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Global X MSCI China Consumer Discretionary ETF

27 hedge funds and large institutions have $36.8M invested in Global X MSCI China Consumer Discretionary ETF in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

4% more funds holding

Funds holding: 2627 (+1)

0.21% less ownership

Funds ownership: 21.99%21.78% (-0.21%)

1% less capital invested

Capital invested by funds: $37.2M → $36.8M (-$331K)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PVH
1
Psagot Value Holdings
Israel
$7.49M -$167K -11,573 -2%
AGA
2
Accuvest Global Advisors
Utah
$6.62M -$1.73M -120,000 -22%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.3M +$297K +20,595 +11%
Jane Street
4
Jane Street
New York
$2.87M +$1.52M +105,628 +128%
WBG
5
Wharton Business Group
Pennsylvania
$2.75M -$470K -32,573 -15%
LPL Financial
6
LPL Financial
California
$2.7M +$51.1K +3,543 +2%
Wells Fargo
7
Wells Fargo
California
$1.87M +$505K +34,986 +40%
JMPWA
8
JP Morgan Private Wealth Advisors
California
$1.44M -$2.97M -206,043 -69%
Morgan Stanley
9
Morgan Stanley
New York
$1.4M -$113K -7,805 -8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.35M -$1.69M -117,338 -57%
Bank of America
11
Bank of America
North Carolina
$1.18M -$595K -41,229 -35%
V
12
Veritable
Delaware
$978K
N
13
Nuveen
North Carolina
$549K
US Bancorp
14
US Bancorp
Minnesota
$549K
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$497K +$210K +14,548 +81%
Goldman Sachs
16
Goldman Sachs
New York
$422K -$117K -8,129 -23%
JP Morgan Chase
17
JP Morgan Chase
New York
$193K +$183K +12,666 New
SF
18
Synovus Financial
Georgia
$159K -$1.15K -80 -0.8%
VKH
19
Virtu KCG Holdings
New York
$158K +$149K +10,329 New
Citigroup
20
Citigroup
New York
$153K
U
21
UBS
Switzerland
$94K -$42K -2,912 -32%
BIT
22
BlackRock Institutional Trust
California
$75K +$55.5K +3,850 +350%
SSB
23
Sandy Spring Bank
Maryland
$15K +$14.4K +1,000 New
ACM
24
Aviance Capital Management
Florida
$13K +$12.7K +880 New
SFSIG
25
San Francisco Sentry Investment Group
California
$10K

CHIQ Hedge Fund Activity: Q3 2013 in Review

27 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Global X MSCI China Consumer Discretionary ETF (CHIQ) for Q3 2013, worth a combined $36.8M — down 0.89% from $37.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CHIQ positions and 4 closed out — a net gain of 1 holder — while 6 added to existing stakes and 10 trimmed.

The largest buyer was Jane Street, adding an estimated $1.52M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $2.97M.

  • 27 institutional investors held Global X MSCI China Consumer Discretionary ETF (CHIQ) as of Q3 2013, up from 26 in Q2 2013.
  • Funds reported $36.8M of Global X MSCI China Consumer Discretionary ETF stock for Q3 2013, down 0.89% quarter-over-quarter.
  • 5 funds opened new Global X MSCI China Consumer Discretionary ETF positions in Q3 2013 and 4 closed out, a net change of +1 holder.
  • The largest Global X MSCI China Consumer Discretionary ETF buyer in Q3 2013 was Jane Street, an estimated $1.52M added.
  • The largest Global X MSCI China Consumer Discretionary ETF seller in Q3 2013 was JP Morgan Private Wealth Advisors, an estimated $2.97M sold.

Based on aggregated 13F filings for Q3 2013.