GLOBAL X FDS (CHIX)
Institutional ownership reported to the SEC as of Q4 2023, across 21 quarters.
9
Reporting holders
$2.2M
Reported value
12.2%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $849.2K | 54,690 | 0.00% | new | NEW |
| OLD MISSION CAPITAL LLC | $805.9K | 75,531 | 0.01% | 12q | +42.0%+$238.4K |
| FIL Ltd | $193.2K | 18,074 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $154.1K | 14,444 | 0.00% | 21q | +2390.3%+$147.9K |
| Glovista Investments LLC | $114.1K | 10,684 | 0.05% | new | NEW |
| MORGAN STANLEY | $52.1K | 4,878 | 0.00% | 25q | +37.6%+$14.2K |
| UBS Group AG | $14.3K | 1,344 | 0.00% | new | NEW |
| Royal Bank of Canada | $2.0K | 203 | 0.00% | 21q | HELD |
| Cutler Group LLC / CA | $12 | 538 | 0.00% | 16q | -63.0% |
| Covestor Ltd | $9 | 813 | 0.01% | 6q | -47.9% |
| CWM, LLC | $4 | 356 | 0.00% | 6q | +78.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q4 2023 | 9 | $2.2M | 180,386 | 4 | 3 | 1 | 12.2% |
| Q3 2023 | 7 | $1.6M | 137,023 | 0 | 2 | 2 | 0.0% |
| Q2 2023 | 8 | $2.0M | 169,906 | 0 | 2 | 4 | 0.0% |
| Q1 2023 | 13 | $2.8M | 223,132 | 1 | 3 | 6 | 4.7% |
| Q4 2022 | 14 | $11.3M | 933,437 | 3 | 4 | 4 | 3.4% |
| Q3 2022 | 20 | $14.6M | 1,325,632 | 4 | 6 | 2 | 1.3% |
| Q2 2022 | 21 | $10.7M | 779,867 | 5 | 3 | 5 | 1.3% |
| Q1 2022 | 22 | $13.7M | 971,068 | 5 | 3 | 7 | 1.6% |
| Q4 2021 | 23 | $10.0M | 700,680 | 1 | 7 | 7 | 2.0% |
| Q3 2021 | 22 | $13.1M | 779,176 | 6 | 5 | 2 | 14.8% |
| Q2 2021 | 21 | $4.2M | 274,533 | 4 | 4 | 4 | 0.1% |
| Q1 2021 | 21 | $5.5M | 338,407 | 3 | 7 | 5 | 0.1% |
| Q4 2020 | 20 | $7.9M | 462,903 | 6 | 8 | 4 | 9.4% |
| Q3 2020 | 16 | $7.6M | 549,527 | 3 | 4 | 5 | 0.1% |
| Q2 2020 | 16 | $5.4M | 380,394 | 3 | 3 | 7 | 3.3% |
| Q1 2020 | 16 | $5.9M | 410,151 | 2 | 5 | 5 | 4.9% |
| Q4 2019 | 20 | $8.3M | 496,169 | 4 | 3 | 9 | 2.0% |
| Q3 2019 | 21 | $7.6M | 505,616 | 4 | 6 | 6 | 0.1% |
| Q2 2019 | 22 | $5.7M | 253,686 | 6 | 5 | 5 | 27.1% |
| Q1 2019 | 23 | $3.6M | 109,621 | 11 | 6 | 3 | 46.8% |
| Q4 2018 | 14 | $3.9M | 249,513 | 1 | 0 | 0 | 6.5% |