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GXDW

Global X Funds Global X Dorsey Wright Thematic ETF

21 hedge funds and large institutions have $12.2M invested in Global X Funds Global X Dorsey Wright Thematic ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

7.08% less ownership

Funds ownership: 42.28%35.19% (-7.1%)

9% less funds holding

Funds holding: 2321 (-2)

30% less capital invested

Capital invested by funds: $17.6M → $12.2M (-$5.35M)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1
SFMG Wealth Advisors
Texas
$4.39M +$192K +7,308 +4%
Bank of America
2
Bank of America
North Carolina
$1.64M +$198K +7,558 +12%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.21M +$497K +18,959 +58%
HWP
4
Highline Wealth Partners
California
$1.01M +$194K +7,392 +21%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$741K +$18.7K +714 +2%
TWM
6
Tradition Wealth Management
Minnesota
$732K -$11.9K -453 -1%
HighTower Advisors
7
HighTower Advisors
Illinois
$662K -$21.3K -811 -3%
LPL Financial
8
LPL Financial
California
$605K +$140K +5,328 +26%
KWM
9
Kingsview Wealth Management
Oregon
$500K +$14.7K +562 +3%
GVAG
10
Great Valley Advisor Group
Delaware
$293K +$26 +1 +0%
Jane Street
11
Jane Street
New York
$255K -$3.82M -145,771 -93%
AA
12
Ancora Advisors
Ohio
$89.2K -$524 -20 -0.5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$55K -$341 -13 -0.6%
Comerica Bank
14
Comerica Bank
Texas
$17.7K +$19.7K +753 New
GWS
15
Glassman Wealth Services
Virginia
$14.2K +$15.9K +605 New
Morgan Stanley
16
Morgan Stanley
New York
$10.4K -$27.6K -1,054 -70%
RDFA
17
Ritter Daniher Financial Advisory
Ohio
$4.46K
CIAS
18
Capital Investment Advisory Services
North Carolina
$2.35K
UBS Group
19
UBS Group
Switzerland
$2.26K -$59.5K -2,270 -96%
HI
20
Harbour Investments
Wisconsin
$1.79K -$629 -24 -24%
RIA
21
Realta Investment Advisors
Delaware
$533
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
-$554K -20,702 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$422K -15,836 Closed
IGWM
24
ICA Group Wealth Management
Colorado
-$23.7K -888 Closed
Fidelity Investments
25
Fidelity Investments
Massachusetts
-$27 -1 Closed

GXDW Hedge Fund Activity: Q3 2023 in Review

21 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) for Q3 2023, worth a combined $12.2M — down 30% from $17.6M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of GXDW and 2 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 8 added.

The largest buyer was Osaic Holdings, adding an estimated $497K. The largest seller was Jane Street, cutting an estimated $3.82M.

  • 21 institutional investors held Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) as of Q3 2023, down from 23 in Q2 2023.
  • Funds reported $12.2M of Global X Funds Global X Dorsey Wright Thematic ETF stock for Q3 2023, down 30% quarter-over-quarter.
  • 2 funds opened new Global X Funds Global X Dorsey Wright Thematic ETF positions in Q3 2023 and 4 closed out, a net change of -2 holders.
  • The largest Global X Funds Global X Dorsey Wright Thematic ETF buyer in Q3 2023 was Osaic Holdings, an estimated $497K added.
  • The largest Global X Funds Global X Dorsey Wright Thematic ETF seller in Q3 2023 was Jane Street, an estimated $3.82M sold.

Based on aggregated 13F filings for Q3 2023.