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Global X Social Media ETF

53 hedge funds and large institutions have $83.2M invested in Global X Social Media ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

21% more capital invested

Capital invested by funds: $68.5M → $83.2M (+$14.7M)

6% more funds holding

Funds holding: 5053 (+3)

2.95% less ownership

Funds ownership: 53.96%51.01% (-2.9%)

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
10
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$32.9M +$3.76M +100,000 +14%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$23.5M -$918K -24,423 -4%
Bank of America
3
Bank of America
North Carolina
$7.71M +$238K +6,341 +3%
Morgan Stanley
4
Morgan Stanley
New York
$4.97M +$2.62M +69,631 +130%
LPL Financial
5
LPL Financial
California
$2.73M -$16.6K -443 -0.7%
UBS Group
6
UBS Group
Switzerland
$2.03M +$355K +9,436 +23%
Jane Street
7
Jane Street
New York
$1.8M +$428K +11,378 +34%
JPLA
8
Joseph P. Lucia & Associates
New York
$1.02M -$10.9K -290 -1%
NS
9
NBC Securities
Alabama
$930K +$20.7K +550 +2%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$661K -$11.3K -300 -2%
SWA
11
SOA Wealth Advisors
New York
$562K
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$534K +$74.2K +1,973 +18%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$487K -$2.63K -70 -0.6%
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$463K +$431K +11,480 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$387K +$360K +9,590 New
IWC
16
Integrated Wealth Concepts
Massachusetts
$345K -$752 -20 -0.2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$282K -$42.5K -1,130 -14%
RJA
18
Raymond James & Associates
Florida
$261K +$243K +6,453 New
Ameriprise
19
Ameriprise
Minnesota
$228K -$19.9K -529 -9%
CAN
20
Cetera Advisor Networks
California
$227K
AssetMark Inc
21
AssetMark Inc
California
$225K +$106K +2,810 +102%
Osaic Holdings
22
Osaic Holdings
Arizona
$163K -$307K -8,162 -67%
Wells Fargo
23
Wells Fargo
California
$159K -$10.3K -275 -7%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$88K -$38 -1 -0%
MCM
25
Manchester Capital Management
Vermont
$80.7K

SOCL Hedge Fund Activity: Q4 2023 in Review

53 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X Social Media ETF (SOCL) for Q4 2023, worth a combined $83.2M — up 21% from $68.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SOCL positions and 5 closed out — a net gain of 4 holders — while 10 added to existing stakes and 14 trimmed.

The largest buyer was Daiwa Securities Group, adding an estimated $3.76M. The largest seller was PNC Financial Services Group, cutting an estimated $918K.

  • 53 institutional investors held Global X Social Media ETF (SOCL) as of Q4 2023, up from 50 in Q3 2023.
  • Funds reported $83.2M of Global X Social Media ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 9 funds opened new Global X Social Media ETF positions in Q4 2023 and 5 closed out, a net change of +4 holders.
  • The largest Global X Social Media ETF buyer in Q4 2023 was Daiwa Securities Group, an estimated $3.76M added.
  • The largest Global X Social Media ETF seller in Q4 2023 was PNC Financial Services Group, an estimated $918K sold.

Based on aggregated 13F filings for Q4 2023.