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Global X US Infrastructure Development ETF
PAVE

Overview Fund Activity

407 hedge funds and large institutions have $2.21B invested in Global X US Infrastructure Development ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 138 increasing their positions, 152 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+12
Holders Change %
+3.04%
% of All Funds
6.51%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
53
Increased
138
Reduced
152
Closed
34
Calls
$5.89M
Puts
$953K
Net Calls
+$4.94M
Net Calls Change
+$361K

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$255M
2
LPL Financial
LPL Financial
California
$110M
3
CWM
Congress Wealth Management
Massachusetts
$71.2M
4
Wells Fargo
Wells Fargo
California
$46.2M
5
MA
Montag & Associates
Georgia
$5.98M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$453M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$9.79M
3
IWM
IHT Wealth Management
Illinois
$4.89M
4
CM
Crestline Management
Texas
$0
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$5.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
276
Grandview Asset Management
Pennsylvania
$269K -$33.5K -1,181 -11%
PNC Financial Services Group
277
PNC Financial Services Group
Pennsylvania
$266K +$29.8K +1,051 +13%
SCP
278
Stamos Capital Partners
California
$265K – – –
FFWA
279
FRG Family Wealth Advisors
Washington
$262K +$13.5K +475 +5%
WRPWM
280
Werba Rubin Papier Wealth Management
California
$259K -$183K -6,469 -41%
CRC
281
Curi RMB Capital
Illinois
$255K – – –
CAL
282
Capital Analysts LLC
Pennsylvania
$254K -$226K -7,965 -47%
Corient Private Wealth
283
Corient Private Wealth
Florida
$254K +$254K +8,954 New
CWM
284
Castle Wealth Management
Florida
$254K -$28.7K -1,014 -10%
IWP
285
Icon Wealth Partners
Texas
$253K +$253K +8,916 New
TWC
286
TD Waterhouse Canada
Ontario, Canada
$252K – – –
First Manhattan
287
First Manhattan
New York
$252K – – –
AWA
288
Arkadios Wealth Advisors
Georgia
$252K +$879 +31 +0.4%
CW
289
Channel Wealth
California
$250K +$250K +8,827 New
HSBC Holdings
290
HSBC Holdings
United Kingdom
$247K – – –
SG
291
StoneX Group
New York
$241K +$85 +3 +0%
TCA
292
Transcend Capital Advisors
New Jersey
$240K -$22K -776 -8%
PWM
293
Prosperity Wealth Management
California
$239K -$4.59K -162 -2%
ECG
294
Edge Capital Group
Georgia
$236K -$202K -7,122 -46%
MGIA
295
Moneta Group Investment Advisors
Missouri
$232K +$232K +8,179 New
ECA
296
Elevated Capital Advisors
Utah
$232K -$2.78K -98 -1%
BCI
297
Brinker Capital Investments
Pennsylvania
$230K +$230K +8,127 New
OPS
298
Orion Portfolio Solutions
Nebraska
$230K +$230K +8,127 New
PD
299
Planning Directions
Pennsylvania
$229K -$42.4K -1,500 -16%
RIG
300
RiverFront Investment Group
Virginia
$227K +$1.5K +53 +0.7%
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