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GXDW

Global X Funds Global X Dorsey Wright Thematic ETF

32 hedge funds and large institutions have $52.8M invested in Global X Funds Global X Dorsey Wright Thematic ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

4% more capital invested

Capital invested by funds: $50.7M → $52.8M (+$2.14M)

0.88% more ownership

Funds ownership: 47.61%48.48% (+0.88%)

16% less funds holding

Funds holding: 3832 (-6)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
32
Holders Change
-6
Holders Change %
-15.79%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
9
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
1
Sharkey, Howes & Javer
Colorado
$8.07M -$2.11M -56,305 -21%
SWA
2
SFMG Wealth Advisors
Texas
$5.58M +$1.06M +28,225 +23%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.26M +$196K +5,230 +17%
HighTower Advisors
4
HighTower Advisors
Illinois
$5.17M -$326K -8,678 -6%
Bank of America
5
Bank of America
North Carolina
$4.88M +$2.06M +54,761 +72%
SCM
6
Stonehearth Capital Management
Massachusetts
$4.64M +$4.66M +124,131 New
Citigroup
7
Citigroup
New York
$3.7M
Jane Street
8
Jane Street
New York
$2.81M +$1.65M +43,825 +139%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.73M +$2.74M +72,929 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.98M +$599K +15,945 +43%
LPL Financial
11
LPL Financial
California
$1.73M -$152K -4,048 -8%
TWM
12
Tradition Wealth Management
Minnesota
$1.71M +$167K +4,440 +11%
AA
13
Ancora Advisors
Ohio
$891K +$25.2K +671 +3%
KWM
14
Kingsview Wealth Management
Oregon
$657K -$167K -4,452 -20%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$577K -$146K -3,875 -20%
PAG
16
Private Advisor Group
New Jersey
$452K -$122K -3,250 -21%
Citadel Advisors
17
Citadel Advisors
Florida
$449K +$456K +12,127 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$354K -$35.3K -941 -9%
ELI
19
Empire Life Investments
Ontario, Canada
$333K -$188K -5,000 -36%
Truist Financial
20
Truist Financial
North Carolina
$317K +$9.88K +263 +3%
HKIMG
21
Hutchens & Kramer Investment Management Group
Indiana
$252K +$9.99K +266 +4%
RDFA
22
Ritter Daniher Financial Advisory
Ohio
$131K +$19.3K +515 +17%
Morgan Stanley
23
Morgan Stanley
New York
$56K
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$44K +$11.9K +317 +36%
MFG
25
Monumental Financial Group
Maryland
$27K +$27.3K +728 New

GXDW Hedge Fund Activity: Q1 2022 in Review

32 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) for Q1 2022, worth a combined $52.8M — up 4.2% from $50.7M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of GXDW and 6 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 12 added.

The largest buyer was Stonehearth Capital Management, opening a new position worth an estimated $4.66M. The largest seller was Sharkey, Howes & Javer, cutting an estimated $2.11M.

  • 32 institutional investors held Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) as of Q1 2022, down from 38 in Q4 2021.
  • Funds reported $52.8M of Global X Funds Global X Dorsey Wright Thematic ETF stock for Q1 2022, up 4.2% quarter-over-quarter.
  • 6 funds opened new Global X Funds Global X Dorsey Wright Thematic ETF positions in Q1 2022 and 11 closed out, a net change of -5 holders.
  • The largest Global X Funds Global X Dorsey Wright Thematic ETF buyer in Q1 2022 was Stonehearth Capital Management, an estimated $4.66M added.
  • The largest Global X Funds Global X Dorsey Wright Thematic ETF seller in Q1 2022 was Sharkey, Howes & Javer, an estimated $2.11M sold.

Based on aggregated 13F filings for Q1 2022.