Global X Founder-Run Companies ETF
BOSS
BOSS was delisted on the 10th of November, 2023.
9 hedge funds and large institutions have $2.85M invested in Global X Founder-Run Companies ETF in 2022 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 0 closing their positions.
13% more funds holding
Funds holding: 8 → 9 (+1)
12% less capital invested
Capital invested by funds: $3.24M → $2.85M (-$391K)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WH
Willner & Heller
Encino,
California
|
+$199K |
| 2 |
LPL Financial
San Diego,
California
|
+$41.1K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$11.9K |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
+$5.97K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$238K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$32.7K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$22.6K |
| 4 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
-$892 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $858K | +$41.1K | +1,383 | +5% |
|
|
SL
2
Systelligence LLC
Bloomington,
Minnesota
| $845K | -$238K | -8,012 | -22% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $343K | -$32.7K | -1,100 | -9% |
|
|
CAN
4
Cetera Advisor Networks
El Segundo,
California
| $305K | +$11.9K | +400 | +4% |
|
|
5
Financial Engines Advisors
Santa Clara,
California
| $245K | +$5.97K | +201 | +3% |
|
|
WH
6
Willner & Heller
Encino,
California
| $227K | +$199K | +6,682 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $15K | -$22.6K | -762 | -61% |
|
|
CIAS
8
Capital Investment Advisory Services
Raleigh,
North Carolina
| $7K | -$892 | -30 | -11% |
|
BOSS Hedge Fund Activity: Q1 2022 in Review
9 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Global X Founder-Run Companies ETF (BOSS) for Q1 2022, worth a combined $2.85M — down 12% from $3.24M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new BOSS positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Willner & Heller, opening a new position worth an estimated $199K. The largest seller was Systelligence LLC, cutting an estimated $238K.
- 9 institutional investors held Global X Founder-Run Companies ETF (BOSS) as of Q1 2022, up from 8 in Q4 2021.
- Funds reported $2.85M of Global X Founder-Run Companies ETF stock for Q1 2022, down 12% quarter-over-quarter.
- 1 fund opened new Global X Founder-Run Companies ETF positions in Q1 2022 and 0 closed out, a net change of +1 holder.
- The largest Global X Founder-Run Companies ETF buyer in Q1 2022 was Willner & Heller, an estimated $199K added.
- The largest Global X Founder-Run Companies ETF seller in Q1 2022 was Systelligence LLC, an estimated $238K sold.
Based on aggregated 13F filings for Q1 2022.