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GXDW

Global X Funds Global X Dorsey Wright Thematic ETF

17 hedge funds and large institutions have $6.13M invested in Global X Funds Global X Dorsey Wright Thematic ETF in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

14.33% less ownership

Funds ownership: 49.29%34.97% (-14%)

26% less funds holding

Funds holding: 2317 (-6)

50% less capital invested

Capital invested by funds: $12.4M → $6.13M (-$6.24M)

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
17
Holders Change
-6
Holders Change %
-26.09%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
4
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$1.4M -$505K -21,509 -26%
EWM
2
Elmwood Wealth Management
California
$1.39M +$4.11K +175 +0.3%
Osaic Holdings
3
Osaic Holdings
Arizona
$809K +$105K +4,488 +14%
TWM
4
Tradition Wealth Management
Minnesota
$666K -$12.3K -526 -2%
HighTower Advisors
5
HighTower Advisors
Illinois
$534K -$28.1K -1,200 -5%
LPL Financial
6
LPL Financial
California
$456K -$5.16K -220 -1%
Bank of America
7
Bank of America
North Carolina
$455K -$1.52M -64,888 -76%
UBS Group
8
UBS Group
Switzerland
$187K -$21.1K -901 -10%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$142K -$224K -9,536 -61%
HWP
10
Highline Wealth Partners
California
$39.7K -$629K -26,833 -94%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$35K +$2.35K +100 +7%
Morgan Stanley
12
Morgan Stanley
New York
$9.08K +$23 +1 +0.2%
CIAS
13
Capital Investment Advisory Services
North Carolina
$2.25K
RDFA
14
Ritter Daniher Financial Advisory
Ohio
$1.24K -$586 -25 -31%
MSG
15
Main Street Group
Virginia
$563
HI
16
Harbour Investments
Wisconsin
$361
CP
17
Castleview Partners
Texas
$45 +$47 +2 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
-$773K -32,038 Closed
CCP
19
Clarity Capital Partners
California
-$570K -23,631 Closed
KWM
20
Kingsview Wealth Management
Oregon
-$442K -18,311 Closed
Citadel Advisors
21
Citadel Advisors
Florida
-$350K -14,501 Closed
AA
22
Ancora Advisors
Ohio
-$1.11K -46 Closed
Fidelity Investments
23
Fidelity Investments
Massachusetts
-$24 -1 Closed

GXDW Hedge Fund Activity: Q2 2024 in Review

17 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) for Q2 2024, worth a combined $6.13M — down 50% from $12.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of GXDW and 1 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 4 added.

The largest buyer was Osaic Holdings, adding an estimated $105K. The largest seller was Bank of America, cutting an estimated $1.52M.

  • 17 institutional investors held Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) as of Q2 2024, down from 23 in Q1 2024.
  • Funds reported $6.13M of Global X Funds Global X Dorsey Wright Thematic ETF stock for Q2 2024, down 50% quarter-over-quarter.
  • 1 fund opened new Global X Funds Global X Dorsey Wright Thematic ETF positions in Q2 2024 and 6 closed out, a net change of -5 holders.
  • The largest Global X Funds Global X Dorsey Wright Thematic ETF buyer in Q2 2024 was Osaic Holdings, an estimated $105K added.
  • The largest Global X Funds Global X Dorsey Wright Thematic ETF seller in Q2 2024 was Bank of America, an estimated $1.52M sold.

Based on aggregated 13F filings for Q2 2024.