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Global X Cybersecurity ETF

174 hedge funds and large institutions have $282M invested in Global X Cybersecurity ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 18

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

18% more call options, than puts

Call options by funds: $966K | Put options by funds: $818K

7% more funds holding

Funds holding: 162174 (+12)

5% more capital invested

Capital invested by funds: $270M → $282M (+$12.4M)

0.31% less ownership

Funds ownership: 35.77%35.47% (-0.31%)

27% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 60

Holders
174
Holders Change
+12
Holders Change %
+7.41%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
36
Increased
44
Reduced
60
Closed
18
Calls
$966K
Puts
$818K
Net Calls
+$148K
Net Calls Change
+$210K
Name Holding Trade Value Shares
Change
Change in
Stake
MAWA
1
Moss Adams Wealth Advisors
Washington
$43.6M +$246K +7,592 +0.6%
Morgan Stanley
2
Morgan Stanley
New York
$27.2M +$1.13M +34,948 +4%
LPL Financial
3
LPL Financial
California
$18M +$900K +27,755 +5%
EDRH
4
Edmond de Rothschild Holding
Switzerland
$12.1M -$436K -13,446 -3%
Bank of America
5
Bank of America
North Carolina
$11.3M +$120K +3,714 +1%
Raymond James Financial
6
Raymond James Financial
Florida
$11.1M +$11.2M +346,382 New
GBWM
7
Granite Bay Wealth Management
New Hampshire
$11M +$99.5K +3,070 +0.9%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$10.5M +$4.01M +123,807 +61%
KAS
9
Kestra Advisory Services
Texas
$8.8M +$187K +5,756 +2%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$7.12M +$1.57M +48,302 +28%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.93M +$1.49K +46 +0%
MFG
12
Merit Financial Group
Georgia
$5.13M +$5.18M +159,890 New
BFO
13
Biltmore Family Office
North Carolina
$5.09M -$23.9K -737 -0.5%
CIBC World Market
14
CIBC World Market
Ontario, Canada
$4.44M -$4.12K -127 -0.1%
HighTower Advisors
15
HighTower Advisors
Illinois
$4.28M -$1.2K -37 -0%
TC
16
TAP Consulting
Missouri
$4.2M -$446K -13,753 -10%
LFAS
17
Level Four Advisory Services
Texas
$4.03M +$23.2K +716 +0.6%
PW
18
Potentia Wealth
California
$3.96M +$4M +123,335 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.9M +$734K +22,642 +23%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$3.67M +$479K +14,791 +15%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.55M +$308K +9,497 +9%
TM
22
TigerOak Management
New Mexico
$3.11M +$3.14M +97,009 New
WIC
23
WealthBridge Investment Counsel
Alberta, Canada
$3.09M
Ameriprise
24
Ameriprise
Minnesota
$2.93M +$1.21M +37,315 +69%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$2.71M +$136K +4,202 +5%

BUG Hedge Fund Activity: Q4 2024 in Review

174 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X Cybersecurity ETF (BUG) for Q4 2024, worth a combined $282M — up 4.6% from $270M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new BUG positions and 18 closed out — a net gain of 18 holders — while 44 added to existing stakes and 60 trimmed.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $5.18M. The largest seller was Zimmermann Investment Management & Planning, exiting entirely with an estimated $6.46M sold.

  • 174 institutional investors held Global X Cybersecurity ETF (BUG) as of Q4 2024, up from 162 in Q3 2024.
  • Funds reported $282M of Global X Cybersecurity ETF stock for Q4 2024, up 4.6% quarter-over-quarter.
  • 36 funds opened new Global X Cybersecurity ETF positions in Q4 2024 and 18 closed out, a net change of +18 holders.
  • The largest Global X Cybersecurity ETF buyer in Q4 2024 was Merit Financial Group, an estimated $5.18M added.
  • The largest Global X Cybersecurity ETF seller in Q4 2024 was Zimmermann Investment Management & Planning, an estimated $6.46M sold.

Based on aggregated 13F filings for Q4 2024.