Global X Millennial Consumer ETF
MILN
57 hedge funds and large institutions have $67.3M invested in Global X Millennial Consumer ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 5 reducing their positions, and 3 closing their positions.
433% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 3
400% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 5
27% more funds holding
Funds holding: 45 → 57 (+12)
18% more capital invested
Capital invested by funds: $56.8M → $67.3M (+$10.5M)
1.88% more ownership
Funds ownership: 28.32% → 30.21% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$7.01M |
| 2 |
BS
Banco Santander
Madrid,
Spain
|
+$1.42M |
| 3 |
AA
Advisory Alpha
Holland,
Michigan
|
+$695K |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
+$681K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$630K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$1.29M |
| 2 |
FA
Fermata Advisors
Sonoma,
California
|
-$832K |
| 3 |
AC
Apella Capital
West Hartford,
Connecticut
|
-$550K |
| 4 |
MIM
Macroview Investment Management
Bethesda,
Maryland
|
-$176K |
| 5 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
-$153K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Wells Fargo
San Francisco,
California
| $4K | – | – | – |
|
52
William Blair & Company
Chicago,
Illinois
| $4K | +$3.96K | +90 | New |
|
|
CFA
53
Carroll Financial Associates
Charlotte,
North Carolina
| $4K | +$4.18K | +95 | New |
|
|
SAM
54
Strategic Asset Management
Rochester,
Minnesota
| $4K | +$4.41K | +100 | New |
|
|
HCP
55
Hexagon Capital Partners
Rogers,
Arkansas
| $1K | – | – | – |
|
|
MA
56
Mutual Advisors
Omaha,
Nebraska
| – | -$1.29M | -29,829 | Closed |
|
|
FA
57
Fermata Advisors
Sonoma,
California
| – | -$832K | -19,213 | Closed |
|
|
AC
58
Apella Capital
West Hartford,
Connecticut
| – | -$550K | -12,707 | Closed |
|
|
GKWIM
59
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| – | +$132 | +3 | New |
|
|
TRCT
60
Tower Research Capital (TRC)
New York
| – | +$352 | +8 | New |
|
MILN Hedge Fund Activity: Q3 2021 in Review
57 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Global X Millennial Consumer ETF (MILN) for Q3 2021, worth a combined $67.3M — up 18% from $56.8M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new MILN positions and 3 closed out — a net gain of 13 holders — while 25 added to existing stakes and 5 trimmed.
The largest buyer was GeoWealth Management, adding an estimated $7.01M. The largest seller was Mutual Advisors, exiting entirely with an estimated $1.29M sold.
- 57 institutional investors held Global X Millennial Consumer ETF (MILN) as of Q3 2021, up from 45 in Q2 2021.
- Funds reported $67.3M of Global X Millennial Consumer ETF stock for Q3 2021, up 18% quarter-over-quarter.
- 16 funds opened new Global X Millennial Consumer ETF positions in Q3 2021 and 3 closed out, a net change of +13 holders.
- The largest Global X Millennial Consumer ETF buyer in Q3 2021 was GeoWealth Management, an estimated $7.01M added.
- The largest Global X Millennial Consumer ETF seller in Q3 2021 was Mutual Advisors, an estimated $1.29M sold.
Based on aggregated 13F filings for Q3 2021.