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MILN

Global X Millennial Consumer ETF

43 hedge funds and large institutions have $35.6M invested in Global X Millennial Consumer ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

34% more capital invested

Capital invested by funds: $26.5M → $35.6M (+$9.03M)

19% more funds holding

Funds holding: 3643 (+7)

4.62% more ownership

Funds ownership: 26.93%31.55% (+4.6%)

47% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 15

Holders
43
Holders Change
+7
Holders Change %
+19.44%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
8
Reduced
15
Closed
3
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
$17.2M +$834K +26,030 +6%
Morgan Stanley
2
Morgan Stanley
New York
$3.63M +$2.12M +66,241 +184%
HAS
3
HBW Advisory Services
California
$3.54M +$5.42K +169 +0.2%
LPL Financial
4
LPL Financial
California
$1.97M -$77.7K -2,424 -4%
CW
5
CreativeOne Wealth
Kansas
$1.02M -$171K -5,333 -16%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$915K -$38.6K -1,205 -4%
SWP
7
Stratos Wealth Partners
Ohio
$849K +$1.96K +61 +0.3%
PP
8
Prudential plc
United Kingdom
$780K +$705K +22,000 New
Citadel Advisors
9
Citadel Advisors
Florida
$652K +$589K +18,381 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$632K -$114K -3,559 -17%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$579K -$72.4K -2,258 -12%
GM
12
GeoWealth Management
Illinois
$507K +$278K +8,676 +154%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$453K +$102K +3,174 +33%
EWS
14
Eagle Wealth Strategies
New Jersey
$374K +$338K +10,545 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$368K -$40.4K -1,259 -11%
ACS
16
Archford Capital Strategies
Illinois
$356K -$282K -8,791 -47%
PCS
17
Personal CFO Solutions
New Jersey
$304K -$1.6K -50 -0.6%
BS
18
Banco Santander
Spain
$299K
Osaic Holdings
19
Osaic Holdings
Arizona
$291K -$177K -5,517 -40%
NAM
20
NTV Asset Management
West Virginia
$201K +$181K +5,660 New
CFD
21
Creative Financial Designs
Indiana
$191K -$4.13K -129 -2%
Barclays
22
Barclays
United Kingdom
$79.8K
CIAS
23
Capital Investment Advisory Services
North Carolina
$44.3K -$2.24K -70 -5%
SSB
24
Sandy Spring Bank
Maryland
$42.9K
HGERS
25
Householder Group Estate & Retirement Specialist
Arizona
$39K

MILN Hedge Fund Activity: Q4 2023 in Review

43 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X Millennial Consumer ETF (MILN) for Q4 2023, worth a combined $35.6M — up 34% from $26.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MILN positions and 3 closed out — a net gain of 8 holders — while 8 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.12M. The largest seller was Archford Capital Strategies, cutting an estimated $282K.

  • 43 institutional investors held Global X Millennial Consumer ETF (MILN) as of Q4 2023, up from 36 in Q3 2023.
  • Funds reported $35.6M of Global X Millennial Consumer ETF stock for Q4 2023, up 34% quarter-over-quarter.
  • 11 funds opened new Global X Millennial Consumer ETF positions in Q4 2023 and 3 closed out, a net change of +8 holders.
  • The largest Global X Millennial Consumer ETF buyer in Q4 2023 was Morgan Stanley, an estimated $2.12M added.
  • The largest Global X Millennial Consumer ETF seller in Q4 2023 was Archford Capital Strategies, an estimated $282K sold.

Based on aggregated 13F filings for Q4 2023.