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ProShares DJ Brookfield Global Infrastructure ETF

52 hedge funds and large institutions have $82.7M invested in ProShares DJ Brookfield Global Infrastructure ETF in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

16% more funds holding

Funds holding: 4552 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11.25% less ownership

Funds ownership: 78.5%67.24% (-11%)

36% less capital invested

Capital invested by funds: $129M → $82.7M (-$46M)

Holders
52
Holders Change
+7
Holders Change %
+15.56%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
19
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15.9M -$1.33M -28,781 -8%
FCBT
2
First Citizens Bank & Trust
North Carolina
$14.6M -$1.39M -30,126 -9%
GLA
3
Great Lakes Advisors
Illinois
$10.1M +$467K +10,123 +5%
AWM
4
Aprio Wealth Management
Georgia
$6.23M +$6.21M +134,725 New
WA
5
Wealth Architects
California
$4.16M -$3.97K -86 -0.1%
AWA
6
Aaron Wealth Advisors
Illinois
$4.01M +$74.9K +1,624 +2%
Morgan Stanley
7
Morgan Stanley
New York
$3.84M +$251K +5,433 +7%
P
8
Pitcairn
Pennsylvania
$2.85M
VI
9
Vestcor Inc
New Brunswick, Canada
$2.8M -$4.87M -105,600 -64%
Bank of America
10
Bank of America
North Carolina
$2.56M +$40.8K +885 +2%
SG Americas Securities
11
SG Americas Securities
New York
$1.99M +$1.72M +37,269 +645%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.77M +$38.6K +837 +2%
UBS Group
13
UBS Group
Switzerland
$1.66M +$1.21M +26,322 +274%
ProShare Advisors
14
ProShare Advisors
Maryland
$1.3M +$283K +6,139 +28%
CAN
15
Cetera Advisor Networks
California
$1.3M +$139K +3,008 +12%
1IA
16
1834 Investment Advisors
Wisconsin
$895K +$54.6K +1,184 +7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$867K -$184K -3,981 -18%
LA
18
LexAurum Advisors
Kansas
$709K -$4.29K -93 -0.6%
JWCA
19
J.W. Cole Advisors
Florida
$539K +$538K +11,666 New
LPL Financial
20
LPL Financial
California
$480K +$37.6K +815 +9%
FTUS
21
Flow Traders U.S.
New York
$437K -$446K -9,677 -51%
AF
22
Advisornet Financial
Minnesota
$417K +$195K +4,238 +89%
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$369K -$94.8K -2,055 -20%
CFA
24
Capstone Financial Advisors
Illinois
$346K -$55.6M -1,204,860 -99%
Wells Fargo
25
Wells Fargo
California
$340K -$128K -2,778 -27%

TOLZ Hedge Fund Activity: Q2 2021 in Review

52 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) for Q2 2021, worth a combined $82.7M — down 36% from $129M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TOLZ positions and 2 closed out — a net gain of 8 holders — while 19 added to existing stakes and 14 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $1.72M. The largest seller was Capstone Financial Advisors, cutting an estimated $55.6M.

  • 52 institutional investors held ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) as of Q2 2021, up from 45 in Q1 2021.
  • Funds reported $82.7M of ProShares DJ Brookfield Global Infrastructure ETF stock for Q2 2021, down 36% quarter-over-quarter.
  • 10 funds opened new ProShares DJ Brookfield Global Infrastructure ETF positions in Q2 2021 and 2 closed out, a net change of +8 holders.
  • The largest ProShares DJ Brookfield Global Infrastructure ETF buyer in Q2 2021 was SG Americas Securities, an estimated $1.72M added.
  • The largest ProShares DJ Brookfield Global Infrastructure ETF seller in Q2 2021 was Capstone Financial Advisors, an estimated $55.6M sold.

Based on aggregated 13F filings for Q2 2021.