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ProShares DJ Brookfield Global Infrastructure ETF
TOLZ

57 hedge funds and large institutions have $138M invested in ProShares DJ Brookfield Global Infrastructure ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $116M → $138M (+$21.6M)

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

5.51% more ownership

Funds ownership: 73.95% → 79.45% (+5.5%)

8% less funds holding

Funds holding: 62 → 57 (-5)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
57
Holders Change
-5
Holders Change %
-8.06%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
20
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$20.7M
2
UCFA
United Capital Financial Advisors
Texas
+$1.45M
3
AIC
Allodium Investment Consultants
Minnesota
+$1.11M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.03M
5
GI
Gradient Investments
Minnesota
+$769K

Top Sellers

1
Jane Street
Jane Street
New York
-$860K
2
Osaic Holdings
Osaic Holdings
Arizona
-$676K
3
AWM
Aprio Wealth Management
Georgia
-$319K
4
FCBT
First Citizens Bank & Trust
North Carolina
-$286K
5
AWA
A4 Wealth Advisors
North Carolina
-$273K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$46.9M +$20.7M +383,746 +80%
AWM
2
Aprio Wealth Management
Georgia
$21.7M -$319K -5,901 -1%
GI
3
Gradient Investments
Minnesota
$17.7M +$769K +14,246 +5%
AWA
4
Aaron Wealth Advisors
Illinois
$10.6M +$300K +5,554 +3%
Wells Fargo
5
Wells Fargo
California
$5.1M +$27.2K +504 +0.5%
AllianceBernstein
6
AllianceBernstein
Tennessee
$3.4M – – –
WA
7
Wealth Architects
California
$3.19M -$64.9K -1,202 -2%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$2.56M +$1.03M +19,103 +68%
LPL Financial
9
LPL Financial
California
$2.2M -$265K -4,909 -11%
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$2.01M -$198K -3,663 -9%
FCBT
11
First Citizens Bank & Trust
North Carolina
$1.92M -$286K -5,293 -13%
Bank of America
12
Bank of America
North Carolina
$1.79M +$274K +5,084 +18%
PWA
13
Pitcairn Wealth Advisors
Pennsylvania
$1.75M +$1.74M +32,241 New
AIC
14
Allodium Investment Consultants
Minnesota
$1.69M +$1.11M +20,546 +192%
UCFA
15
United Capital Financial Advisors
Texas
$1.45M +$1.45M +26,837 New
JWCA
16
J.W. Cole Advisors
Florida
$1.12M +$41.4K +767 +4%
VI
17
Vestcor Inc
New Brunswick, Canada
$1.05M +$16.2K +300 +2%
BFA
18
Brown Financial Advisors
Ohio
$1.01M +$8.91K +165 +0.9%
Principal Financial Group
19
Principal Financial Group
Iowa
$870K – – –
Osaic Holdings
20
Osaic Holdings
Arizona
$849K -$676K -12,526 -44%
Raymond James Financial
21
Raymond James Financial
Florida
$771K +$297K +5,493 +63%
PW
22
Paladin Wealth
Minnesota
$698K +$169K +3,135 +32%
Mariner
23
Mariner
Kansas
$679K -$63.5K -1,176 -9%
MFS
24
Mattson Financial Services
Michigan
$644K -$50.4K -933 -7%
SA
25
Sanctuary Advisors
Indiana
$570K -$1.67K -31 -0.3%
1
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TOLZ Hedge Fund Activity: Q4 2025 in Review

57 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) for Q4 2025, worth a combined $138M — up 19% from $116M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of TOLZ and 4 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 20 added.

The largest buyer was Morgan Stanley, adding an estimated $20.7M. The largest seller was Jane Street, exiting entirely with an estimated $860K sold.

  • 57 institutional investors held ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) as of Q4 2025, down from 62 in Q3 2025.
  • Funds reported $138M of ProShares DJ Brookfield Global Infrastructure ETF stock for Q4 2025, up 19% quarter-over-quarter.
  • 4 funds opened new ProShares DJ Brookfield Global Infrastructure ETF positions in Q4 2025 and 7 closed out, a net change of -3 holders.
  • The largest ProShares DJ Brookfield Global Infrastructure ETF buyer in Q4 2025 was Morgan Stanley, an estimated $20.7M added.
  • The largest ProShares DJ Brookfield Global Infrastructure ETF seller in Q4 2025 was Jane Street, an estimated $860K sold.

Based on aggregated 13F filings for Q4 2025.