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ETF MANAGERS GROUP, LLC

Mutual Fund
Location
Summit, NJ
Portfolio Value
Mid $2,164,930,856
Diversification
Diversified
Filing Date
Global Rank
#825 / 6,873 ▲ 77 · as of Mar 2023
Top Industry
Software - Infrastructure 44.6%
3Y Alpha vs SPY
-0.4%
Period ended 3 years ago
Filed Apr 18, 2023 · 3y
13 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+75.0%
SPY
+76.8%
Annualised alpha
-0.4%
Max drawdown
−20.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

543 positions · as of Mar 31, 2023 · Δ vs Dec 31, 2022
Top Position
4.3%
+0.4 pts
Top 5
17.4%
−1.4 pts
Top 10
32.5%
−3.1 pts
HHI
173
Jun 2020 → Mar 2023 · range 112 – 198
Diversified−25

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2023
Sector % Portfolio Value
Technology 61.2% $1,324,363,777
Basic Materials 11.3% $244,522,689
Financial Services 8.0% $173,212,072
Industrials 5.3% $114,128,132
Consumer Cyclical 4.8% $103,203,926
Healthcare 3.4% $73,684,421
Real Estate 1.8% $40,034,172
Communication Services 1.4% $30,438,543
Unclassified 1.3% $29,201,939
Consumer Defensive 1.2% $26,589,275
Utilities 0.2% $3,377,334
Energy 0.1% $2,174,576

Last Quarter's Activity

Export CSV
Mar 31, 2023 vs Dec 31, 2022

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
543 positions · $2,164,930,856 total · as of Mar 31, 2023
Showing 1–50 of 543 positions by value · page 1 of 11
Ticker Company Shares Value (USD) % of Portfolio History