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GXDW

Global X Funds Global X Dorsey Wright Thematic ETF

23 hedge funds and large institutions have $15.5M invested in Global X Funds Global X Dorsey Wright Thematic ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less capital invested

Capital invested by funds: $15.6M → $15.5M (-$62.2K)

0.89% less ownership

Funds ownership: 36.38%35.49% (-0.89%)

18% less funds holding

Funds holding: 2823 (-5)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
23
Holders Change
-5
Holders Change %
-17.86%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1
SFMG Wealth Advisors
Texas
$4.42M +$1.02M +40,098 +30%
Citigroup
2
Citigroup
New York
$2.55M
Osaic Holdings
3
Osaic Holdings
Arizona
$1.81M +$63.1K +2,471 +4%
Bank of America
4
Bank of America
North Carolina
$1.38M +$491K +19,236 +55%
Jane Street
5
Jane Street
New York
$929K -$1.11M -43,676 -54%
TWM
6
Tradition Wealth Management
Minnesota
$871K -$72K -2,823 -8%
HWP
7
Highline Wealth Partners
California
$870K +$206K +8,063 +31%
HighTower Advisors
8
HighTower Advisors
Illinois
$701K +$62.1K +2,432 +10%
LPL Financial
9
LPL Financial
California
$594K -$800K -31,366 -57%
KWM
10
Kingsview Wealth Management
Oregon
$515K +$1.1K +43 +0.2%
PAG
11
Private Advisor Group
New Jersey
$324K +$8.98K +352 +3%
GVAG
12
Great Valley Advisor Group
Delaware
$318K -$459 -18 -0.1%
AA
13
Ancora Advisors
Ohio
$96.1K -$3.44K -135 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$59K -$2.55K -100 -4%
UBS Group
15
UBS Group
Switzerland
$43.5K -$51.6K -2,021 -54%
IGWM
16
ICA Group Wealth Management
Colorado
$22.6K +$2.63K +103 +13%
Morgan Stanley
17
Morgan Stanley
New York
$20.2K -$11.6K -453 -36%
AAS
18
Ameritas Advisory Services
Nebraska
$13.4K +$13.4K +525 New
RDFA
19
Ritter Daniher Financial Advisory
Ohio
$4.71K -$52.3K -2,051 -92%
HI
20
Harbour Investments
Wisconsin
$3.08K -$2.55K -100 -45%
CIAS
21
Capital Investment Advisory Services
North Carolina
$2.55K +$2.55K +100 New
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.07K
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$458
CI
24
CX Institutional
Indiana
-$1.03M -45,139 Closed
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-$383K -16,837 Closed

GXDW Hedge Fund Activity: Q1 2023 in Review

23 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) for Q1 2023, worth a combined $15.5M — down 0.4% from $15.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of GXDW and 2 opened new positions — a net loss of 5 holders — while 10 trimmed existing stakes and 8 added.

The largest buyer was SFMG Wealth Advisors, adding an estimated $1.02M. The largest seller was Jane Street, cutting an estimated $1.11M.

  • 23 institutional investors held Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) as of Q1 2023, down from 28 in Q4 2022.
  • Funds reported $15.5M of Global X Funds Global X Dorsey Wright Thematic ETF stock for Q1 2023, down 0.4% quarter-over-quarter.
  • 2 funds opened new Global X Funds Global X Dorsey Wright Thematic ETF positions in Q1 2023 and 7 closed out, a net change of -5 holders.
  • The largest Global X Funds Global X Dorsey Wright Thematic ETF buyer in Q1 2023 was SFMG Wealth Advisors, an estimated $1.02M added.
  • The largest Global X Funds Global X Dorsey Wright Thematic ETF seller in Q1 2023 was Jane Street, an estimated $1.11M sold.

Based on aggregated 13F filings for Q1 2023.