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Global X US Infrastructure Development ETF
PAVE

Overview Fund Activity

519 hedge funds and large institutions have $4.6B invested in Global X US Infrastructure Development ETF in 2024 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 212 increasing their positions, 153 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+37
Holders Change %
+7.68%
% of All Funds
7.52%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.32%
New
79
Increased
212
Reduced
153
Closed
35
Calls
$2.91M
Puts
$1.91M
Net Calls
+$999K
Net Calls Change
-$1.89M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$103M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$698M
3
Bank of America
3
Bank of America
North Carolina
$804M
4
MAWA
4
Moss Adams Wealth Advisors
Washington
$34M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$36.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$314M
2
CWM
2
Congress Wealth Management
Massachusetts
$95.9M
3
ECM
3
Evergreen Capital Management
Washington
$0
4
AWM
4
AE Wealth Management
Kansas
$226K
5
OFW
5
Omnia Family Wealth
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
251
Benjamin F. Edwards & Company
Missouri
$729K +$311K +7,817 +74%
FHA
252
Flagship Harbor Advisors
Massachusetts
$728K -$131K -3,302 -15%
SW
253
Simplicity Wealth
New Jersey
$701K +$428K +10,760 +157%
VR
254
Valued Retirements
Texas
$701K – – –
MAWCM
255
Mine & Arao Wealth Creation & Management
California
$694K -$4.66K -117 -0.7%
DADC
256
D.A. Davidson & Co
Montana
$693K +$9.91K +249 +1%
AWM
257
Accel Wealth Management
Iowa
$693K -$36.7K -923 -5%
SJGA
258
Stephen J. Garry & Associates
New York
$693K – – –
AWM
259
Apollon Wealth Management
South Carolina
$688K +$243K +6,094 +54%
IWC
260
Integrated Wealth Concepts
Massachusetts
$688K -$2.27K -57 -0.3%
GWM
261
Geneos Wealth Management
Colorado
$685K -$10.5K -264 -2%
GM
262
GeoWealth Management
Illinois
$684K -$101K -2,532 -13%
RJT
263
Raymond James Trust
Florida
$666K -$79.5K -1,997 -11%
SMA
264
Sage Mountain Advisors
Georgia
$662K +$4.1K +103 +0.6%
SCP
265
Stamos Capital Partners
California
$658K -$94K -2,360 -13%
CWM
266
Castle Wealth Management
Florida
$638K -$135K -3,385 -17%
CAM
267
Cresset Asset Management
Illinois
$636K +$287K +7,202 +82%
IFA
268
Interactive Financial Advisors
Illinois
$632K +$551K +13,830 +677%
BWM
269
BCGM Wealth Management
Indiana
$631K +$631K +15,854 New
ACM
270
Advisors Capital Management
New Jersey
$628K +$19.2K +483 +3%
TCM
271
Tandem Capital Management
New Jersey
$607K -$27.9K -700 -4%
AWE
272
Avidian Wealth Enterprises
Texas
$595K +$114K +2,855 +24%
ASFA
273
All Season Financial Advisors
Colorado
$591K -$7.33K -184 -1%
PGAM
274
Princeton Global Asset Management
New Jersey
$589K -$3.34K -84 -0.6%
PI
275
PFG Investments
New York
$586K +$586K +14,711 New
9 10
11
12 13