Lakes Advisors, an estimated $5.47M added.
  • The largest ProShares DJ Brookfield Global Infrastructure ETF seller in Q1 2017 was Brouwer & Janachowski, an estimated $3.2M sold.

Based on aggregated 13F filings for Q1 2017.