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Global X MSCI China Consumer Discretionary ETF

50 hedge funds and large institutions have $39.5M invested in Global X MSCI China Consumer Discretionary ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

38% more capital invested

Capital invested by funds: $28.7M → $39.5M (+$10.8M)

11% more funds holding

Funds holding: 4550 (+5)

1.2% more ownership

Funds ownership: 10%11.19% (+1.2%)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

13% less call options, than puts

Call options by funds: $731K | Put options by funds: $840K

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
11
Reduced
12
Closed
9
Calls
$731K
Puts
$840K
Net Calls
-$109K
Net Calls Change
+$477K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
Adams Wealth Management
Utah
$9M +$9.44M +445,972 New
OMC
2
Old Mission Capital
Illinois
$4.89M -$2.17M -102,332 -30%
UBS Group
3
UBS Group
Switzerland
$3.21M +$1.61M +75,944 +92%
Jane Street
4
Jane Street
New York
$2.29M +$169 +8 +0%
KAS
5
Kestra Advisory Services
Texas
$2.28M +$2.39M +112,790 New
WBG
6
Wharton Business Group
Pennsylvania
$2.18M
Morgan Stanley
7
Morgan Stanley
New York
$1.61M -$39.6K -1,871 -2%
Bank of America
8
Bank of America
North Carolina
$1.52M -$1.21K -57 -0.1%
BPC
9
Banque Pictet & Cie
Switzerland
$1.41M -$212K -10,000 -13%
Wells Fargo
10
Wells Fargo
California
$1.4M +$773K +36,535 +111%
LPL Financial
11
LPL Financial
California
$1.18M -$1.19M -56,136 -49%
Citadel Advisors
12
Citadel Advisors
Florida
$949K +$995K +46,996 New
IWM
13
IHT Wealth Management
Illinois
$884K +$32.2K +1,522 +4%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$882K +$924K +43,661 New
EH
15
Equitable Holdings
New York
$665K +$697K +32,921 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$589K +$265K +12,532 +75%
SWP
17
Stratos Wealth Partners
Ohio
$514K +$130K +6,136 +32%
MIM
18
Macroview Investment Management
Maryland
$434K +$44.1K +2,082 +11%
FAIM
19
Financial Advocates Investment Management
Washington
$402K +$134K +6,318 New
MIH
20
Meitav Investment House
Israel
$400K +$452K +21,336 New
Osaic Holdings
21
Osaic Holdings
Arizona
$324K +$95K +4,489 +39%
Marshall Wace
22
Marshall Wace
United Kingdom
$316K +$332K +15,674 New
SSWM
23
Strait & Sound Wealth Management
California
$293K
TCM
24
Triumph Capital Management
Colorado
$266K -$35.9K -1,694 -11%
BS
25
Banco Santander
Spain
$262K -$271K -12,800 -50%

CHIQ Hedge Fund Activity: Q1 2023 in Review

50 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Global X MSCI China Consumer Discretionary ETF (CHIQ) for Q1 2023, worth a combined $39.5M — up 38% from $28.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CHIQ positions and 9 closed out — a net gain of 5 holders — while 11 added to existing stakes and 12 trimmed.

The largest buyer was Adams Wealth Management, opening a new position worth an estimated $9.44M. The largest seller was Old Mission Capital, cutting an estimated $2.17M.

  • 50 institutional investors held Global X MSCI China Consumer Discretionary ETF (CHIQ) as of Q1 2023, up from 45 in Q4 2022.
  • Funds reported $39.5M of Global X MSCI China Consumer Discretionary ETF stock for Q1 2023, up 38% quarter-over-quarter.
  • 14 funds opened new Global X MSCI China Consumer Discretionary ETF positions in Q1 2023 and 9 closed out, a net change of +5 holders.
  • The largest Global X MSCI China Consumer Discretionary ETF buyer in Q1 2023 was Adams Wealth Management, an estimated $9.44M added.
  • The largest Global X MSCI China Consumer Discretionary ETF seller in Q1 2023 was Old Mission Capital, an estimated $2.17M sold.

Based on aggregated 13F filings for Q1 2023.