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ProShares DJ Brookfield Global Infrastructure ETF

25 hedge funds and large institutions have $17.7M invested in ProShares DJ Brookfield Global Infrastructure ETF in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

9% more funds holding

Funds holding: 2325 (+2)

1.37% more ownership

Funds ownership: 45.16%46.53% (+1.4%)

4% more capital invested

Capital invested by funds: $17M → $17.7M (+$692K)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1
Capstone Financial Advisors
Illinois
$4.7M +$3.23M +77,564 +196%
UBS Group
2
UBS Group
Switzerland
$2.94M +$811K +19,449 +36%
Morgan Stanley
3
Morgan Stanley
New York
$2.1M +$135K +3,238 +7%
ProShare Advisors
4
ProShare Advisors
Maryland
$1.24M -$342K -8,201 -21%
SG Americas Securities
5
SG Americas Securities
New York
$1.18M +$676K +16,216 +124%
Jane Street
6
Jane Street
New York
$1.01M +$1.05M +25,162 New
BJ
7
Brouwer & Janachowski
California
$810K -$2.61M -62,548 -76%
GLA
8
Great Lakes Advisors
Illinois
$737K -$113K -2,700 -13%
Bank of America
9
Bank of America
North Carolina
$640K -$526K -12,623 -44%
Citadel Advisors
10
Citadel Advisors
Florida
$540K +$97K +2,325 +21%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$418K +$84.4K +2,024 +24%
BDS
12
Banco de Sabadell
Florida
$299K -$209K -5,018 -40%
BRC
13
Bell Rock Capital
Delaware
$262K -$111K -2,672 -29%
BTS
14
BB&T Securities
Virginia
$230K +$239K +5,739 New
AG
15
Advisor Group
Arizona
$208K -$33.4K -800 -13%
SWP
16
Strategic Wealth Partners
Ohio
$169K -$205K -4,926 -54%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$99K +$6.59K +158 +7%
CPIG
18
Chicago Partners Investment Group
Illinois
$50K -$11.9K -285 -18%
SFM
19
Signet Financial Management
New Jersey
$45K +$46.3K +1,111 New
VNA
20
Valley National Advisers
Pennsylvania
$27K -$1.5K -36 -5%
TFA
21
Toth Financial Advisory
Virginia
$14K
APA
22
American Portfolios Advisors
New York
$10.1K
AWA
23
Acorn Wealth Advisors
Michigan
$8K
IWM
24
IHT Wealth Management
Illinois
$5K
SI
25
Stephens Inc
Arkansas
-$368K -8,582 Closed

TOLZ Hedge Fund Activity: Q1 2018 in Review

25 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) for Q1 2018, worth a combined $17.7M — up 4.1% from $17M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new TOLZ positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 10 trimmed.

The largest buyer was Capstone Financial Advisors, adding an estimated $3.23M. The largest seller was Brouwer & Janachowski, cutting an estimated $2.61M.

  • 25 institutional investors held ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) as of Q1 2018, up from 23 in Q4 2017.
  • Funds reported $17.7M of ProShares DJ Brookfield Global Infrastructure ETF stock for Q1 2018, up 4.1% quarter-over-quarter.
  • 3 funds opened new ProShares DJ Brookfield Global Infrastructure ETF positions in Q1 2018 and 1 closed out, a net change of +2 holders.
  • The largest ProShares DJ Brookfield Global Infrastructure ETF buyer in Q1 2018 was Capstone Financial Advisors, an estimated $3.23M added.
  • The largest ProShares DJ Brookfield Global Infrastructure ETF seller in Q1 2018 was Brouwer & Janachowski, an estimated $2.61M sold.

Based on aggregated 13F filings for Q1 2018.