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Global X US Infrastructure Development ETF
PAVE

Overview Fund Activity

395 hedge funds and large institutions have $1.84B invested in Global X US Infrastructure Development ETF in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 95 increasing their positions, 160 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+18
Holders Change %
+4.77%
% of All Funds
6.37%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
57
Increased
95
Reduced
160
Closed
28
Calls
$6.12M
Puts
$1.55M
Net Calls
+$4.58M
Net Calls Change
-$394K

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$23.6M
2
PS
2
Portfolio Strategies
New York
$37.6M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$15.4M
4
IWM
4
IHT Wealth Management
Illinois
$9.52M
5
NA
5
NewEdge Advisors
Louisiana
$4.13M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.68M
2
Bank of America
2
Bank of America
North Carolina
$506M
3
Wells Fargo
3
Wells Fargo
California
$34.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$138M
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$200K
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
176
Laidlaw Wealth Management
New York
$591K -$30.6K -1,155 -5%
KIA
177
Kraematon Investment Advisors
Massachusetts
$588K – – –
WAP
178
Wealthcare Advisory Partners
Pennsylvania
$581K +$38K +1,434 +7%
EIP
179
Ellis Investment Partners
Pennsylvania
$574K -$20K -754 -3%
NRI
180
NFP Retirement Inc
California
$569K -$43.3K -1,636 -7%
WANY
181
Wealthspire Advisors (New York)
New York
$564K – – –
GM
182
GeoWealth Management
Illinois
$562K +$5.71K +216 +1%
HAS
183
HBW Advisory Services
California
$559K +$15.3K +547 +3%
DADC
184
D.A. Davidson & Co
Montana
$556K -$5.72K -216 -1%
Lido Advisors
185
Lido Advisors
California
$542K -$37.1K -1,400 -6%
AFP
186
Alpha Financial Partners
Kentucky
$542K +$542K +20,460 New
WA
187
Wealth Advisors
California
$540K -$325K -12,275 -38%
AWM
188
Accel Wealth Management
Iowa
$517K – – –
Invesco
189
Invesco
Georgia
$510K -$35.1K -1,326 -6%
AP
190
Advisors Preferred
Maryland
$500K +$500K +18,867 New
KW
191
KWB Wealth
California
$499K +$27.1K +1,022 +6%
WCM
192
WealthBridge Capital Management
Ohio
$489K +$9.67K +365 +2%
Citigroup
193
Citigroup
New York
$489K -$139K -5,264 -22%
CFG
194
Citizens Financial Group
Rhode Island
$484K – – –
WT
195
Whittier Trust
California
$482K – – –
VFG
196
V2 Financial group
Illinois
$480K – – –
RJT
197
Raymond James Trust
Florida
$478K -$1.59K -60 -0.3%
JAG
198
Journey Advisory Group
Kentucky
$469K +$64.7K +2,442 +16%
AWG
199
Altus Wealth Group
Colorado
$469K +$469K +17,704 New
ORC
200
O'Rourke & Company
Massachusetts
$467K +$87.5K +3,303 +23%
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8
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