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MILN

Global X Millennial Consumer ETF
MILN

45 hedge funds and large institutions have $24.7M invested in Global X Millennial Consumer ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

10% more funds holding

Funds holding: 41 → 45 (+4)

0.12% more ownership

Funds ownership: 26.2% → 26.32% (+0.12%)

3% less capital invested

Capital invested by funds: $25.5M → $24.7M (-$815K)

29% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 17

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
12
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$308K
2
CW
CreativeOne Wealth
Kansas
+$172K
3
Bank of America
Bank of America
North Carolina
+$151K
4
Osaic Holdings
Osaic Holdings
Arizona
+$116K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$63.3K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$920K
2
Morgan Stanley
Morgan Stanley
New York
-$401K
3
Citadel Advisors
Citadel Advisors
Florida
-$259K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$232K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$219K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
26
Tower Research Capital (TRC)
New York
$39K -$27.5K -1,026 -41%
SSB
27
Sandy Spring Bank
Maryland
$31.6K +$32.4K +1,210 New
C
28
Covestor
United Kingdom
$22K -$17.4K -648 -43%
AWM
29
Accurate Wealth Management
Florida
$18.3K +$17.8K +664 New
National Bank of Canada
30
National Bank of Canada
Quebec, Canada
$15.3K – – –
NA
31
NewEdge Advisors
Louisiana
$10.4K +$13.5K +503 New
MIM
32
Macroview Investment Management
Maryland
$8.27K -$509 -19 -6%
HI
33
Harbour Investments
Wisconsin
$7.31K -$5.14K -192 -41%
BAM
34
Belpointe Asset Management
Nevada
$6.76K +$6.94K +259 New
FCA
35
Fortis Capital Advisors
Kansas
$3.24K +$3.32K +124 New
Fidelity Investments
36
Fidelity Investments
Massachusetts
$2.07K -$188 -7 -8%
SWM
37
Spire Wealth Management
Virginia
$2K – – –
Wells Fargo
38
Wells Fargo
California
$1.33K +$27 +1 +2%
MSCM
39
McElhenny Sheffield Capital Management
Texas
$1.12K +$1.15K +43 New
IA
40
IFP Advisors
Florida
$1K +$161 +6 +19%
HCP
41
Hexagon Capital Partners
Arkansas
$679 +$80 +3 +13%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$157 +$161 +6 New
AF
43
Allworth Financial
California
$78 +$80 +3 New
DF
44
DecisionPoint Financial
Arizona
$27 +$27 +1 New
Citadel Advisors
45
Citadel Advisors
Florida
– -$259K -10,092 Closed
HGERS
46
Householder Group Estate & Retirement Specialist
Arizona
– -$45K -1,771 Closed
AIP
47
Almanack Investment Partners
Pennsylvania
– -$13K -500 Closed
GWSG
48
GPS Wealth Strategies Group
Colorado
– -$13K -500 Closed
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
– -$2K -60 Closed
VF
50
VitalStone Financial
Texas
– +$188 +7 New
1
2

MILN Hedge Fund Activity: Q4 2022 in Review

45 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global X Millennial Consumer ETF (MILN) for Q4 2022, worth a combined $24.7M — down 3.2% from $25.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MILN positions and 5 closed out — a net gain of 5 holders — while 12 added to existing stakes and 17 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $308K. The largest seller was Royal Bank of Canada, cutting an estimated $920K.

  • 45 institutional investors held Global X Millennial Consumer ETF (MILN) as of Q4 2022, up from 41 in Q3 2022.
  • Funds reported $24.7M of Global X Millennial Consumer ETF stock for Q4 2022, down 3.2% quarter-over-quarter.
  • 10 funds opened new Global X Millennial Consumer ETF positions in Q4 2022 and 5 closed out, a net change of +5 holders.
  • The largest Global X Millennial Consumer ETF buyer in Q4 2022 was Cetera Investment Advisers, an estimated $308K added.
  • The largest Global X Millennial Consumer ETF seller in Q4 2022 was Royal Bank of Canada, an estimated $920K sold.

Based on aggregated 13F filings for Q4 2022.