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ProShares DJ Brookfield Global Infrastructure ETF

23 hedge funds and large institutions have $18.3M invested in ProShares DJ Brookfield Global Infrastructure ETF in 2018 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $17.7M → $18.3M (+$566K)

0.44% less ownership

Funds ownership: 46.53%46.09% (-0.44%)

8% less funds holding

Funds holding: 2523 (-2)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1
Capstone Financial Advisors
Illinois
$6.99M +$2.06M +50,124 +43%
UBS Group
2
UBS Group
Switzerland
$3.01M -$54.8K -1,330 -2%
Morgan Stanley
3
Morgan Stanley
New York
$2.27M +$79.9K +1,941 +4%
Jane Street
4
Jane Street
New York
$910K -$140K -3,404 -14%
GLA
5
Great Lakes Advisors
Illinois
$863K +$94.2K +2,288 +12%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$773K +$332K +8,066 +77%
BJ
7
Brouwer & Janachowski
California
$738K -$104K -2,523 -13%
Bank of America
8
Bank of America
North Carolina
$717K +$49.5K +1,201 +8%
BTS
9
BB&T Securities
Virginia
$523K +$279K +6,777 +118%
BDS
10
Banco de Sabadell
Florida
$313K
ProShare Advisors
11
ProShare Advisors
Maryland
$252K -$1.02M -24,860 -81%
BRC
12
Bell Rock Capital
Delaware
$217K -$55.8K -1,354 -21%
AG
13
Advisor Group
Arizona
$203K -$12.3K -299 -6%
SG Americas Securities
14
SG Americas Securities
New York
$156K -$1.05M -25,546 -87%
SWP
15
Strategic Wealth Partners
Ohio
$128K -$47.4K -1,152 -27%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$99K
CPIG
17
Chicago Partners Investment Group
Illinois
$53K
SFM
18
Signet Financial Management
New Jersey
$39K -$7.78K -189 -17%
VNA
19
Valley National Advisers
Pennsylvania
$21K -$6.55K -159 -24%
TFA
20
Toth Financial Advisory
Virginia
$15K
APA
21
American Portfolios Advisors
New York
$10.5K
ML
22
McAdam LLC
Pennsylvania
$2K +$1.81K +44 New
Citadel Advisors
23
Citadel Advisors
Florida
-$540K -13,462 Closed
AWA
24
Acorn Wealth Advisors
Michigan
-$8K -204 Closed
IWM
25
IHT Wealth Management
Illinois
-$5K -131 Closed

TOLZ Hedge Fund Activity: Q2 2018 in Review

23 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) for Q2 2018, worth a combined $18.3M — up 3.2% from $17.7M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of TOLZ and 1 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 6 added.

The largest buyer was Capstone Financial Advisors, adding an estimated $2.06M. The largest seller was SG Americas Securities, cutting an estimated $1.05M.

  • 23 institutional investors held ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) as of Q2 2018, down from 25 in Q1 2018.
  • Funds reported $18.3M of ProShares DJ Brookfield Global Infrastructure ETF stock for Q2 2018, up 3.2% quarter-over-quarter.
  • 1 fund opened new ProShares DJ Brookfield Global Infrastructure ETF positions in Q2 2018 and 3 closed out, a net change of -2 holders.
  • The largest ProShares DJ Brookfield Global Infrastructure ETF buyer in Q2 2018 was Capstone Financial Advisors, an estimated $2.06M added.
  • The largest ProShares DJ Brookfield Global Infrastructure ETF seller in Q2 2018 was SG Americas Securities, an estimated $1.05M sold.

Based on aggregated 13F filings for Q2 2018.