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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$453M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$9.79M
3
IWM
3
IHT Wealth Management
Illinois
$4.89M
4
CM
4
Crestline Management
Texas
$0
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$5.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPC
176
Cookson Peirce & Co
Pennsylvania
$786K +$8.39K +296 +1%
PA
177
PFG Advisors
Arizona
$775K +$54.4K +1,918 +8%
D
178
Diversified
Delaware
$774K +$20.8K +735 +3%
CL
179
Choreo LLC
Illinois
$763K +$763K +26,917 New
BCM
180
Brookstone Capital Management
Illinois
$752K -$6.92K -250 -0.9%
AFWM
181
AMJ Financial Wealth Management
Virginia
$741K +$741K +26,142 New
CG
182
Colony Group
Massachusetts
$739K -$177K -6,228 -19%
KWM
183
Kingsview Wealth Management
Oregon
$736K +$42.2K +1,487 +6%
MFG
184
Merit Financial Group
Georgia
$728K +$728K +25,688 New
KIA
185
Kraematon Investment Advisors
Massachusetts
$726K +$96.1K +3,388 +15%
CCFM
186
Clear Creek Financial Management
Washington
$713K +$78.3K +2,763 +12%
CRWM
187
Castle Rock Wealth Management
California
$706K -$7.2K -258 -1%
WS
188
Wedbush Securities
California
$703K -$31.9K -1,125 -4%
OP
189
ORG Partners
Indiana
$696K +$696K +24,585 New
CAL
190
Capital Advisors Ltd
Ohio
$680K – – –
NRI
191
NFP Retirement Inc
California
$679K +$69.5K +2,451 +11%
IFPG
192
Intrepid Financial Planning Group
Indiana
$678K -$92.9K -3,276 -12%
LAS
193
LWM Advisory Services
Florida
$667K +$324K +11,439 +95%
BA
194
Bard Associates
Illinois
$635K +$155K +5,475 +32%
LWM
195
Laidlaw Wealth Management
New York
$633K – – –
CWM
196
Circle Wealth Management
New Jersey
$627K -$33.7K -1,188 -5%
EFS
197
Essex Financial Services
Connecticut
$627K -$95.3K -3,363 -13%
GM
198
GeoWealth Management
Illinois
$627K +$24.9K +878 +4%
EIP
199
Ellis Investment Partners
Pennsylvania
$616K +$1.28K +45 +0.2%
WANY
200
Wealthspire Advisors (New York)
New York
$606K +$2.01K +71 +0.3%
6 7
8
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