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MILN

Global X Millennial Consumer ETF

45 hedge funds and large institutions have $24.7M invested in Global X Millennial Consumer ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

10% more funds holding

Funds holding: 4145 (+4)

0.12% more ownership

Funds ownership: 26.2%26.32% (+0.12%)

3% less capital invested

Capital invested by funds: $25.5M → $24.7M (-$815K)

29% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 17

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
12
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$10.2M +$151K +5,638 +1%
HAS
2
HBW Advisory Services
California
$2.53M +$32K +1,193 +1%
Morgan Stanley
3
Morgan Stanley
New York
$2.07M -$401K -14,954 -16%
CW
4
CreativeOne Wealth
Kansas
$1.52M +$172K +6,416 +12%
LPL Financial
5
LPL Financial
California
$1.15M -$99.7K -3,723 -8%
SWP
6
Stratos Wealth Partners
Ohio
$842K -$88K -3,284 -9%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$786K -$22.9K -855 -3%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$548K +$308K +11,515 +122%
ACS
9
Archford Capital Strategies
Illinois
$514K -$42.3K -1,579 -7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$499K +$63.3K +2,362 +14%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$483K -$232K -8,650 -32%
CAG
12
Csenge Advisory Group
Florida
$473K
BS
13
Banco Santander
Spain
$420K -$804 -30 -0.2%
Osaic Holdings
14
Osaic Holdings
Arizona
$414K +$116K +4,337 +38%
PCS
15
Personal CFO Solutions
New Jersey
$384K -$10K -375 -2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$327K +$25.5K +951 +8%
FTUS
17
Flow Traders U.S.
New York
$315K
WMR
18
Wealth Management Resources
Rhode Island
$272K -$27 -1 -0%
GM
19
GeoWealth Management
Illinois
$184K +$33.1K +1,236 +21%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$168K -$920K -34,344 -84%
CFD
21
Creative Financial Designs
Indiana
$146K -$32.1K -1,200 -18%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$111K -$219K -8,168 -67%
UBS Group
23
UBS Group
Switzerland
$72.8K +$27.5K +1,025 +58%
Barclays
24
Barclays
United Kingdom
$58.7K
CIAS
25
Capital Investment Advisory Services
North Carolina
$41.6K

MILN Hedge Fund Activity: Q4 2022 in Review

45 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global X Millennial Consumer ETF (MILN) for Q4 2022, worth a combined $24.7M — down 3.2% from $25.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MILN positions and 5 closed out — a net gain of 5 holders — while 12 added to existing stakes and 17 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $308K. The largest seller was Royal Bank of Canada, cutting an estimated $920K.

  • 45 institutional investors held Global X Millennial Consumer ETF (MILN) as of Q4 2022, up from 41 in Q3 2022.
  • Funds reported $24.7M of Global X Millennial Consumer ETF stock for Q4 2022, down 3.2% quarter-over-quarter.
  • 10 funds opened new Global X Millennial Consumer ETF positions in Q4 2022 and 5 closed out, a net change of +5 holders.
  • The largest Global X Millennial Consumer ETF buyer in Q4 2022 was Cetera Investment Advisers, an estimated $308K added.
  • The largest Global X Millennial Consumer ETF seller in Q4 2022 was Royal Bank of Canada, an estimated $920K sold.

Based on aggregated 13F filings for Q4 2022.