We are live on ! Find out more
TOLZ icon

ProShares DJ Brookfield Global Infrastructure ETF

57 hedge funds and large institutions have $167M invested in ProShares DJ Brookfield Global Infrastructure ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more capital invested

Capital invested by funds: $83.4M → $167M (+$83.6M)

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

24.03% more ownership

Funds ownership: 65%89.03% (+24%)

6% more funds holding

Funds holding: 5457 (+3)

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
18
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$39.8M +$29.3M +669,314 +297%
FCBT
2
First Citizens Bank & Trust
North Carolina
$37.9M +$28.4M +648,447 +317%
Morgan Stanley
3
Morgan Stanley
New York
$15.9M +$5.84M +133,501 +60%
AWM
4
Aprio Wealth Management
Georgia
$12.1M +$2.93M +66,969 +33%
AWA
5
Aaron Wealth Advisors
Illinois
$8.62M -$392K -8,961 -4%
SW
6
SVB Wealth
Massachusetts
$7.17M +$5.74M +131,084 +436%
Wells Fargo
7
Wells Fargo
California
$6.38M +$437K +9,983 +7%
GLA
8
Great Lakes Advisors
Illinois
$5.18M -$819K -18,726 -14%
P
9
Pitcairn
Pennsylvania
$4.72M +$2.18M +49,817 +88%
WA
10
Wealth Architects
California
$3.46M -$52.5K -1,199 -2%
AllianceBernstein
11
AllianceBernstein
Tennessee
$3.27M +$655K +14,963 +26%
Bank of America
12
Bank of America
North Carolina
$2.07M +$896K +20,469 +78%
FCAM
13
First Citizens Asset Management
North Carolina
$1.73M +$821K +18,766 +93%
Jane Street
14
Jane Street
New York
$1.6M -$274K -6,251 -15%
VI
15
Vestcor Inc
New Brunswick, Canada
$1.48M -$695K -15,880 -32%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.21M -$232K -5,295 -16%
LPL Financial
17
LPL Financial
California
$1.11M +$63.1K +1,443 +6%
UB
18
UMB Bank
Missouri
$1.11M
Koshinski Asset Management
19
Koshinski Asset Management
Illinois
$1.1M +$31K +708 +3%
Mariner
20
Mariner
Kansas
$978K -$11.2K -256 -1%
CA
21
Clearstead Advisors
Ohio
$849K +$836K +19,100 New
Stifel Financial
22
Stifel Financial
Missouri
$848K +$78.5K +1,793 +10%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$837K -$540K -12,339 -40%
JWCA
24
J.W. Cole Advisors
Florida
$794K +$16.7K +382 +2%
1IA
25
1834 Investment Advisors
Wisconsin
$731K -$39.9K -912 -5%

TOLZ Hedge Fund Activity: Q4 2022 in Review

57 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) for Q4 2022, worth a combined $167M — up 100% from $83.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TOLZ positions and 9 closed out — a net gain of 4 holders — while 18 added to existing stakes and 17 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $29.3M. The largest seller was SG Americas Securities, cutting an estimated $1.38M.

  • 57 institutional investors held ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) as of Q4 2022, up from 54 in Q3 2022.
  • Funds reported $167M of ProShares DJ Brookfield Global Infrastructure ETF stock for Q4 2022, up 100% quarter-over-quarter.
  • 13 funds opened new ProShares DJ Brookfield Global Infrastructure ETF positions in Q4 2022 and 9 closed out, a net change of +4 holders.
  • The largest ProShares DJ Brookfield Global Infrastructure ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $29.3M added.
  • The largest ProShares DJ Brookfield Global Infrastructure ETF seller in Q4 2022 was SG Americas Securities, an estimated $1.38M sold.

Based on aggregated 13F filings for Q4 2022.