Global X MSCI China Energy ETF
CHIE
CHIE was delisted on the 16th of February, 2024.
10 hedge funds and large institutions have $5.8M invested in Global X MSCI China Energy ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 3 closing their positions.
136% more capital invested
Capital invested by funds: $2.46M → $5.8M (+$3.34M)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
11% more funds holding
Funds holding: 9 → 10 (+1)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$2.18M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.22M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$205K |
| 4 |
Jane Street
New York
|
+$102K |
| 5 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$14.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$531K |
| 2 |
JIR
James Investment Research
Alpha,
Ohio
|
-$42.7K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$39K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$4.29K |
| 5 |
C
Covestor
London,
United Kingdom
|
-$1.52K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
1
Old Mission Capital
Chicago,
Illinois
| $2.74M | +$1.22M | +79,853 | +81% |
|
|
RSWM
2
Robertson Stephens Wealth Management
San Francisco,
California
| $2.21M | +$2.18M | +143,117 | New |
|
|
3
Jane Street
New York
| $324K | +$102K | +6,664 | +46% |
|
|
NA
4
NewEdge Advisors
New Orleans,
Louisiana
| $266K | -$531K | -34,864 | -67% |
|
|
FTUS
5
Flow Traders U.S.
New York
| $207K | +$205K | +13,461 | New |
|
|
JIR
6
James Investment Research
Alpha,
Ohio
| $22K | -$42.7K | -2,802 | -66% |
|
|
BAAM
7
Baker Avenue Asset Management
San Francisco,
California
| $14.8K | +$14.6K | +958 | New |
|
|
C
8
Covestor
London,
United Kingdom
| $14K | -$1.52K | -100 | -10% |
|
9
Simplex Trading
Chicago,
Illinois
| $4K | +$4.57K | +300 | New |
|
|
10
UBS Group
Zurich,
Switzerland
| $385 | -$39K | -2,561 | -99% |
|
|
11
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$4.29K | -279 | Closed |
|
12
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$1K | -94 | Closed |
|
13
Osaic Holdings
Scottsdale,
Arizona
| – | -$1K | -91 | Closed |
|
CHIE Hedge Fund Activity: Q1 2023 in Review
10 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Global X MSCI China Energy ETF (CHIE) for Q1 2023, worth a combined $5.8M — up 136% from $2.46M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CHIE positions and 3 closed out — a net gain of 1 holder — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Robertson Stephens Wealth Management, opening a new position worth an estimated $2.18M. The largest seller was NewEdge Advisors, cutting an estimated $531K.
- 10 institutional investors held Global X MSCI China Energy ETF (CHIE) as of Q1 2023, up from 9 in Q4 2022.
- Funds reported $5.8M of Global X MSCI China Energy ETF stock for Q1 2023, up 136% quarter-over-quarter.
- 4 funds opened new Global X MSCI China Energy ETF positions in Q1 2023 and 3 closed out, a net change of +1 holder.
- The largest Global X MSCI China Energy ETF buyer in Q1 2023 was Robertson Stephens Wealth Management, an estimated $2.18M added.
- The largest Global X MSCI China Energy ETF seller in Q1 2023 was NewEdge Advisors, an estimated $531K sold.
Based on aggregated 13F filings for Q1 2023.