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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 %
DFA
301
DHK Financial Advisors
New Hampshire
$345K – – –
CAAS
302
Capital Asset Advisory Services
Michigan
$343K -$15.9K -460 -4%
CWM
303
Centurion Wealth Management
Virginia
$340K -$70.2K -2,038 -17%
TCM
304
Triumph Capital Management
Colorado
$329K -$4.36K -126 -1%
First Manhattan
305
First Manhattan
New York
$322K – – –
Corient Private Wealth
306
Corient Private Wealth
Florida
$321K -$43.2K -1,255 -12%
RIG
307
RiverFront Investment Group
Virginia
$318K +$10.7K +311 +3%
EWM
308
Endowment Wealth Management
Wisconsin
$317K +$317K +9,194 New
WT
309
Whittier Trust
California
$317K -$310K -9,000 -49%
TCWM
310
Total Clarity Wealth Management
Illinois
$313K +$32K +929 +11%
WRPWM
311
Werba Rubin Papier Wealth Management
California
$312K – – –
VA
312
Valmark Advisers
Ohio
$309K +$9.41K +273 +3%
KDA
313
Kraft Davis & Associates
Missouri
$305K – – –
GRP
314
Global Retirement Partners
California
$304K +$49.3K +1,473 +19%
PWM
315
Purus Wealth Management
California
$302K – – –
CAM
316
Cresset Asset Management
Illinois
$302K -$292K -8,469 -49%
IAIM
317
International Assets Investment Management
Florida
$292K +$292K +8,488 New
SWM
318
Scissortail Wealth Management
Oklahoma
$292K +$292K +8,435 New
AMG
319
Advisors Management Group
Wisconsin
$292K -$1.96K -57 -0.7%
WP
320
Wealthspan Partners
Iowa
$292K -$29.4K -852 -9%
Lido Advisors
321
Lido Advisors
California
$289K -$370K -10,685 -56%
KA
322
Kovack Advisors
Florida
$288K +$10.2K +297 +4%
JCM
323
Jacobi Capital Management
Pennsylvania
$288K -$10.3K -300 -3%
MGIA
324
Moneta Group Investment Advisors
Missouri
$285K +$3.52K +102 +1%
OP
325
ORG Partners
Indiana
$284K +$284K +8,229 New
11 12
13
14 15