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MILN

Global X Millennial Consumer ETF

36 hedge funds and large institutions have $27.5M invested in Global X Millennial Consumer ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $26.1M → $27.5M (+$1.45M)

0.27% more ownership

Funds ownership: 26.7%26.97% (+0.27%)

20% less funds holding

Funds holding: 4536 (-9)

38% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 13

73% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 11

Holders
36
Holders Change
-9
Holders Change %
-20%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
13
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
26
GPS Wealth Strategies Group
Colorado
$15.9K
NA
27
NewEdge Advisors
Louisiana
$14.9K +$11K +365 +354%
HI
28
Harbour Investments
Wisconsin
$12.1K
Fidelity Investments
29
Fidelity Investments
Massachusetts
$2.53K
SWM
30
Spire Wealth Management
Virginia
$2.19K
HCP
31
Hexagon Capital Partners
Arkansas
$830
CYG
32
Clean Yield Group
Vermont
$97 +$90 +3 New
IRC
33
Investors Research Corp
Georgia
$32
Wells Fargo
34
Wells Fargo
California
$19 +$30 +1 New
CAG
35
Csenge Advisory Group
Florida
-$374K -12,571 Closed
AWM
36
AE Wealth Management
Kansas
-$318K -10,695 Closed
WMR
37
Wealth Management Resources
Rhode Island
-$311K -10,448 Closed
TRCT
38
Tower Research Capital (TRC)
New York
-$30K -999 Closed
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
-$20.5K -685 Closed
TAM
40
Tucker Asset Management
Colorado
-$8.3K -279 Closed
BAM
41
Belpointe Asset Management
Nevada
-$7.71K -259 Closed
UBS Group
42
UBS Group
Switzerland
-$5.21K -175 Closed
FCA
43
Fortis Capital Advisors
Kansas
-$3.69K -124 Closed
SFG
44
Steward Financial Group
Texas
-$2K -71 Closed
IA
45
IFP Advisors
Florida
-$823 -38 Closed
VF
46
VitalStone Financial
Texas
+$211 +7 New

MILN Hedge Fund Activity: Q2 2023 in Review

36 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Global X Millennial Consumer ETF (MILN) for Q2 2023, worth a combined $27.5M — up 5.6% from $26.1M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of MILN and 3 opened new positions — a net loss of 8 holders — while 13 trimmed existing stakes and 8 added.

The largest buyer was Bank of America, adding an estimated $266K. The largest seller was Csenge Advisory Group, exiting entirely with an estimated $374K sold.

  • 36 institutional investors held Global X Millennial Consumer ETF (MILN) as of Q2 2023, down from 45 in Q1 2023.
  • Funds reported $27.5M of Global X Millennial Consumer ETF stock for Q2 2023, up 5.6% quarter-over-quarter.
  • 3 funds opened new Global X Millennial Consumer ETF positions in Q2 2023 and 11 closed out, a net change of -8 holders.
  • The largest Global X Millennial Consumer ETF buyer in Q2 2023 was Bank of America, an estimated $266K added.
  • The largest Global X Millennial Consumer ETF seller in Q2 2023 was Csenge Advisory Group, an estimated $374K sold.

Based on aggregated 13F filings for Q2 2023.