We are live on ! Find out more
TOLZ icon

ProShares DJ Brookfield Global Infrastructure ETF

53 hedge funds and large institutions have $92M invested in ProShares DJ Brookfield Global Infrastructure ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

11% more capital invested

Capital invested by funds: $82.7M → $92M (+$9.26M)

4.21% more ownership

Funds ownership: 67.24%71.45% (+4.2%)

2% more funds holding

Funds holding: 5253 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
23
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15.3M -$195K -4,184 -1%
FCBT
2
First Citizens Bank & Trust
North Carolina
$14.3M +$64.7K +1,387 +0.4%
GLA
3
Great Lakes Advisors
Illinois
$9.51M -$341K -7,304 -3%
AWM
4
Aprio Wealth Management
Georgia
$7.13M +$1.08M +23,133 +17%
Wells Fargo
5
Wells Fargo
California
$4.71M +$4.52M +96,952 +1,316%
AWA
6
Aaron Wealth Advisors
Illinois
$4.07M +$151K +3,239 +4%
WA
7
Wealth Architects
California
$3.99M -$80.1K -1,716 -2%
Morgan Stanley
8
Morgan Stanley
New York
$3.58M -$184K -3,947 -5%
VI
9
Vestcor Inc
New Brunswick, Canada
$3.13M +$406K +8,700 +14%
P
10
Pitcairn
Pennsylvania
$2.78M
Bank of America
11
Bank of America
North Carolina
$2.71M +$217K +4,642 +8%
SG Americas Securities
12
SG Americas Securities
New York
$2.55M +$627K +13,442 +31%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.94M +$222K +4,763 +12%
ProShare Advisors
14
ProShare Advisors
Maryland
$1.94M +$691K +14,800 +52%
UBS Group
15
UBS Group
Switzerland
$1.6M -$25.1K -538 -1%
CAN
16
Cetera Advisor Networks
California
$1.31M +$49K +1,051 +4%
AllianceBernstein
17
AllianceBernstein
Tennessee
$1.12M +$1.15M +24,747 New
1IA
18
1834 Investment Advisors
Wisconsin
$991K +$121K +2,594 +13%
Koshinski Asset Management
19
Koshinski Asset Management
Illinois
$885K +$542K +11,608 +145%
KWM
20
Kingsview Wealth Management
Oregon
$774K +$800K +17,148 New
LA
21
LexAurum Advisors
Kansas
$747K +$56.9K +1,219 +8%
Stifel Financial
22
Stifel Financial
Missouri
$727K +$751K +16,102 New
IWA
23
Intercontinental Wealth Advisors
Texas
$683K +$705K +15,112 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$631K -$223K -4,777 -25%
LPL Financial
25
LPL Financial
California
$565K +$99.6K +2,135 +21%

TOLZ Hedge Fund Activity: Q3 2021 in Review

53 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) for Q3 2021, worth a combined $92M — up 11% from $82.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TOLZ positions and 6 closed out — a net gain of 1 holder — while 23 added to existing stakes and 13 trimmed.

The largest buyer was Wells Fargo, adding an estimated $4.52M. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $539K sold.

  • 53 institutional investors held ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) as of Q3 2021, up from 52 in Q2 2021.
  • Funds reported $92M of ProShares DJ Brookfield Global Infrastructure ETF stock for Q3 2021, up 11% quarter-over-quarter.
  • 7 funds opened new ProShares DJ Brookfield Global Infrastructure ETF positions in Q3 2021 and 6 closed out, a net change of +1 holder.
  • The largest ProShares DJ Brookfield Global Infrastructure ETF buyer in Q3 2021 was Wells Fargo, an estimated $4.52M added.
  • The largest ProShares DJ Brookfield Global Infrastructure ETF seller in Q3 2021 was J.W. Cole Advisors, an estimated $539K sold.

Based on aggregated 13F filings for Q3 2021.