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Global X US Infrastructure Development ETF
PAVE

Overview Fund Activity

482 hedge funds and large institutions have $3.81B invested in Global X US Infrastructure Development ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 161 increasing their positions, 154 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+45
Holders Change %
+10.3%
% of All Funds
7.07%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.21%
New
85
Increased
161
Reduced
154
Closed
35
Calls
$4.42M
Puts
$1.53M
Net Calls
+$2.89M
Net Calls Change
+$553K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$515M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$543M
3
CWM
3
Congress Wealth Management
Massachusetts
$102M
4
Bank of America
4
Bank of America
North Carolina
$655M
5
MIH
5
Meitav Investment House
Israel
$72.7M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$15.9M
2
PS
2
Portfolio Strategies
New York
$0
3
LPL Financial
3
LPL Financial
California
$187M
4
MTWSIF
4
Mivtachim The Workers Social Insurance Fund
Israel
$0
5
PWS
5
Paragon Wealth Strategies
Florida
$433K
Name Holding Trade Value Shares
Change 		Shares
Change %
VI
226
Vestcor Inc
New Brunswick, Canada
$652K – – –
KCFA
227
Key Client Fiduciary Advisors
New Jersey
$652K +$235K +6,817 +56%
SCP
228
Stamos Capital Partners
California
$651K -$520K -15,090 -44%
LNC
229
Lincoln National Corp
Pennsylvania
$650K -$16.4K -475 -2%
RJT
230
Raymond James Trust
Florida
$646K +$58.6K +1,700 +10%
SA
231
SFI Advisors
New Jersey
$637K +$637K +18,472 New
HBW
232
Hazlett, Burt & Watson
West Virginia
$633K +$123K +3,557 +24%
AWM
233
Accel Wealth Management
Iowa
$632K -$1.72K -50 -0.3%
IRC
234
Investors Research Corp
Georgia
$628K +$471K +13,655 +298%
WAP
235
Wealthcare Advisory Partners
Pennsylvania
$623K +$6.55K +190 +1%
NS
236
NBC Securities
Alabama
$614K +$62.9K +1,824 +11%
VR
237
Valued Retirements
Texas
$606K +$606K +17,597 New
MAWCM
238
Mine & Arao Wealth Creation & Management
California
$605K – – –
KPWS
239
Kestra Private Wealth Services
Texas
$602K +$25.4K +737 +4%
GWM
240
Geneos Wealth Management
Colorado
$602K -$108K -3,147 -15%
SJGA
241
Stephen J. Garry & Associates
New York
$600K +$600K +17,400 New
IWC
242
Integrated Wealth Concepts
Massachusetts
$597K +$101K +2,942 +20%
LWM
243
Laidlaw Wealth Management
New York
$595K -$14.1K -408 -2%
DADC
244
D.A. Davidson & Co
Montana
$591K -$93.8K -2,722 -14%
T
245
Tidemark
California
$583K +$583K +16,910 New
SMA
246
Sage Mountain Advisors
Georgia
$570K – – –
CMANY
247
Capital Management Associates (New York)
New York
$569K – – –
TCM
248
Tandem Capital Management
New Jersey
$550K – – –
SL
249
Stevard LLC
Illinois
$547K +$547K +15,885 New
TFGT
250
TS Financial Group (TSFG)
Illinois
$537K -$280K -8,128 -34%
8 9
10
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