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MILN

Global X Millennial Consumer ETF

29 hedge funds and large institutions have $25.6M invested in Global X Millennial Consumer ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more capital invested

Capital invested by funds: $12.6M → $25.6M (+$13M)

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

10.42% more ownership

Funds ownership: 16.05%26.47% (+10%)

4% more funds holding

Funds holding: 2829 (+1)

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
9
Reduced
5
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.21M +$3.01M +99,449 +147%
BFA
2
Beaumont Financial Advisors
Massachusetts
$4.14M +$4.01M +132,780 New
Bank of America
3
Bank of America
North Carolina
$2.69M +$191K +6,316 +8%
HAS
4
HBW Advisory Services
California
$2.03M +$1.97M +65,132 New
CW
5
CreativeOne Wealth
Kansas
$1.64M +$559K +18,477 +54%
GSWM
6
Golden State Wealth Management
California
$1.55M +$1.51M +49,820 New
LPL Financial
7
LPL Financial
California
$1.27M +$112K +3,705 +10%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.05M +$1.02M +33,601 New
SWP
9
Stratos Wealth Partners
Ohio
$828K -$23.2K -766 -3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$780K -$248K -8,199 -25%
ACS
11
Archford Capital Strategies
Illinois
$581K +$124K +4,114 +28%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$575K +$60 +2 +0%
Citadel Advisors
13
Citadel Advisors
Florida
$557K -$325K -10,747 -37%
PP
14
Prudential plc
United Kingdom
$466K +$453K +15,000 New
Osaic Holdings
15
Osaic Holdings
Arizona
$404K +$67.9K +2,247 +21%
Daiwa Securities Group
16
Daiwa Securities Group
Japan
$332K
Barclays
17
Barclays
United Kingdom
$320K
APA
18
American Portfolios Advisors
New York
$310K -$2.42K -80 -0.8%
DAS
19
Dynamic Advisor Solutions
Arizona
$264K +$10.7K +355 +4%
GM
20
GeoWealth Management
Illinois
$242K +$234K +7,741 New
MIM
21
Macroview Investment Management
Maryland
$164K +$6.53K +216 +4%
CFD
22
Creative Financial Designs
Indiana
$70K +$68K +2,251 New
BFC
23
Bedel Financial Consulting
Indiana
$25K
UBS Group
24
UBS Group
Switzerland
$21K -$6.29K -208 -24%
CIAS
25
Capital Investment Advisory Services
North Carolina
$19K +$18.4K +609 New

MILN Hedge Fund Activity: Q3 2020 in Review

29 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Global X Millennial Consumer ETF (MILN) for Q3 2020, worth a combined $25.6M — up 103% from $12.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MILN positions and 9 closed out — a net gain of 1 holder — while 9 added to existing stakes and 5 trimmed.

The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $4.01M. The largest seller was Occidental Asset Management, exiting entirely with an estimated $853K sold.

  • 29 institutional investors held Global X Millennial Consumer ETF (MILN) as of Q3 2020, up from 28 in Q2 2020.
  • Funds reported $25.6M of Global X Millennial Consumer ETF stock for Q3 2020, up 103% quarter-over-quarter.
  • 10 funds opened new Global X Millennial Consumer ETF positions in Q3 2020 and 9 closed out, a net change of +1 holder.
  • The largest Global X Millennial Consumer ETF buyer in Q3 2020 was Beaumont Financial Advisors, an estimated $4.01M added.
  • The largest Global X Millennial Consumer ETF seller in Q3 2020 was Occidental Asset Management, an estimated $853K sold.

Based on aggregated 13F filings for Q3 2020.