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Global X Social Media ETF

52 hedge funds and large institutions have $55.1M invested in Global X Social Media ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 4 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more ownership

Funds ownership: 45.19%45.19% (+0%)

5% less funds holding

Funds holding: 5552 (-3)

8% less capital invested

Capital invested by funds: $59.7M → $55.1M (-$4.62M)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

80% less call options, than puts

Call options by funds: $62K | Put options by funds: $304K

84% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 25

Holders
52
Holders Change
-3
Holders Change %
-5.45%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
4
Reduced
25
Closed
13
Calls
$62K
Puts
$304K
Net Calls
-$242K
Net Calls Change
-$242K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$22.3M -$1.64M -57,520 -7%
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$9.77M -$7.11M -250,000 -44%
Bank of America
3
Bank of America
North Carolina
$5.82M -$173K -6,093 -3%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$4.1M -$556K -19,553 -13%
CI
5
CPR Investments
Michigan
$2.83M +$2.59M +91,250 New
Morgan Stanley
6
Morgan Stanley
New York
$2.32M +$76.3K +2,685 +4%
UBS Group
7
UBS Group
Switzerland
$1.15M -$244K -8,582 -19%
LPL Financial
8
LPL Financial
California
$981K -$52.4K -1,842 -6%
JPLA
9
Joseph P. Lucia & Associates
New York
$933K -$11.2K -395 -1%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$547K -$56.2K -1,977 -10%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$441K -$366K -12,856 -47%
SWA
12
SOA Wealth Advisors
New York
$433K -$8.53K -300 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$419K -$89.7K -3,154 -19%
AC
14
Avory & Company
Florida
$401K +$368K +12,937 New
Osaic Holdings
15
Osaic Holdings
Arizona
$374K -$125K -4,386 -27%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$353K -$2.76K -97 -0.8%
IWC
17
Integrated Wealth Concepts
Massachusetts
$305K -$1.88K -66 -0.7%
ACS
18
Archford Capital Strategies
Illinois
$245K -$29.9K -1,050 -12%
SF
19
Synovus Financial
Georgia
$209K +$192K +6,745 New
Wells Fargo
20
Wells Fargo
California
$176K -$287K -10,101 -64%
CFD
21
Creative Financial Designs
Indiana
$125K -$7.34K -258 -6%
NA
22
NewEdge Advisors
Louisiana
$118K +$111K +3,906 New
CG
23
Cutler Group
California
$118K +$28.4K +1,000 +35%
SIC
24
Salem Investment Counselors
North Carolina
$92.4K -$11.7K -411 -12%
SWM
25
Spire Wealth Management
Virginia
$86K -$24.6K -864 -24%

SOCL Hedge Fund Activity: Q4 2022 in Review

52 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global X Social Media ETF (SOCL) for Q4 2022, worth a combined $55.1M — down 7.7% from $59.7M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SOCL and 11 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 4 added.

The largest buyer was CPR Investments, opening a new position worth an estimated $2.59M. The largest seller was Daiwa Securities Group, cutting an estimated $7.11M.

  • 52 institutional investors held Global X Social Media ETF (SOCL) as of Q4 2022, down from 55 in Q3 2022.
  • Funds reported $55.1M of Global X Social Media ETF stock for Q4 2022, down 7.7% quarter-over-quarter.
  • 11 funds opened new Global X Social Media ETF positions in Q4 2022 and 13 closed out, a net change of -2 holders.
  • The largest Global X Social Media ETF buyer in Q4 2022 was CPR Investments, an estimated $2.59M added.
  • The largest Global X Social Media ETF seller in Q4 2022 was Daiwa Securities Group, an estimated $7.11M sold.

Based on aggregated 13F filings for Q4 2022.