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MILN

Global X Millennial Consumer ETF

45 hedge funds and large institutions have $26.1M invested in Global X Millennial Consumer ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $24.7M → $26.1M (+$1.4M)

0.38% more ownership

Funds ownership: 26.32%26.7% (+0.38%)

0% more funds holding

Funds holding: 4545 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

39% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 18

Holders
45
Holders Change
Holders Change %
0%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
18
Closed
7
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
$12.3M +$631K +21,793 +6%
HAS
2
HBW Advisory Services
California
$2.93M +$40.6K +1,401 +1%
LPL Financial
3
LPL Financial
California
$1.62M +$305K +10,516 +24%
CW
4
CreativeOne Wealth
Kansas
$1.42M -$306K -10,558 -18%
Morgan Stanley
5
Morgan Stanley
New York
$1.17M -$1.16M -39,944 -50%
SWP
6
Stratos Wealth Partners
Ohio
$838K -$119K -4,092 -13%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$615K -$9.38K -324 -2%
ACS
8
Archford Capital Strategies
Illinois
$584K +$5.85K +202 +1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$559K -$9.36K -323 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$434K -$35.9K -1,238 -8%
PCS
11
Personal CFO Solutions
New Jersey
$421K -$16.6K -573 -4%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$386K +$12K +416 +3%
CAG
13
Csenge Advisory Group
Florida
$374K -$161K -5,565 -31%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$350K -$195K -6,730 -36%
AWM
15
AE Wealth Management
Kansas
$318K +$310K +10,695 New
WMR
16
Wealth Management Resources
Rhode Island
$311K +$521 +18 +0.2%
BS
17
Banco Santander
Spain
$302K -$172K -5,950 -37%
FTUS
18
Flow Traders U.S.
New York
$276K -$81.1K -2,800 -23%
CFD
19
Creative Financial Designs
Indiana
$198K +$30.7K +1,060 +19%
GM
20
GeoWealth Management
Illinois
$180K -$26.6K -917 -13%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$179K -$14.3K -493 -8%
Barclays
22
Barclays
United Kingdom
$66.9K
HGERS
23
Householder Group Estate & Retirement Specialist
Arizona
$53K +$51.1K +1,765 New
CIAS
24
Capital Investment Advisory Services
North Carolina
$39.2K -$7.96K -275 -17%
SSB
25
Sandy Spring Bank
Maryland
$36K

MILN Hedge Fund Activity: Q1 2023 in Review

45 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Global X Millennial Consumer ETF (MILN) for Q1 2023, worth a combined $26.1M — up 5.7% from $24.7M a quarter earlier.

Fund positioning in MILN was balanced in Q1 2023: 7 funds opened new positions, 7 closed out, 11 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $631K. The largest seller was Morgan Stanley, cutting an estimated $1.16M.

  • 45 institutional investors held Global X Millennial Consumer ETF (MILN) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $26.1M of Global X Millennial Consumer ETF stock for Q1 2023, up 5.7% quarter-over-quarter.
  • 7 funds opened new Global X Millennial Consumer ETF positions in Q1 2023 and 7 closed out, a net change of 0 holders.
  • The largest Global X Millennial Consumer ETF buyer in Q1 2023 was Bank of America, an estimated $631K added.
  • The largest Global X Millennial Consumer ETF seller in Q1 2023 was Morgan Stanley, an estimated $1.16M sold.

Based on aggregated 13F filings for Q1 2023.