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KOIN

Capital Link Global Fintech Leaders ETF

Delisted

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

20 hedge funds and large institutions have $1.35M invested in Capital Link Global Fintech Leaders ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

9% less funds holding

Funds holding: 2220 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

18% less capital invested

Capital invested by funds: $1.65M → $1.35M (-$305K)

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
2
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$549K +$113K +3,605 +22%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$299K +$103K +3,302 +43%
Osaic Holdings
3
Osaic Holdings
Arizona
$172K +$132K +4,219 +197%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$83K -$9.76K -312 -9%
UBS Group
5
UBS Group
Switzerland
$54.5K +$19.9K +638 +46%
ACA
6
Aptus Capital Advisors
Alabama
$54.1K
GWANC
7
Guardian Wealth Advisors (North Carolina)
North Carolina
$54.1K
IA
8
IFP Advisors
Florida
$54K -$7.5K -240 -10%
TFGT
9
TS Financial Group (TSFG)
Illinois
$6K
AAG
10
Armstrong Advisory Group
Massachusetts
$4.76K +$5.5K +176 New
MCC
11
Money Concepts Capital
Florida
$2.98K +$3.44K +110 New
TWC
12
TD Waterhouse Canada
Ontario, Canada
$2.23K
HI
13
Harbour Investments
Wisconsin
$2.03K
RWPA
14
Richard W. Paul & Associates
Michigan
$2.03K +$2.35K +75 New
BFEC
15
Benjamin F. Edwards & Company
Missouri
$2K
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$1.91K
BAM
17
Belpointe Asset Management
Nevada
$1.68K +$1.94K +62 New
LFG
18
Larson Financial Group
Missouri
$719
NC
19
NewSquare Capital
Pennsylvania
$541 +$625 +20 New
Wells Fargo
20
Wells Fargo
California
$81 +$94 +3 New
Citadel Advisors
21
Citadel Advisors
Florida
-$263K -8,813 Closed
KAS
22
Kestra Advisory Services
Texas
-$226K -7,593 Closed
HWM
23
HighMark Wealth Management
Minnesota
-$10K -350 Closed
TFA
24
Toth Financial Advisory
Virginia
-$6K -200 Closed
SWM
25
Spire Wealth Management
Virginia
-$6K -193 Closed

KOIN Hedge Fund Activity: Q4 2022 in Review

20 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Capital Link Global Fintech Leaders ETF (KOIN) for Q4 2022, worth a combined $1.35M — down 18% from $1.65M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of KOIN and 6 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 4 added.

The largest buyer was Osaic Holdings, adding an estimated $132K. The largest seller was Citadel Advisors, exiting entirely with an estimated $263K sold.

  • 20 institutional investors held Capital Link Global Fintech Leaders ETF (KOIN) as of Q4 2022, down from 22 in Q3 2022.
  • Funds reported $1.35M of Capital Link Global Fintech Leaders ETF stock for Q4 2022, down 18% quarter-over-quarter.
  • 6 funds opened new Capital Link Global Fintech Leaders ETF positions in Q4 2022 and 7 closed out, a net change of -1 holder.
  • The largest Capital Link Global Fintech Leaders ETF buyer in Q4 2022 was Osaic Holdings, an estimated $132K added.
  • The largest Capital Link Global Fintech Leaders ETF seller in Q4 2022 was Citadel Advisors, an estimated $263K sold.

Based on aggregated 13F filings for Q4 2022.