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Global X E-commerce ETF

25 hedge funds and large institutions have $55.5M invested in Global X E-commerce ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $51.5M → $55.5M (+$4M)

1.39% more ownership

Funds ownership: 69.43%70.81% (+1.4%)

11% less funds holding

Funds holding: 2825 (-3)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$39.5M
UBS Group
2
UBS Group
Switzerland
$6.29M +$212K +9,698 +4%
HAS
3
HBW Advisory Services
California
$3.85M
Jane Street
4
Jane Street
New York
$1.93M -$855K -39,097 -33%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.13M +$52.7K +2,409 +5%
Bank of America
6
Bank of America
North Carolina
$621K +$147K +6,747 +35%
IA
7
Insight Advisors
Pennsylvania
$597K -$238K -10,890 -30%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$318K -$89.1K -4,078 -24%
LPL Financial
9
LPL Financial
California
$281K -$1.06M -48,639 -81%
VCM
10
Vivaldi Capital Management
Illinois
$271K +$245K +11,197 New
FIM
11
Freedom Investment Management
Connecticut
$200K +$183K +8,383 New
SAS
12
Stelac Advisory Services
New York
$132K -$3.45K -158 -3%
LC
13
Lindbrook Capital
California
$95.5K
Osaic Holdings
14
Osaic Holdings
Arizona
$77.5K +$9.79K +448 +16%
FFA
15
Founders Financial Alliance
North Carolina
$63K
CIAS
16
Capital Investment Advisory Services
North Carolina
$52.5K
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$48K +$43.9K +2,010 New
T
18
Tidemark
California
$34.5K
SSB
19
Sandy Spring Bank
Maryland
$9.96K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$9K -$5.42K -248 -39%
Morgan Stanley
21
Morgan Stanley
New York
$8.16K -$31.5K -1,441 -81%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$6.64K
APC
23
Aspire Private Capital
North Carolina
$4.08K -$3K -137 -44%
C
24
Covestor
United Kingdom
$2K +$1.01K +46 +85%
Wells Fargo
25
Wells Fargo
California
$8

EBIZ Hedge Fund Activity: Q1 2024 in Review

25 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Global X E-commerce ETF (EBIZ) for Q1 2024, worth a combined $55.5M — up 7.8% from $51.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EBIZ and 3 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 5 added.

The largest buyer was Vivaldi Capital Management, opening a new position worth an estimated $245K. The largest seller was LPL Financial, cutting an estimated $1.06M.

  • 25 institutional investors held Global X E-commerce ETF (EBIZ) as of Q1 2024, down from 28 in Q4 2023.
  • Funds reported $55.5M of Global X E-commerce ETF stock for Q1 2024, up 7.8% quarter-over-quarter.
  • 3 funds opened new Global X E-commerce ETF positions in Q1 2024 and 6 closed out, a net change of -3 holders.
  • The largest Global X E-commerce ETF buyer in Q1 2024 was Vivaldi Capital Management, an estimated $245K added.
  • The largest Global X E-commerce ETF seller in Q1 2024 was LPL Financial, an estimated $1.06M sold.

Based on aggregated 13F filings for Q1 2024.