Global X MSCI China Consumer Discretionary ETF
CHIQ
28 hedge funds and large institutions have $31.1M invested in Global X MSCI China Consumer Discretionary ETF in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
4% more funds holding
Funds holding: 27 → 28 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.08% less ownership
Funds ownership: 18.39% → 18.31% (-0.08%)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
19% less capital invested
Capital invested by funds: $38.6M → $31.1M (-$7.51M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$806K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$740K |
| 3 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
+$733K |
| 4 |
B
Bellecapital
Zurich,
Switzerland
|
+$654K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$582K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$6.16M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.24M |
| 3 |
Morgan Stanley
New York
|
-$1.03M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$601K |
| 5 |
Jane Street
New York
|
-$395K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of Montreal
Toronto,
Ontario, Canada
| $2K | +$2.15K | +145 | New |
|
|
JFA
27
JNBA Financial Advisors
Bloomington,
Minnesota
| $1K | – | – | – |
|
|
BIT
28
BlackRock Institutional Trust
San Francisco,
California
| $1K | +$1.48K | +100 | New |
|
|
AGA
29
Accuvest Global Advisors
Provo,
Utah
| – | -$6.16M | -390,215 | Closed |
|
30
JP Morgan Chase
New York
| – | -$202K | -12,837 | Closed |
|
31
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$22K | -1,379 | Closed |
|
|
ACM
32
Aviance Capital Management
Sarasota,
Florida
| – | -$18K | -1,156 | Closed |
|
|
SSB
33
Sandy Spring Bank
Olney,
Maryland
| – | -$16K | -1,000 | Closed |
|
|
NES
34
New England Securities
New York
| – | -$2K | -131 | Closed |
|
CHIQ Hedge Fund Activity: Q1 2014 in Review
28 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Global X MSCI China Consumer Discretionary ETF (CHIQ) for Q1 2014, worth a combined $31.1M — down 19% from $38.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CHIQ positions and 6 closed out — a net gain of 1 holder — while 7 added to existing stakes and 8 trimmed.
The largest buyer was Creative Planning, opening a new position worth an estimated $806K. The largest seller was Accuvest Global Advisors, exiting entirely with an estimated $6.16M sold.
- 28 institutional investors held Global X MSCI China Consumer Discretionary ETF (CHIQ) as of Q1 2014, up from 27 in Q4 2013.
- Funds reported $31.1M of Global X MSCI China Consumer Discretionary ETF stock for Q1 2014, down 19% quarter-over-quarter.
- 7 funds opened new Global X MSCI China Consumer Discretionary ETF positions in Q1 2014 and 6 closed out, a net change of +1 holder.
- The largest Global X MSCI China Consumer Discretionary ETF buyer in Q1 2014 was Creative Planning, an estimated $806K added.
- The largest Global X MSCI China Consumer Discretionary ETF seller in Q1 2014 was Accuvest Global Advisors, an estimated $6.16M sold.
Based on aggregated 13F filings for Q1 2014.