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GXDW

Global X Funds Global X Dorsey Wright Thematic ETF

23 hedge funds and large institutions have $12.4M invested in Global X Funds Global X Dorsey Wright Thematic ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

5.87% more ownership

Funds ownership: 43.42%49.29% (+5.9%)

5% more funds holding

Funds holding: 2223 (+1)

10% less capital invested

Capital invested by funds: $13.8M → $12.4M (-$1.4M)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.06M +$537K +22,939 +37%
Jane Street
2
Jane Street
New York
$2.03M +$379K +16,166 +24%
EWM
3
Elmwood Wealth Management
California
$1.49M +$776K +33,108 +116%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$773K -$149K -6,344 -17%
Osaic Holdings
5
Osaic Holdings
Arizona
$761K -$187K -7,972 -20%
CA
6
Cetera Advisors
Colorado
$736K +$715K +30,509 New
TWM
7
Tradition Wealth Management
Minnesota
$728K +$4.24K +181 +0.6%
HWP
8
Highline Wealth Partners
California
$690K -$507K -21,631 -43%
HighTower Advisors
9
HighTower Advisors
Illinois
$605K -$9.58K -409 -2%
CCP
10
Clarity Capital Partners
California
$570K +$65.1K +2,779 +13%
LPL Financial
11
LPL Financial
California
$495K -$573K -24,445 -54%
KWM
12
Kingsview Wealth Management
Oregon
$442K -$48.5K -2,070 -10%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$377K +$365K +15,600 New
Citadel Advisors
14
Citadel Advisors
Florida
$350K +$340K +14,501 New
UBS Group
15
UBS Group
Switzerland
$222K +$213K +9,076 +6,625%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$35K -$18.9K -808 -36%
Morgan Stanley
17
Morgan Stanley
New York
$9.73K -$9.44K -403 -50%
CIAS
18
Capital Investment Advisory Services
North Carolina
$2.41K
RDFA
19
Ritter Daniher Financial Advisory
Ohio
$1.93K -$7.03K -300 -79%
AA
20
Ancora Advisors
Ohio
$1.11K -$23.4K -1,000 -96%
MSG
21
Main Street Group
Virginia
$600
HI
22
Harbour Investments
Wisconsin
$388
Fidelity Investments
23
Fidelity Investments
Massachusetts
$24 +$23 +1 New
SWA
24
SFMG Wealth Advisors
Texas
-$2.82M -114,581 Closed
GVAG
25
Great Valley Advisor Group
Delaware
-$286K -11,609 Closed

GXDW Hedge Fund Activity: Q1 2024 in Review

23 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) for Q1 2024, worth a combined $12.4M — down 10% from $13.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new GXDW positions and 3 closed out — a net gain of 1 holder — while 6 added to existing stakes and 10 trimmed.

The largest buyer was Elmwood Wealth Management, adding an estimated $776K. The largest seller was SFMG Wealth Advisors, exiting entirely with an estimated $2.82M sold.

  • 23 institutional investors held Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) as of Q1 2024, up from 22 in Q4 2023.
  • Funds reported $12.4M of Global X Funds Global X Dorsey Wright Thematic ETF stock for Q1 2024, down 10% quarter-over-quarter.
  • 4 funds opened new Global X Funds Global X Dorsey Wright Thematic ETF positions in Q1 2024 and 3 closed out, a net change of +1 holder.
  • The largest Global X Funds Global X Dorsey Wright Thematic ETF buyer in Q1 2024 was Elmwood Wealth Management, an estimated $776K added.
  • The largest Global X Funds Global X Dorsey Wright Thematic ETF seller in Q1 2024 was SFMG Wealth Advisors, an estimated $2.82M sold.

Based on aggregated 13F filings for Q1 2024.