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KOIN

Capital Link Global Fintech Leaders ETF

Delisted

KOIN was delisted on the 22nd of May, 2024.

19 hedge funds and large institutions have $2.94M invested in Capital Link Global Fintech Leaders ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 1919 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

23% less capital invested

Capital invested by funds: $3.8M → $2.94M (-$860K)

Holders
19
Holders Change
Holders Change %
0%
% 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
3
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$1.98M -$59.4K -1,433 -3%
LPL Financial
2
LPL Financial
California
$318K -$1.12K -27 -0.4%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$247K +$238K +5,744 New
Osaic Holdings
4
Osaic Holdings
Arizona
$233K +$113K +2,719 +100%
ACA
5
Aptus Capital Advisors
Alabama
$86K
TFA
6
Toth Financial Advisory
Virginia
$19K +$2.07K +50 +13%
TFGT
7
TS Financial Group (TSFG)
Illinois
$14K
SWM
8
Selective Wealth Management
Virginia
$11K
SWM
9
Spire Wealth Management
Virginia
$10K +$9.77K +236 New
Morgan Stanley
10
Morgan Stanley
New York
$9K
IA
11
IFP Advisors
Florida
$3K -$1.45K -35 -36%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$3K
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$3K +$2.9K +70 New
HI
14
Harbour Investments
Wisconsin
$3K +$3.11K +75 New
PFA
15
Professional Financial Advisors
Nebraska
$2K +$41 +1 +2%
LFG
16
Larson Financial Group
Missouri
$1K
SFPG
17
Stonebridge Financial Planning Group
Florida
$1K
WIM
18
Westside Investment Management
California
$5
Jane Street
19
Jane Street
New York
-$901K -22,767 Closed
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
-$458K -11,567 Closed
RFA
21
Reilly Financial Advisors
California
-$22K -552 Closed
CAC
22
Certified Advisory Corp
Florida
-$4K -97 Closed

KOIN Hedge Fund Activity: Q2 2021 in Review

19 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Capital Link Global Fintech Leaders ETF (KOIN) for Q2 2021, worth a combined $2.94M — down 23% from $3.8M a quarter earlier.

Fund positioning in KOIN was balanced in Q2 2021: 4 funds opened new positions, 4 closed out, 3 added to existing stakes and 3 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $238K. The largest seller was Jane Street, exiting entirely with an estimated $901K sold.

  • 19 institutional investors held Capital Link Global Fintech Leaders ETF (KOIN) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $2.94M of Capital Link Global Fintech Leaders ETF stock for Q2 2021, down 23% quarter-over-quarter.
  • 4 funds opened new Capital Link Global Fintech Leaders ETF positions in Q2 2021 and 4 closed out, a net change of 0 holders.
  • The largest Capital Link Global Fintech Leaders ETF buyer in Q2 2021 was Cambridge Investment Research Advisors, an estimated $238K added.
  • The largest Capital Link Global Fintech Leaders ETF seller in Q2 2021 was Jane Street, an estimated $901K sold.

Based on aggregated 13F filings for Q2 2021.