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Global X US Infrastructure Development ETF

418 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 57 funds opening new positions, 128 increasing their positions, 156 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 43

30% more capital invested

Capital invested by funds: $2.21B → $2.86B (+$652M)

5.21% more ownership

Funds ownership: 55.32%60.53% (+5.2%)

3% more funds holding

Funds holding: 407418 (+11)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

18% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 156

39% less call options, than puts

Call options by funds: $5.14M | Put options by funds: $8.38M

Holders
418
Holders Change
+11
Holders Change %
+2.7%
% of All Funds
6.56%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
57
Increased
128
Reduced
156
Closed
43
Calls
$5.14M
Puts
$8.38M
Net Calls
-$3.24M
Net Calls Change
-$8.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$580M +$69.8M +2,458,092 +15%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$366M +$75.2M +2,648,558 +30%
HIIFS
3
Harel Insurance Investments & Financial Services
Israel
$215M -$18.8K -661 -0%
Morgan Stanley
4
Morgan Stanley
New York
$175M +$7.94M +279,699 +5%
LPL Financial
5
LPL Financial
California
$150M +$25.2M +886,739 +23%
JP Morgan Chase
6
JP Morgan Chase
New York
$113M +$96.8M +3,410,033 +1,796%
CWM
7
Congress Wealth Management
Massachusetts
$79.8M +$773K +27,226 +1%
CIBC Private Wealth Group
8
CIBC Private Wealth Group
Georgia
$58.9M +$18.5M +651,293 +53%
Wells Fargo
9
Wells Fargo
California
$54.6M +$2.98M +104,956 +6%
G
10
GenTrust
Florida
$38.7M +$835K +29,432 +2%
Mariner
11
Mariner
Kansas
$38.5M +$2.13M +75,022 +7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$35.5M -$1.55M -54,453 -5%
UBS Group
13
UBS Group
Switzerland
$33.9M -$2.17M -76,409 -7%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$32M +$2.28M +80,252 +9%
PS
15
Portfolio Strategies
New York
$31M -$11.6M -407,256 -29%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$29.8M +$1.04M +36,757 +4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$29.4M +$893K +31,467 +3%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$26.4M +$5.42M +190,934 +29%
EWA
19
Evolution Wealth Advisors
Florida
$24.5M -$247K -8,695 -1%
DWM
20
Destination Wealth Management
California
$23.7M -$322K -11,346 -1%
MIH
21
Meitav Investment House
Israel
$22.9M +$9.62K +339 +0%
Osaic Holdings
22
Osaic Holdings
Arizona
$21.7M +$619K +21,815 +3%
MTWSIF
23
Mivtachim The Workers Social Insurance Fund
Israel
$20.4M +$18.5M +650,000 New
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$17.1M -$1.24M -43,651 -7%
RJA
25
Raymond James & Associates
Florida
$15.1M +$711K +25,047 +6%