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MILN

Global X Millennial Consumer ETF

43 hedge funds and large institutions have $35.6M invested in Global X Millennial Consumer ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

34% more capital invested

Capital invested by funds: $26.5M → $35.6M (+$9.03M)

19% more funds holding

Funds holding: 3643 (+7)

4.62% more ownership

Funds ownership: 26.93%31.55% (+4.6%)

47% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 15

Holders
43
Holders Change
+7
Holders Change %
+19.44%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
8
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$30.3K -$353 -11 -1%
C
27
Covestor
United Kingdom
$28K -$4.74K -148 -16%
HI
28
Harbour Investments
Wisconsin
$24.2K +$4.97K +155 +29%
RIL
29
Rothschild Investment LLC
Illinois
$23.9K +$21.6K +675 New
MIM
30
Macroview Investment Management
Maryland
$21.1K -$1.96K -61 -9%
National Bank of Canada
31
National Bank of Canada
Quebec, Canada
$20.4K
GWSG
32
GPS Wealth Strategies Group
Colorado
$17.7K
PTC
33
Private Trust Company
Ohio
$14K
Fidelity Investments
34
Fidelity Investments
Massachusetts
$10.2K +$6.73K +210 +266%
JP Morgan Chase
35
JP Morgan Chase
New York
$5.46K +$4.94K +154 New
SWM
36
Spire Wealth Management
Virginia
$2.43K
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$2.23K +$2.02K +63 New
VF
38
VitalStone Financial
Texas
$2K -$705 -22 -29%
CSWM
39
Cassady Schiller Wealth Management
Ohio
$709 +$641 +20 New
TRCT
40
Tower Research Capital (TRC)
New York
$106 +$96 +3 New
DFA
41
DHJJ Financial Advisors
Illinois
$71
PWMG
42
Private Wealth Management Group
New Jersey
$36 +$32 +1 New
Wells Fargo
43
Wells Fargo
California
$25 +$32 +1 New
UBS Group
44
UBS Group
Switzerland
-$14.3K -470 Closed
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
-$1.03K -34 Closed

MILN Hedge Fund Activity: Q4 2023 in Review

43 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X Millennial Consumer ETF (MILN) for Q4 2023, worth a combined $35.6M — up 34% from $26.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MILN positions and 3 closed out — a net gain of 8 holders — while 8 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.12M. The largest seller was Archford Capital Strategies, cutting an estimated $282K.

  • 43 institutional investors held Global X Millennial Consumer ETF (MILN) as of Q4 2023, up from 36 in Q3 2023.
  • Funds reported $35.6M of Global X Millennial Consumer ETF stock for Q4 2023, up 34% quarter-over-quarter.
  • 11 funds opened new Global X Millennial Consumer ETF positions in Q4 2023 and 3 closed out, a net change of +8 holders.
  • The largest Global X Millennial Consumer ETF buyer in Q4 2023 was Morgan Stanley, an estimated $2.12M added.
  • The largest Global X Millennial Consumer ETF seller in Q4 2023 was Archford Capital Strategies, an estimated $282K sold.

Based on aggregated 13F filings for Q4 2023.