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KOIN

Capital Link Global Fintech Leaders ETF

Delisted

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

21 hedge funds and large institutions have $3.87M invested in Capital Link Global Fintech Leaders ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

32% more capital invested

Capital invested by funds: $2.94M → $3.87M (+$929K)

11% more funds holding

Funds holding: 1921 (+2)

83% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 6

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
1
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$1.85M -$81K -1,872 -4%
Jane Street
2
Jane Street
New York
$1.06M +$1.09M +25,212 New
LPL Financial
3
LPL Financial
California
$241K -$72.4K -1,674 -23%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$237K -$4.33K -100 -2%
WS
5
Wedbush Securities
California
$202K +$208K +4,809 New
Osaic Holdings
6
Osaic Holdings
Arizona
$99K -$132K -3,053 -56%
ACA
7
Aptus Capital Advisors
Alabama
$84K
TFA
8
Toth Financial Advisory
Virginia
$19K
UBS Group
9
UBS Group
Switzerland
$15K +$15.5K +358 New
SWM
10
Selective Wealth Management
Virginia
$11K
TFGT
11
TS Financial Group (TSFG)
Illinois
$9K -$4.33K -100 -31%
SWM
12
Spire Wealth Management
Virginia
$8K -$2.03K -47 -20%
Morgan Stanley
13
Morgan Stanley
New York
$8K
IA
14
IFP Advisors
Florida
$7K +$3.98K +92 +148%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$3K
BFEC
16
Benjamin F. Edwards & Company
Missouri
$3K
HI
17
Harbour Investments
Wisconsin
$3K
PFA
18
Professional Financial Advisors
Nebraska
$2K
LFG
19
Larson Financial Group
Missouri
$1K
SFPG
20
Stonebridge Financial Planning Group
Florida
$1K
WIM
21
Westside Investment Management
California
-$5 -125 Closed

KOIN Hedge Fund Activity: Q3 2021 in Review

21 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Capital Link Global Fintech Leaders ETF (KOIN) for Q3 2021, worth a combined $3.87M — up 32% from $2.94M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new KOIN positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.09M. The largest seller was Osaic Holdings, cutting an estimated $132K.

  • 21 institutional investors held Capital Link Global Fintech Leaders ETF (KOIN) as of Q3 2021, up from 19 in Q2 2021.
  • Funds reported $3.87M of Capital Link Global Fintech Leaders ETF stock for Q3 2021, up 32% quarter-over-quarter.
  • 3 funds opened new Capital Link Global Fintech Leaders ETF positions in Q3 2021 and 1 closed out, a net change of +2 holders.
  • The largest Capital Link Global Fintech Leaders ETF buyer in Q3 2021 was Jane Street, an estimated $1.09M added.
  • The largest Capital Link Global Fintech Leaders ETF seller in Q3 2021 was Osaic Holdings, an estimated $132K sold.

Based on aggregated 13F filings for Q3 2021.