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MILN

Global X Millennial Consumer ETF
MILN

41 hedge funds and large institutions have $37.2M invested in Global X Millennial Consumer ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $38.8M → $37.2M (-$1.57M)

1.78% less ownership

Funds ownership: 33.26% → 31.48% (-1.8%)

7% less funds holding

Funds holding: 44 → 41 (-3)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
14
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NW
NewEdge Wealth
Pennsylvania
+$1.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$372K
3
OMC
Old Mission Capital
Illinois
+$303K
4
SWP
Stratos Wealth Partners
Ohio
+$135K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$54K

Top Sellers

Rank Fund Capital Flow
1
HAS
HBW Advisory Services
California
-$3.51M
2
Bank of America
Bank of America
North Carolina
-$1.83M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$507K
4
Citadel Advisors
Citadel Advisors
Florida
-$440K
5
LPL Financial
LPL Financial
California
-$422K
Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
26
Macroview Investment Management
Maryland
$32.7K +$39 +1 +0.1%
NA
27
NewEdge Advisors
Louisiana
$32.1K -$8.83K -226 -23%
RIL
28
Rothschild Investment LLC
Illinois
$28.3K – – –
National Bank of Canada
29
National Bank of Canada
Quebec, Canada
$24.6K – – –
C
30
Covestor
United Kingdom
$24K -$9.07K -232 -29%
GWSG
31
GPS Wealth Strategies Group
Colorado
$21K – – –
Fidelity Investments
32
Fidelity Investments
Massachusetts
$16.4K +$3.75K +96 +33%
CIAS
33
Capital Investment Advisory Services
North Carolina
$11.7K – – –
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$9.78K -$1.68K -43 -16%
William Blair & Company
35
William Blair & Company
Illinois
$6.29K – – –
UBS Group
36
UBS Group
Switzerland
$5.53K -$6.45K -165 -56%
VF
37
VitalStone Financial
Texas
$2.31K – – –
CAS
38
Coppell Advisory Solutions
Texas
$1.47K +$352 +9 +35%
CSWM
39
Cassady Schiller Wealth Management
Ohio
$838 – – –
DFA
40
DHJJ Financial Advisors
Illinois
$84 – – –
PWMG
41
Private Wealth Management Group
New Jersey
$42 – – –
Wells Fargo
42
Wells Fargo
California
$17 -$39 -1 Closed
Citadel Advisors
43
Citadel Advisors
Florida
– -$440K -11,443 Closed
NAM
44
NTV Asset Management
West Virginia
– -$218K -5,660 Closed
SSB
45
Sandy Spring Bank
Maryland
– -$46.6K -1,210 Closed
BTI
46
Blue Trust Inc
Georgia
– -$1.49K -38 Closed
1
2

MILN Hedge Fund Activity: Q3 2024 in Review

41 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Global X Millennial Consumer ETF (MILN) for Q3 2024, worth a combined $37.2M — down 4% from $38.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of MILN and 2 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 14 added.

The largest buyer was NewEdge Wealth, opening a new position worth an estimated $1.8M. The largest seller was HBW Advisory Services, cutting an estimated $3.51M.

  • 41 institutional investors held Global X Millennial Consumer ETF (MILN) as of Q3 2024, down from 44 in Q2 2024.
  • Funds reported $37.2M of Global X Millennial Consumer ETF stock for Q3 2024, down 4% quarter-over-quarter.
  • 2 funds opened new Global X Millennial Consumer ETF positions in Q3 2024 and 5 closed out, a net change of -3 holders.
  • The largest Global X Millennial Consumer ETF buyer in Q3 2024 was NewEdge Wealth, an estimated $1.8M added.
  • The largest Global X Millennial Consumer ETF seller in Q3 2024 was HBW Advisory Services, an estimated $3.51M sold.

Based on aggregated 13F filings for Q3 2024.