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ProShares DJ Brookfield Global Infrastructure ETF

48 hedge funds and large institutions have $110M invested in ProShares DJ Brookfield Global Infrastructure ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15.74% less ownership

Funds ownership: 89.03%73.29% (-16%)

16% less funds holding

Funds holding: 5748 (-9)

34% less capital invested

Capital invested by funds: $167M → $110M (-$57.1M)

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

71% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 28

Holders
48
Holders Change
-9
Holders Change %
-15.79%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
8
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.4M +$202K +4,439 +1%
Jane Street
2
Jane Street
New York
$13.1M +$11.5M +251,950 +702%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11.2M -$29.6M -648,377 -72%
FCBT
4
First Citizens Bank & Trust
North Carolina
$10.8M -$28.1M -615,026 -72%
AWA
5
Aaron Wealth Advisors
Illinois
$10.8M +$2.01M +44,094 +23%
AWM
6
Aprio Wealth Management
Georgia
$9.46M -$2.86M -62,761 -23%
Wells Fargo
7
Wells Fargo
California
$6.35M -$168K -3,674 -3%
SW
8
SVB Wealth
Massachusetts
$4.79M -$2.54M -55,628 -35%
WA
9
Wealth Architects
California
$3.44M -$96K -2,105 -3%
P
10
Pitcairn
Pennsylvania
$2.48M -$2.35M -51,588 -49%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$2.26M +$2.27M +49,800 New
AllianceBernstein
12
AllianceBernstein
Tennessee
$1.93M -$1.42M -31,122 -42%
VI
13
Vestcor Inc
New Brunswick, Canada
$1.72M +$212K +4,640 +14%
GLA
14
Great Lakes Advisors
Illinois
$1.41M -$3.9M -85,518 -73%
Bank of America
15
Bank of America
North Carolina
$1.27M -$846K -18,548 -40%
LPL Financial
16
LPL Financial
California
$1.11M -$24K -526 -2%
Koshinski Asset Management
17
Koshinski Asset Management
Illinois
$1.11M -$14.4K -316 -1%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.07M -$166K -3,645 -13%
Mariner
19
Mariner
Kansas
$999K
Stifel Financial
20
Stifel Financial
Missouri
$862K -$4.29K -94 -0.5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$834K -$20.4K -447 -2%
JWCA
22
J.W. Cole Advisors
Florida
$797K -$13.9K -305 -2%
IA
23
IFP Advisors
Florida
$685K +$537K +11,777 +248%
UBS Group
24
UBS Group
Switzerland
$596K +$4.01K +88 +0.7%
IWA
25
Intercontinental Wealth Advisors
Texas
$571K

TOLZ Hedge Fund Activity: Q1 2023 in Review

48 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) for Q1 2023, worth a combined $110M — down 34% from $167M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of TOLZ and 4 opened new positions — a net loss of 6 holders — while 28 trimmed existing stakes and 8 added.

The largest buyer was Jane Street, adding an estimated $11.5M. The largest seller was Envestnet Asset Management, cutting an estimated $29.6M.

  • 48 institutional investors held ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) as of Q1 2023, down from 57 in Q4 2022.
  • Funds reported $110M of ProShares DJ Brookfield Global Infrastructure ETF stock for Q1 2023, down 34% quarter-over-quarter.
  • 4 funds opened new ProShares DJ Brookfield Global Infrastructure ETF positions in Q1 2023 and 10 closed out, a net change of -6 holders.
  • The largest ProShares DJ Brookfield Global Infrastructure ETF buyer in Q1 2023 was Jane Street, an estimated $11.5M added.
  • The largest ProShares DJ Brookfield Global Infrastructure ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $29.6M sold.

Based on aggregated 13F filings for Q1 2023.