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Global X Cybersecurity ETF
BUG

147 hedge funds and large institutions have $253M invested in Global X Cybersecurity ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 45

10% less funds holding

Funds holding: 164 → 147 (-17)

12.1% less ownership

Funds ownership: 46.54% → 34.44% (-12%)

39% less capital invested

Capital invested by funds: $414M → $253M (-$160M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

53% less call options, than puts

Call options by funds: $1.79M | Put options by funds: $3.82M

54% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 28

Holders
147
Holders Change
-17
Holders Change %
-10.37%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
53
Reduced
45
Closed
28
Calls
$1.79M
Puts
$3.82M
Net Calls
-$2.03M
Net Calls Change
-$2.37M

Top Buyers

1
LPL Financial
LPL Financial
California
+$5.82M
2
MTWM
Masso Torrence Wealth Management
New Jersey
+$1.16M
3
LFAS
Level Four Advisory Services
Texas
+$884K
4
FFWM
Future Financial Wealth Management
Ohio
+$775K
5
Morgan Stanley
Morgan Stanley
New York
+$687K

Top Sellers

1
PF
Phoenix Financial
Israel
-$141M
2
PFO
Pathstone Family Office
New Jersey
-$18.9M
3
MIH
Meitav Investment House
Israel
-$11.3M
4
Jane Street
Jane Street
New York
-$10.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
National Bank of Canada
126
National Bank of Canada
Quebec, Canada
$10.2K – – –
BAM
127
Bellevue Asset Management
Washington
$9.32K +$133 +6 +2%
Fidelity Investments
128
Fidelity Investments
Massachusetts
$9.05K +$8.55K +385 +38,500%
AWM
129
AllSquare Wealth Management
New York
$8.25K – – –
AIC
130
Archer Investment Corporation
Indiana
$8.18K – – –
DAC
131
Dividend Assets Capital
South Carolina
$8K – – –
FWP
132
FAS Wealth Partners
Kansas
$7.04K +$6.66K +300 New
FPFS
133
First Personal Financial Services
North Carolina
$6.1K – – –
AF
134
Allworth Financial
California
$5.86K -$6.66K -300 -55%
GWSG
135
GPS Wealth Strategies Group
Colorado
$5.86K +$5.55K +250 New
ME
136
McIlrath & Eck
Washington
$5.72K – – –
TWC
137
TD Waterhouse Canada
Ontario, Canada
$4.48K – – –
IFAM
138
Institutional & Family Asset Management
Colorado
$3.05K – – –
SFG
139
Steward Financial Group
Texas
$3K +$3.15K +142 New
JWM
140
Janiczek Wealth Management
Colorado
$2.31K – – –
PTC
141
Private Trust Company
Ohio
$2.11K – – –
Commonwealth Equity Services
142
Commonwealth Equity Services
Massachusetts
$1.84K +$47.6K +2,144 +3%
HT
143
Headlands Technologies
Illinois
$1.71K +$1.62K +73 New
HGERS
144
Householder Group Estate & Retirement Specialist
Arizona
$1K +$555 +25 New
CFO
145
CVA Family Office
Colorado
$704 – – –
LC
146
Lindbrook Capital
California
$446 +$422 +19 New
GI
147
Gradient Investments
Minnesota
$119 – – –
RF
148
Robbins Farley
New Hampshire
$47 – – –
Mariner
149
Mariner
Kansas
– -$2.6M -125,479 Closed
Marshall Wace
150
Marshall Wace
United Kingdom
– -$905K -43,596 Closed
4 5
6
7 8

BUG Hedge Fund Activity: Q1 2023 in Review

147 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Global X Cybersecurity ETF (BUG) for Q1 2023, worth a combined $253M — down 39% from $414M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of BUG and 13 opened new positions — a net loss of 15 holders — while 45 trimmed existing stakes and 53 added.

The largest buyer was LPL Financial, adding an estimated $5.82M. The largest seller was Phoenix Financial, cutting an estimated $141M.

  • 147 institutional investors held Global X Cybersecurity ETF (BUG) as of Q1 2023, down from 164 in Q4 2022.
  • Funds reported $253M of Global X Cybersecurity ETF stock for Q1 2023, down 39% quarter-over-quarter.
  • 13 funds opened new Global X Cybersecurity ETF positions in Q1 2023 and 28 closed out, a net change of -15 holders.
  • The largest Global X Cybersecurity ETF buyer in Q1 2023 was LPL Financial, an estimated $5.82M added.
  • The largest Global X Cybersecurity ETF seller in Q1 2023 was Phoenix Financial, an estimated $141M sold.

Based on aggregated 13F filings for Q1 2023.