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Global X Cybersecurity ETF

161 hedge funds and large institutions have $223M invested in Global X Cybersecurity ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

558% more call options, than puts

Call options by funds: $2.64M | Put options by funds: $402K

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

29% more capital invested

Capital invested by funds: $173M → $223M (+$49.9M)

7% more funds holding

Funds holding: 150161 (+11)

2.75% more ownership

Funds ownership: 28.75%31.5% (+2.8%)

10% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 51

Holders
161
Holders Change
+11
Holders Change %
+7.33%
% of All Funds
2.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
46
Reduced
51
Closed
13
Calls
$2.64M
Puts
$402K
Net Calls
+$2.24M
Net Calls Change
+$697K
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$2.01M +$124K +4,799 +8%
IA
27
Insight Advisors
Pennsylvania
$2M +$181K +7,014 +11%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.92M -$387K -15,010 -19%
PCM
29
Price Capital Management
Louisiana
$1.79M +$1.58M +61,050 New
EL
30
Essex LLC
Illinois
$1.72M -$775K -30,035 -34%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.71M +$45.9K +1,777 +3%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.69M -$438K -16,978 -23%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$1.61M -$267K -10,352 -16%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$1.55M -$25.9K -1,004 -2%
TC
35
TAP Consulting
Missouri
$1.41M -$75.9K -2,943 -6%
CAN
36
Cetera Advisor Networks
California
$1.36M +$48.1K +1,866 +4%
CAWM
37
Capital Advisors Wealth Management
Washington
$1.28M +$24.4K +945 +2%
NFC
38
Northeast Financial Consultants
Connecticut
$1.25M
NW
39
NewEdge Wealth
Pennsylvania
$1.23M -$166K -6,452 -13%
RWG
40
Ratio Wealth Group
Colorado
$1.19M +$64.4K +2,497 +7%
EFL
41
ERn Financial LLC
Wisconsin
$1.15M -$589K -22,841 -37%
SCA
42
STALEY CAPITAL ADVISERS
Pennsylvania
$1.05M
UBS Group
43
UBS Group
Switzerland
$978K -$44K -1,706 -5%
USCWA
44
U.S. Capital Wealth Advisors
Texas
$962K -$350K -13,550 -29%
HIP
45
HUB Investment Partners
Texas
$884K -$126K -4,899 -14%
PWM
46
Prosperity Wealth Management
California
$820K -$36.9K -1,431 -5%
BFA
47
Brendel Financial Advisors
New Hampshire
$819K -$18.6K -721 -3%
HAS
48
HBW Advisory Services
California
$790K +$405K +15,710 +140%
CAM
49
Cresset Asset Management
Illinois
$761K -$33K -1,279 -5%
LWM
50
Lionsbridge Wealth Management
Florida
$749K +$422K +16,357 +178%

BUG Hedge Fund Activity: Q4 2023 in Review

161 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X Cybersecurity ETF (BUG) for Q4 2023, worth a combined $223M — up 29% from $173M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BUG positions and 13 closed out — a net gain of 13 holders — while 46 added to existing stakes and 51 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.1M. The largest seller was Jane Street, cutting an estimated $12.2M.

  • 161 institutional investors held Global X Cybersecurity ETF (BUG) as of Q4 2023, up from 150 in Q3 2023.
  • Funds reported $223M of Global X Cybersecurity ETF stock for Q4 2023, up 29% quarter-over-quarter.
  • 26 funds opened new Global X Cybersecurity ETF positions in Q4 2023 and 13 closed out, a net change of +13 holders.
  • The largest Global X Cybersecurity ETF buyer in Q4 2023 was Morgan Stanley, an estimated $13.1M added.
  • The largest Global X Cybersecurity ETF seller in Q4 2023 was Jane Street, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2023.