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Global X MSCI China Consumer Discretionary ETF

75 hedge funds and large institutions have $157M invested in Global X MSCI China Consumer Discretionary ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $2.14M | Put options by funds: $700K

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less capital invested

Capital invested by funds: $171M → $157M (-$13.9M)

8.35% less ownership

Funds ownership: 26.12%17.77% (-8.4%)

10% less funds holding

Funds holding: 8375 (-8)

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

Holders
75
Holders Change
-8
Holders Change %
-9.64%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
27
Reduced
23
Closed
17
Calls
$2.14M
Puts
$700K
Net Calls
+$1.44M
Net Calls Change
+$583K
Name Holding Trade Value Shares
Change
Change in
Stake
PVH
1
Psagot Value Holdings
Israel
$44.2M -$954K -28,535 -2%
KHLMVGHM
2
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$21.1M +$791K +23,646 +4%
Morgan Stanley
3
Morgan Stanley
New York
$14.5M -$746K -22,321 -5%
MGWM
4
Marks Group Wealth Management
Minnesota
$11.8M +$44.9K +1,344 +0.4%
MIH
5
Meitav Investment House
Israel
$8.65M +$2.3M +68,735 +39%
KHLMTHM
6
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$5.87M
KCM
7
Karp Capital Management
California
$5.02M +$611K +18,282 +15%
Bank of America
8
Bank of America
North Carolina
$4.35M +$344K +10,291 +9%
WBG
9
Wharton Business Group
Pennsylvania
$4.04M
CW
10
CreativeOne Wealth
Kansas
$3.88M +$492K +14,712 +16%
AWS
11
AJ Wealth Strategies
New York
$2.58M +$121K +3,619 +5%
PTC
12
Private Trust Company
Ohio
$2.35M +$224K +6,705 +11%
LPL Financial
13
LPL Financial
California
$2.1M -$841K -25,160 -30%
UBS Group
14
UBS Group
Switzerland
$1.8M +$626K +18,734 +58%
SFS
15
Sowell Financial Services
Arkansas
$1.59M +$115K +3,440 +8%
BPC
16
Banque Pictet & Cie
Switzerland
$1.42M
NAM
17
NTV Asset Management
West Virginia
$1.39M -$46.8K -1,400 -3%
BCM
18
Barometer Capital Management
Ontario, Canada
$1.26M -$114K -3,400 -9%
ACS
19
Archford Capital Strategies
Illinois
$1.13M -$11.4K -341 -1%
Wells Fargo
20
Wells Fargo
California
$1.03M -$2.29M -68,551 -70%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.03M -$37K -1,105 -4%
IWM
22
IHT Wealth Management
Illinois
$896K -$388K -11,602 -31%
GM
23
GeoWealth Management
Illinois
$891K +$80.1K +2,396 +11%
RJA
24
Raymond James & Associates
Florida
$873K +$347K +10,382 +73%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$740K -$386K -11,530 -36%

CHIQ Hedge Fund Activity: Q2 2021 in Review

75 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X MSCI China Consumer Discretionary ETF (CHIQ) for Q2 2021, worth a combined $157M — down 8.1% from $171M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of CHIQ and 9 opened new positions — a net loss of 8 holders — while 23 trimmed existing stakes and 27 added.

The largest buyer was Meitav Investment House, adding an estimated $2.3M. The largest seller was HRT Financial, exiting entirely with an estimated $6.25M sold.

  • 75 institutional investors held Global X MSCI China Consumer Discretionary ETF (CHIQ) as of Q2 2021, down from 83 in Q1 2021.
  • Funds reported $157M of Global X MSCI China Consumer Discretionary ETF stock for Q2 2021, down 8.1% quarter-over-quarter.
  • 9 funds opened new Global X MSCI China Consumer Discretionary ETF positions in Q2 2021 and 17 closed out, a net change of -8 holders.
  • The largest Global X MSCI China Consumer Discretionary ETF buyer in Q2 2021 was Meitav Investment House, an estimated $2.3M added.
  • The largest Global X MSCI China Consumer Discretionary ETF seller in Q2 2021 was HRT Financial, an estimated $6.25M sold.

Based on aggregated 13F filings for Q2 2021.