PAVE icon

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 %
CFB
301
Cullen/Frost Bankers
Texas
$226K – – –
SFA
302
Source Financial Advisors
New York
$222K -$1.45K -51 -0.6%
AWM
303
Avitas Wealth Management
California
$221K +$6.78K +239 +3%
MIC
304
Means Investment Company
Maine
$212K +$212K +7,489 New
EWM
305
Executive Wealth Management
Michigan
$209K +$209K +7,355 New
KA
306
Kovack Advisors
Florida
$202K +$202K +7,120 New
GRP
307
Global Retirement Partners
California
$202K +$169K +6,127 +522%
LC
308
Lindbrook Capital
California
$200K – – –
SG Americas Securities
309
SG Americas Securities
New York
$198K – – –
MRC
310
Millburn Ridgefield Corp
New York
$191K -$31.5K -1,111 -14%
CCA
311
Catalyst Capital Advisors
New York
$191K -$31.5K -1,111 -14%
TPCW
312
TD Private Client Wealth
New York
$178K -$41.7K -1,472 -19%
FWP
313
FAS Wealth Partners
Kansas
$164K -$19.2K -678 -11%
US Bancorp
314
US Bancorp
Minnesota
$152K – – –
EDRH
315
Edmond de Rothschild Holding
Switzerland
$149K +$149K +5,251 New
CFGS
316
Concourse Financial Group Securities
Alabama
$129K +$50.8K +1,792 +65%
CFD
317
Creative Financial Designs
Indiana
$123K +$34.8K +1,229 +40%
WTC
318
WhitTier Trust Company
Nevada
$116K – – –
CSPAM
319
Cary Street Partners Asset Management
Virginia
$109K – – –
Bessemer Group
320
Bessemer Group
New Jersey
$102K – – –
FCA
321
Fortis Capital Advisors
Kansas
$95K -$8.82K -311 -8%
CPFP
322
Clear Perspectives Financial Planning
Ohio
$82.9K – – –
USGIU
323
U.S. Global Investors (USGI)
Texas
$76.5K +$76.5K +2,700 New
MIM
324
Macroview Investment Management
Maryland
$76.4K +$340 +12 +0.4%
AF
325
Advisornet Financial
Minnesota
$76.1K +$23.7K +835 +45%
11 12
13
14 15