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Global X Social Media ETF

54 hedge funds and large institutions have $57.8M invested in Global X Social Media ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 6 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

4% more funds holding

Funds holding: 5254 (+2)

5% more capital invested

Capital invested by funds: $55.1M → $57.8M (+$2.73M)

5.67% less ownership

Funds ownership: 45.19%39.52% (-5.7%)

68% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 19

Holders
54
Holders Change
+2
Holders Change %
+3.85%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
6
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$24.7M -$1.85M -52,149 -7%
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$7.96M -$3.55M -100,000 -32%
Bank of America
3
Bank of America
North Carolina
$6.67M -$260K -7,331 -4%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$5.02M +$116K +3,272 +2%
LPL Financial
5
LPL Financial
California
$2.83M +$1.59M +44,746 +141%
Morgan Stanley
6
Morgan Stanley
New York
$2.37M -$390K -10,976 -15%
UBS Group
7
UBS Group
Switzerland
$1.31M -$56.9K -1,604 -4%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.04M +$496K +13,984 +98%
JPLA
9
Joseph P. Lucia & Associates
New York
$953K -$154K -4,335 -14%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$645K -$7.03K -198 -1%
Osaic Holdings
11
Osaic Holdings
Arizona
$638K +$185K +5,201 +43%
SWA
12
SOA Wealth Advisors
New York
$517K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$496K -$2.95K -83 -0.6%
IWC
14
Integrated Wealth Concepts
Massachusetts
$362K -$1.99K -56 -0.6%
ACS
15
Archford Capital Strategies
Illinois
$294K +$9.48K +267 +3%
SF
16
Synovus Financial
Georgia
$250K
Ameriprise
17
Ameriprise
Minnesota
$237K +$228K +6,418 New
AWM
18
AE Wealth Management
Kansas
$222K +$213K +5,995 New
HTC
19
Haverford Trust Company
Pennsylvania
$218K +$209K +5,894 New
Wells Fargo
20
Wells Fargo
California
$217K +$7.14K +201 +4%
CAN
21
Cetera Advisor Networks
California
$212K +$203K +5,724 New
SWM
22
Spire Wealth Management
Virginia
$102K -$604 -17 -0.6%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$86.7K -$3.73K -105 -4%
HAS
24
HBW Advisory Services
California
$78K +$75.3K +2,121 New
SIC
25
Salem Investment Counselors
North Carolina
$67.7K -$40.8K -1,150 -39%

SOCL Hedge Fund Activity: Q1 2023 in Review

54 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Global X Social Media ETF (SOCL) for Q1 2023, worth a combined $57.8M — up 5% from $55.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SOCL positions and 9 closed out — a net gain of 3 holders — while 6 added to existing stakes and 19 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.59M. The largest seller was Daiwa Securities Group, cutting an estimated $3.55M.

  • 54 institutional investors held Global X Social Media ETF (SOCL) as of Q1 2023, up from 52 in Q4 2022.
  • Funds reported $57.8M of Global X Social Media ETF stock for Q1 2023, up 5% quarter-over-quarter.
  • 12 funds opened new Global X Social Media ETF positions in Q1 2023 and 9 closed out, a net change of +3 holders.
  • The largest Global X Social Media ETF buyer in Q1 2023 was LPL Financial, an estimated $1.59M added.
  • The largest Global X Social Media ETF seller in Q1 2023 was Daiwa Securities Group, an estimated $3.55M sold.

Based on aggregated 13F filings for Q1 2023.