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GXDW

Global X Funds Global X Dorsey Wright Thematic ETF

29 hedge funds and large institutions have $41.6M invested in Global X Funds Global X Dorsey Wright Thematic ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 5

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.31% less ownership

Funds ownership: 41.09%39.78% (-1.3%)

6% less funds holding

Funds holding: 3129 (-2)

7% less capital invested

Capital invested by funds: $44.8M → $41.6M (-$3.21M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
17
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
1
Sharkey, Howes & Javer
Colorado
$13M +$378K +7,357 +3%
Citigroup
2
Citigroup
New York
$4.96M -$5.14M -100,000 -50%
PAG
3
Private Advisor Group
New Jersey
$4.72M +$242K +4,700 +5%
SWA
4
SFMG Wealth Advisors
Texas
$3.23M +$3.34M +64,868 New
LPL Financial
5
LPL Financial
California
$2.69M +$340K +6,615 +14%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.31M -$481K -9,359 -17%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.53M +$403K +7,833 +34%
Bank of America
8
Bank of America
North Carolina
$1.44M +$732K +14,223 +97%
TWM
9
Tradition Wealth Management
Minnesota
$1.16M +$367K +7,138 +44%
AFM
10
Andesa Financial Management
Pennsylvania
$973K -$848K -16,490 -46%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$915K +$68.2K +1,326 +8%
AA
12
Ancora Advisors
Ohio
$731K +$510K +9,905 +207%
HighTower Advisors
13
HighTower Advisors
Illinois
$659K +$266K +5,164 +63%
RJA
14
Raymond James & Associates
Florida
$637K +$381K +7,400 +137%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$554K +$259K +5,041 +82%
ELI
16
Empire Life Investments
Ontario, Canada
$538K +$82.3K +1,600 +17%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$514K +$124K +2,402 +30%
CAS
18
Cascadia Advisory Services
Oregon
$246K +$24.7K +480 +11%
CA
19
Cetera Advisors
Colorado
$225K -$313K -6,086 -57%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$222K -$749K -14,561 -77%
HI
21
Harbour Investments
Wisconsin
$141K +$40.6K +790 +39%
Morgan Stanley
22
Morgan Stanley
New York
$75K +$36.3K +705 +89%
SWM
23
Spire Wealth Management
Virginia
$73K +$15.4K +300 +26%
Vontobel Holding
24
Vontobel Holding
Switzerland
$22K
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$12K +$12.9K +251 New

GXDW Hedge Fund Activity: Q3 2021 in Review

29 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) for Q3 2021, worth a combined $41.6M — down 7.2% from $44.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of GXDW and 3 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 17 added.

The largest buyer was SFMG Wealth Advisors, opening a new position worth an estimated $3.34M. The largest seller was Citigroup, cutting an estimated $5.14M.

  • 29 institutional investors held Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) as of Q3 2021, down from 31 in Q2 2021.
  • Funds reported $41.6M of Global X Funds Global X Dorsey Wright Thematic ETF stock for Q3 2021, down 7.2% quarter-over-quarter.
  • 3 funds opened new Global X Funds Global X Dorsey Wright Thematic ETF positions in Q3 2021 and 4 closed out, a net change of -1 holder.
  • The largest Global X Funds Global X Dorsey Wright Thematic ETF buyer in Q3 2021 was SFMG Wealth Advisors, an estimated $3.34M added.
  • The largest Global X Funds Global X Dorsey Wright Thematic ETF seller in Q3 2021 was Citigroup, an estimated $5.14M sold.

Based on aggregated 13F filings for Q3 2021.