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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
OMC
151
Old Mission Capital
Illinois
– -$850K -40,957 Closed
CQS
152
Credential Qtrade Securities
– -$613K -29,560 Closed
IIA
153
IPG Investment Advisors
California
– -$519K -25,000 Closed
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
– -$365K -17,607 Closed
AC
155
Anson Capital
Georgia
– -$356K -17,146 Closed
Creative Planning
156
Creative Planning
Kansas
– -$232K -11,183 Closed
GWM
157
GSB Wealth Management
Connecticut
– -$227K -10,934 Closed
SC
158
Solstein Capital
California
– -$148K -7,128 Closed
TRCT
159
Tower Research Capital (TRC)
New York
– -$101K -4,887 Closed
SC
160
Sierra Capital
Florida
– -$98K -4,706 Closed
VF
161
VitalStone Financial
Texas
– -$76K -3,644 Closed
PFO
162
Pathstone Family Office
New Jersey
– -$18.9M -3,400 Closed
IUHSA
163
Itau Unibanco Holding S.A.
Brazil
– -$64.1K -3,081 Closed
KIA
164
Kraematon Investment Advisors
Massachusetts
– -$39.8K -1,916 Closed
Simplex Trading
165
Simplex Trading
Illinois
– -$36K -1,744 Closed
OFG
166
Oxford Financial Group
Indiana
– -$27.7K -1,334 Closed
AWM
167
Accurate Wealth Management
Florida
– -$25.9K -1,267 Closed
Citigroup
168
Citigroup
New York
– -$20.2K -972 Closed
MCM
169
MV Capital Management
Maryland
– -$8.3K -400 Closed
ZIG
170
Zullo Investment Group
Pennsylvania
– -$4.15K -200 Closed
MCC
171
Money Concepts Capital
Florida
– -$3.33K -160 Closed
AssetMark Inc
172
AssetMark Inc
California
– -$2.57K -124 Closed
MSCM
173
McElhenny Sheffield Capital Management
Texas
– -$1.74K -84 Closed
USCWA
174
U.S. Capital Wealth Advisors
Texas
– -$311 -15 Closed
AF
175
Affiance Financial
Minnesota
– -$83 -4 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.