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Global X US Infrastructure Development ETF
PAVE

Overview Fund Activity

519 hedge funds and large institutions have $4.6B invested in Global X US Infrastructure Development ETF in 2024 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 212 increasing their positions, 153 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+37
Holders Change %
+7.68%
% of All Funds
7.52%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.32%
New
79
Increased
212
Reduced
153
Closed
35
Calls
$2.91M
Puts
$1.91M
Net Calls
+$999K
Net Calls Change
-$1.89M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$103M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$698M
3
Bank of America
3
Bank of America
North Carolina
$804M
4
MAWA
4
Moss Adams Wealth Advisors
Washington
$34M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$36.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$314M
2
CWM
2
Congress Wealth Management
Massachusetts
$95.9M
3
ECM
3
Evergreen Capital Management
Washington
$0
4
AWM
4
AE Wealth Management
Kansas
$226K
5
OFW
5
Omnia Family Wealth
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
201
Perigon Wealth Management
California
$1.16M +$154K +3,869 +15%
CPC
202
Cookson Peirce & Co
Pennsylvania
$1.16M +$916 +23 +0.1%
CAG
203
Csenge Advisory Group
Florida
$1.15M -$118K -2,959 -9%
B
204
Barings
North Carolina
$1.13M – – –
KIA
205
Kraematon Investment Advisors
Massachusetts
$1.13M +$137K +3,445 +14%
IA
206
IFP Advisors
Florida
$1.13M +$196K +4,917 +21%
NRI
207
NFP Retirement Inc
California
$1.12M +$67.2K +1,688 +6%
IA
208
IFG Advisory
Georgia
$1.1M +$152K +3,814 +16%
WS
209
Wedbush Securities
California
$1.1M +$273K +6,860 +33%
SPC
210
Sigma Planning Corp
Michigan
$1.08M +$590K +14,821 +120%
SW
211
SteelPeak Wealth
California
$1.07M +$1.07M +26,960 New
Koshinski Asset Management
212
Koshinski Asset Management
Illinois
$1.05M -$298K -7,476 -22%
CFP
213
Cascade Financial Partners
California
$1.05M +$1.05M +27,250 New
DAS
214
Diversify Advisory Services
Utah
$1.02M +$1.02M +25,802 New
CRWM
215
Castle Rock Wealth Management
California
$1.01M +$15.1K +404 +2%
WAP
216
Wealthcare Advisory Partners
Pennsylvania
$1.01M +$292K +7,340 +41%
BCM
217
Brookstone Capital Management
Illinois
$1.01M -$18.4K -461 -2%
SA
218
SFI Advisors
New Jersey
$987K +$251K +6,313 +34%
CWM
219
Circle Wealth Management
New Jersey
$983K +$3.86K +97 +0.4%
WIP
220
WealthCare Investment Partners
Rhode Island
$983K -$165K -4,151 -14%
HIA
221
Harbor Investment Advisory
Maryland
$974K +$171K +4,294 +21%
ARC
222
Advisor Resource Council
Texas
$968K -$4.2M -121,898 -81%
Fidelity Investments
223
Fidelity Investments
Massachusetts
$967K +$104K +2,622 +12%
LNC
224
Lincoln National Corp
Pennsylvania
$958K +$207K +5,203 +28%
FIA
225
Foundations Investment Advisors
Arizona
$942K -$147K -3,696 -14%
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9
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