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IPAV Institutional Ownership

Global X Infrastructure Development ex-U.S. ETF
1W: -1.5% 1M: -3.6% 3M: -4.4% YTD: -7.3%
$30.74
+0.18 (+0.60%)
 
Weekly Expected Move ±2.2%
$29 $30 $31 $31 $32
ETF CBOE · AUM $5.3M

Institutional Ownership — IPAV

8
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
4
New Positions
1
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (8 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Wealth High Governance Asset Managemen NEW 20,900 642K — +0.0% 1Q SEC ↗
2 Intrepid Financial Planning Group LLC 12,331 379K +948 +8.3% 4Q SEC ↗
3 OLD MISSION CAPITAL LLC 10,157 312K -22,742 -69.1% 4Q SEC ↗
4 Creative Planning NEW 7,265 223K — +0.0% 1Q SEC ↗
5 Allworth Financial LP NEW 766 24K — +0.0% 1Q SEC ↗
6 MORGAN STANLEY 698 21K -4,731 -87.1% 2Q SEC ↗
7 UBS Group AG NEW 82 3K — +0.0% 1Q SEC ↗
8 RMG Wealth Management LLC 0 0K -155 -100.0% 1Q SEC ↗

Recent Activity

New Positions (4)
HolderSharesValue
Wealth High Governance Asset Manage 20,900 642K
Creative Planning 7,265 223K
Allworth Financial LP 766 24K
UBS Group AG 82 3K
Sold Out (1)
HolderPrev SharesPrev Value
RMG Wealth Management LLC 155 5K
Biggest Increases (1)
HolderAddedChange %Total Shares
Intrepid Financial Planning Group L +948 +8.3% 12,331
Biggest Decreases (2)
HolderReducedChange %Total Shares
OLD MISSION CAPITAL LLC -22,742 -69.1% 10,157
MORGAN STANLEY -4,731 -87.1% 698

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms