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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 $1.3M invested in Capital Link Global Fintech Leaders ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2020 (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: 2 | Existing positions reduced: 2

4% less capital invested

Capital invested by funds: $1.35M → $1.3M (-$48.3K)

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
2
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$654K +$73K +2,535 +12%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$199K +$197K +6,840 +9,771%
Osaic Holdings
3
Osaic Holdings
Arizona
$181K -$1.9K -66 -1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$88K
ACA
5
Aptus Capital Advisors
Alabama
$57.3K
GWANC
6
Guardian Wealth Advisors (North Carolina)
North Carolina
$57.3K
UBS Group
7
UBS Group
Switzerland
$12.6K -$45.3K -1,574 -78%
VWM
8
Venturi Wealth Management
Texas
$12.3K +$12.4K +430 New
AF
9
Allworth Financial
California
$8.6K +$8.63K +300 New
TFGT
10
TS Financial Group (TSFG)
Illinois
$6K
SS
11
Sunbelt Securities
Texas
$5.14K +$5.18K +180 New
AAG
12
Armstrong Advisory Group
Massachusetts
$5.04K
TWC
13
TD Waterhouse Canada
Ontario, Canada
$2.32K
HI
14
Harbour Investments
Wisconsin
$2.15K
RWPA
15
Richard W. Paul & Associates
Michigan
$2.15K
BFEC
16
Benjamin F. Edwards & Company
Missouri
$2K
BAM
17
Belpointe Asset Management
Nevada
$1.78K
LFG
18
Larson Financial Group
Missouri
$761
NC
19
NewSquare Capital
Pennsylvania
$573
AAS
20
Ameritas Advisory Services
Nebraska
$559 +$576 +20 New
Wells Fargo
21
Wells Fargo
California
$20 -$86 -3 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$299K -11,029 Closed
IA
23
IFP Advisors
Florida
-$54K -2,102 Closed
MCC
24
Money Concepts Capital
Florida
-$2.98K -110 Closed

KOIN Hedge Fund Activity: Q1 2023 in Review

20 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Capital Link Global Fintech Leaders ETF (KOIN) for Q1 2023, worth a combined $1.3M — down 3.6% from $1.35M a quarter earlier.

Fund positioning in KOIN was balanced in Q1 2023: 4 funds opened new positions, 4 closed out, 2 added to existing stakes and 2 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $197K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $299K sold.

  • 20 institutional investors held Capital Link Global Fintech Leaders ETF (KOIN) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $1.3M of Capital Link Global Fintech Leaders ETF stock for Q1 2023, down 3.6% quarter-over-quarter.
  • 4 funds opened new Capital Link Global Fintech Leaders ETF positions in Q1 2023 and 4 closed out, a net change of 0 holders.
  • The largest Capital Link Global Fintech Leaders ETF buyer in Q1 2023 was Bank of Montreal, an estimated $197K added.
  • The largest Capital Link Global Fintech Leaders ETF seller in Q1 2023 was Susquehanna International Group, an estimated $299K sold.

Based on aggregated 13F filings for Q1 2023.