PAVE icon

Global X US Infrastructure Development ETF
PAVE

Overview Fund Activity

417 hedge funds and large institutions have $2.86B invested in Global X US Infrastructure Development ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 128 increasing their positions, 156 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+10
Holders Change %
+2.46%
% of All Funds
6.58%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
56
Increased
128
Reduced
156
Closed
43
Calls
$5.14M
Puts
$8.38M
Net Calls
-$3.24M
Net Calls Change
-$8.18M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$113M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$366M
3
Bank of America
3
Bank of America
North Carolina
$580M
4
LPL Financial
4
LPL Financial
California
$150M
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$58.9M

Top Sellers

1
PS
1
Portfolio Strategies
New York
$31M
2
AWS
2
Atria Wealth Solutions
New York
$1.59M
3
MHS
3
M Holdings Securities
Oregon
$0
4
SL
4
Savior LLC
Massachusetts
$0
5
M1FG
5
Mach-1 Financial Group
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
176
Choreo LLC
Illinois
$851K +$2.71K +86 +0.3%
Mercer Global Advisors
177
Mercer Global Advisors
Colorado
$838K -$108K -3,425 -11%
FFL
178
Financial Freedom LLC
Ohio
$829K -$108K -3,447 -12%
KIA
179
Kraematon Investment Advisors
Massachusetts
$802K -$2.2K -70 -0.3%
CRWM
180
Castle Rock Wealth Management
California
$777K -$7.79K -251 -1%
WSCM
181
Wellington Shields Capital Management
New York
$763K +$763K +24,275 New
IA
182
IFG Advisory
Georgia
$759K +$386K +12,268 +103%
KWA
183
Kingswood Wealth Advisors
California
$757K +$757K +24,075 New
CCFM
184
Clear Creek Financial Management
Washington
$755K -$35.5K -1,130 -4%
WS
185
Wedbush Securities
California
$749K -$30.3K -964 -4%
IFPG
186
Intrepid Financial Planning Group
Indiana
$748K -$3.52K -112 -0.5%
CAL
187
Capital Advisors Ltd
Ohio
$740K -$13.9K -443 -2%
NRI
188
NFP Retirement Inc
California
$738K -$14.1K -448 -2%
LSA
189
L & S Advisors
California
$716K +$716K +22,791 New
Wealthfront Advisers
190
Wealthfront Advisers
California
$715K -$450K -14,307 -39%
GM
191
GeoWealth Management
Illinois
$711K +$15.1K +479 +2%
BA
192
Bard Associates
Illinois
$707K +$1.58K +50 +0.2%
LWM
193
Laidlaw Wealth Management
New York
$702K – – –
CWM
194
Circle Wealth Management
New Jersey
$696K – – –
EFS
195
Essex Financial Services
Connecticut
$695K – – –
EIP
196
Ellis Investment Partners
Pennsylvania
$688K +$5.31K +169 +0.8%
WANY
197
Wealthspire Advisors (New York)
New York
$681K +$9.43K +300 +1%
Goldman Sachs
198
Goldman Sachs
New York
$678K -$1.19M -37,898 -64%
Koshinski Asset Management
199
Koshinski Asset Management
Illinois
$669K -$213K -6,782 -24%
DADC
200
D.A. Davidson & Co
Montana
$648K +$3.87K +123 +0.6%
6 7
8
9 10