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Global X DAX Germany ETF

18 hedge funds and large institutions have $27.2M invested in Global X DAX Germany ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 1818 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

3.87% less ownership

Funds ownership: 51.68%47.82% (-3.9%)

5% less capital invested

Capital invested by funds: $28.7M → $27.2M (-$1.55M)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

Holders
18
Holders Change
Holders Change %
0%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPCM
1
Osborne Partners Capital Management
California
$22.4M -$42.3K -1,350 -0.2%
LPL Financial
2
LPL Financial
California
$1.69M +$470K +15,006 +42%
TC
3
TAP Consulting
Missouri
$1.49M -$469K -14,972 -25%
CIA
4
Concurrent Investment Advisors
Florida
$798K +$748K +23,888 New
KBFS
5
Kohmann Bosshard Financial Services
Ohio
$333K +$595 +19 +0.2%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$154K +$82.7K +2,639 +134%
US Bancorp
7
US Bancorp
Minnesota
$65.2K
GWM
8
Geneos Wealth Management
Colorado
$55K +$51.6K +1,646 New
CIA
9
Cape Investment Advisory
Georgia
$42.9K +$4.89K +156 +14%
Morgan Stanley
10
Morgan Stanley
New York
$33.4K -$31.3K -999 -50%
SPIA
11
Steward Partners Investment Advisory
New York
$33.4K
AWM
12
Activest Wealth Management
Florida
$26.7K +$25K +798 New
CG
13
Cutler Group
California
$16K -$3.13K -100 -17%
Comerica Bank
14
Comerica Bank
Texas
$4.84K -$1.57K -50 -26%
WT
15
Whittier Trust
California
$3.34K +$3.13K +100 New
Fidelity Investments
16
Fidelity Investments
Massachusetts
$2.6K +$2.44K +78 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2K
Wells Fargo
18
Wells Fargo
California
$33 +$31 +1 New
FTUS
19
Flow Traders U.S.
New York
-$1.7M -55,155 Closed
Jane Street
20
Jane Street
New York
-$1.44M -46,518 Closed
OMC
21
Old Mission Capital
Illinois
-$874K -28,337 Closed
Citadel Advisors
22
Citadel Advisors
Florida
-$236K -7,646 Closed
BHB
23
Bank Hapoalim BM
Israel
-$201K -6,500 Closed
Simplex Trading
24
Simplex Trading
Illinois
-$3K -99 Closed

DAX Hedge Fund Activity: Q1 2024 in Review

18 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X DAX Germany ETF (DAX) for Q1 2024, worth a combined $27.2M — down 5.4% from $28.7M a quarter earlier.

Fund positioning in DAX was balanced in Q1 2024: 6 funds opened new positions, 6 closed out, 4 added to existing stakes and 5 trimmed.

The largest buyer was Concurrent Investment Advisors, opening a new position worth an estimated $748K. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.7M sold.

  • 18 institutional investors held Global X DAX Germany ETF (DAX) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $27.2M of Global X DAX Germany ETF stock for Q1 2024, down 5.4% quarter-over-quarter.
  • 6 funds opened new Global X DAX Germany ETF positions in Q1 2024 and 6 closed out, a net change of 0 holders.
  • The largest Global X DAX Germany ETF buyer in Q1 2024 was Concurrent Investment Advisors, an estimated $748K added.
  • The largest Global X DAX Germany ETF seller in Q1 2024 was Flow Traders U.S., an estimated $1.7M sold.

Based on aggregated 13F filings for Q1 2024.