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KOIN

Capital Link Global Fintech Leaders ETF

Delisted

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

17 hedge funds and large institutions have $1.42M invested in Capital Link Global Fintech Leaders ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.3M → $1.42M (+$118K)

15% less funds holding

Funds holding: 2017 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

Holders
17
Holders Change
-3
Holders Change %
-15%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
1
Reduced
3
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
$940K +$264K +9,194 +40%
OMC
2
Old Mission Capital
Illinois
$244K +$238K +8,296 New
Osaic Holdings
3
Osaic Holdings
Arizona
$184K -$1.21K -42 -0.7%
VWM
4
Venturi Wealth Management
Texas
$12.6K
TFGT
5
TS Financial Group (TSFG)
Illinois
$7K
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$5.84K +$5.72K +199 New
SS
7
Sunbelt Securities
Texas
$5.29K
AAG
8
Armstrong Advisory Group
Massachusetts
$5.17K
TWC
9
TD Waterhouse Canada
Ontario, Canada
$2.34K
HI
10
Harbour Investments
Wisconsin
$2.2K
RWPA
11
Richard W. Paul & Associates
Michigan
$2.2K
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$2.08K -$197K -6,840 -99%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$2K
LFG
14
Larson Financial Group
Missouri
$780
NC
15
NewSquare Capital
Pennsylvania
$587
UBS Group
16
UBS Group
Switzerland
$323 -$12.3K -429 -98%
Wells Fargo
17
Wells Fargo
California
$26 +$29 +1 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
-$88K -3,058 Closed
ACA
19
Aptus Capital Advisors
Alabama
-$57.3K -2,000 Closed
GWANC
20
Guardian Wealth Advisors (North Carolina)
North Carolina
-$57.3K -2,000 Closed
AF
21
Allworth Financial
California
-$8.6K -300 Closed
BAM
22
Belpointe Asset Management
Nevada
-$1.78K -62 Closed
AAS
23
Ameritas Advisory Services
Nebraska
-$559 -20 Closed

KOIN Hedge Fund Activity: Q2 2023 in Review

17 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Capital Link Global Fintech Leaders ETF (KOIN) for Q2 2023, worth a combined $1.42M — up 9.1% from $1.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of KOIN and 3 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 1 added.

The largest buyer was Jane Street, adding an estimated $264K. The largest seller was Bank of Montreal, cutting an estimated $197K.

  • 17 institutional investors held Capital Link Global Fintech Leaders ETF (KOIN) as of Q2 2023, down from 20 in Q1 2023.
  • Funds reported $1.42M of Capital Link Global Fintech Leaders ETF stock for Q2 2023, up 9.1% quarter-over-quarter.
  • 3 funds opened new Capital Link Global Fintech Leaders ETF positions in Q2 2023 and 6 closed out, a net change of -3 holders.
  • The largest Capital Link Global Fintech Leaders ETF buyer in Q2 2023 was Jane Street, an estimated $264K added.
  • The largest Capital Link Global Fintech Leaders ETF seller in Q2 2023 was Bank of Montreal, an estimated $197K sold.

Based on aggregated 13F filings for Q2 2023.