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MILN

Global X Millennial Consumer ETF

45 hedge funds and large institutions have $56.8M invested in Global X Millennial Consumer ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 6

27% more capital invested

Capital invested by funds: $44.5M → $56.8M (+$12.2M)

0% more funds holding

Funds holding: 4545 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.05% less ownership

Funds ownership: 28.37%28.32% (-0.05%)

Holders
45
Holders Change
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
23
Reduced
6
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.7M +$4.69M +113,129 +63%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.29M +$3.34M +80,465 +60%
Bank of America
3
Bank of America
North Carolina
$4.98M +$376K +9,065 +9%
HAS
4
HBW Advisory Services
California
$3.51M +$458K +11,035 +16%
CW
5
CreativeOne Wealth
Kansas
$3.3M +$377K +9,097 +14%
LPL Financial
6
LPL Financial
California
$2.64M +$215K +5,183 +9%
GSWM
7
Golden State Wealth Management
California
$2.32M -$101K -2,432 -4%
PCS
8
Personal CFO Solutions
New Jersey
$2M +$158K +3,817 +9%
SWP
9
Stratos Wealth Partners
Ohio
$1.92M +$1.53K +37 +0.1%
SFS
10
Sowell Financial Services
Arkansas
$1.47M +$90.9K +2,190 +7%
MA
11
Mutual Advisors
Nebraska
$1.29M +$1.24M +29,829 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.07M +$71.6K +1,725 +7%
ACS
13
Archford Capital Strategies
Illinois
$973K +$93.4K +2,251 +11%
LWPC
14
Legacy Wealth Partners (California)
California
$849K +$814K +19,618 New
FA
15
Fermata Advisors
California
$832K +$282K +6,788 +55%
CAG
16
Csenge Advisory Group
Florida
$763K -$398K -9,600 -35%
GM
17
GeoWealth Management
Illinois
$750K +$56.9K +1,372 +9%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$637K +$256K +6,167 +72%
DAS
19
Dynamic Advisor Solutions
Arizona
$621K +$238K +5,730 +66%
Osaic Holdings
20
Osaic Holdings
Arizona
$580K -$69.4K -1,674 -11%
AC
21
Apella Capital
Connecticut
$550K +$527K +12,707 New
IA
22
Insight Advisors
Pennsylvania
$521K +$13.9K +334 +3%
VWA
23
V Wealth Advisors
Kansas
$509K -$2.45K -59 -0.5%
APA
24
American Portfolios Advisors
New York
$481K +$42.3K +1,020 +10%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$479K +$149K +3,599 +48%

MILN Hedge Fund Activity: Q2 2021 in Review

45 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X Millennial Consumer ETF (MILN) for Q2 2021, worth a combined $56.8M — up 27% from $44.5M a quarter earlier.

Fund positioning in MILN was balanced in Q2 2021: 8 funds opened new positions, 8 closed out, 23 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.69M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.8M sold.

  • 45 institutional investors held Global X Millennial Consumer ETF (MILN) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $56.8M of Global X Millennial Consumer ETF stock for Q2 2021, up 27% quarter-over-quarter.
  • 8 funds opened new Global X Millennial Consumer ETF positions in Q2 2021 and 8 closed out, a net change of 0 holders.
  • The largest Global X Millennial Consumer ETF buyer in Q2 2021 was Morgan Stanley, an estimated $4.69M added.
  • The largest Global X Millennial Consumer ETF seller in Q2 2021 was Susquehanna International Group, an estimated $1.8M sold.

Based on aggregated 13F filings for Q2 2021.