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ProShares DJ Brookfield Global Infrastructure ETF

54 hedge funds and large institutions have $83.4M invested in ProShares DJ Brookfield Global Infrastructure ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2.42% more ownership

Funds ownership: 62.58%65% (+2.4%)

2% more funds holding

Funds holding: 5354 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $87.8M → $83.4M (-$4.36M)

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% 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
9
Increased
20
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$9.17M -$2.9M -62,278 -22%
Morgan Stanley
2
Morgan Stanley
New York
$9.11M +$3.95M +84,644 +61%
FCBT
3
First Citizens Bank & Trust
North Carolina
$8.34M -$3.07M -65,894 -24%
AWM
4
Aprio Wealth Management
Georgia
$8.32M +$511K +10,967 +6%
AWA
5
Aaron Wealth Advisors
Illinois
$8.26M +$1.71M +36,664 +22%
GLA
6
Great Lakes Advisors
Illinois
$5.51M +$502K +10,764 +9%
Wells Fargo
7
Wells Fargo
California
$5.43M +$481K +10,315 +8%
WA
8
Wealth Architects
California
$3.22M -$313K -6,721 -8%
AllianceBernstein
9
AllianceBernstein
Tennessee
$2.38M +$961K +20,600 +54%
P
10
Pitcairn
Pennsylvania
$2.3M
VI
11
Vestcor Inc
New Brunswick, Canada
$2M -$1.38M -29,659 -38%
SG Americas Securities
12
SG Americas Securities
New York
$1.77M +$2.03M +43,477 New
Jane Street
13
Jane Street
New York
$1.72M +$948K +20,326 +93%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.32M -$20.5K -440 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.27M +$564K +12,091 +63%
SW
16
SVB Wealth
Massachusetts
$1.22M +$332K +7,114 +31%
Bank of America
17
Bank of America
North Carolina
$1.06M -$198K -4,236 -14%
UB
18
UMB Bank
Missouri
$1.01M
Koshinski Asset Management
19
Koshinski Asset Management
Illinois
$976K +$17.5K +375 +2%
LPL Financial
20
LPL Financial
California
$961K +$32.5K +696 +3%
Mariner
21
Mariner
Kansas
$906K +$1.04M +22,242 New
FCAM
22
First Citizens Asset Management
North Carolina
$819K +$937K +20,101 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$783K +$896K +19,215 New
JWCA
24
J.W. Cole Advisors
Florida
$711K +$29.6K +634 +4%
1IA
25
1834 Investment Advisors
Wisconsin
$707K -$93K -1,995 -10%

TOLZ Hedge Fund Activity: Q3 2022 in Review

54 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) for Q3 2022, worth a combined $83.4M — down 5% from $87.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TOLZ positions and 8 closed out — a net gain of 1 holder — while 20 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.95M. The largest seller was First Citizens Bank & Trust, cutting an estimated $3.07M.

  • 54 institutional investors held ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) as of Q3 2022, up from 53 in Q2 2022.
  • Funds reported $83.4M of ProShares DJ Brookfield Global Infrastructure ETF stock for Q3 2022, down 5% quarter-over-quarter.
  • 9 funds opened new ProShares DJ Brookfield Global Infrastructure ETF positions in Q3 2022 and 8 closed out, a net change of +1 holder.
  • The largest ProShares DJ Brookfield Global Infrastructure ETF buyer in Q3 2022 was Morgan Stanley, an estimated $3.95M added.
  • The largest ProShares DJ Brookfield Global Infrastructure ETF seller in Q3 2022 was First Citizens Bank & Trust, an estimated $3.07M sold.

Based on aggregated 13F filings for Q3 2022.