Revealing the Winners and Losers: Glovista Investments LLC Q3 2022 vs. Q4 2022 Holdings Comparison

Investing in the stock market can be a daunting task, especially when it comes to managing multiple funds. As a result, 13F filings are an essential tool for investors to help them decide whether to hold, sell or buy a particular investment.

In this blog post, we will analyze the changes in holdings of Glovista Investments LLC comparing Q3 2022 to Q4 2022. This comparison will be based on the individual stocks' value and the number of shares held in both quarters.

Let's dive into the analysis.

Main Body:

The data reveals that Glovista Investments LLC increased its holdings in 10 stocks while decreasing its holdings in another 16 stocks in Q4 2022 when compared to its Q3 2022 holdings. Let's discuss them in detail.

Top Winners:

1. FLTW: Glovista Investments increased its holdings in Franklin Templeton ETF, which has a focus on the U.S. stock market, by 100%. Although the number of shares held of FLTW was zero in Q3 2022, Glovista Investments bought 403,074 shares of this stock in Q4 2022 with an approximate value of $13.2 million.

2. EPOL: iShares TR holds emerging Europe stocks, excluding Russia. Its Q4 2022 holdings increased by 56%, and shares went from 62,238 to 102,546. Glovista Investments' increased its holdings in this stock from an approximate value of $677,000 to $1.6 million, indicating that they have bullish sentiments towards the Eastern European market.

3. THD: iShares Inc's Trust is based on Thai stocks. Glovista Investments' holdings in THD increased by 22%, and shares went from 51,589 to 63,212, with an approximate value of $4.8 million in Q4 2022.

4. FLCH: Franklin Templeton's ETF has a focus on Chinese stocks. Glovista Investments' holdings in FLCH reduced by 17%, however, it still remains a top holding of the fund. Shares went from 1,685,323 to 1,408,530, with an approximate value of $28.5 million in Q3 2022 to $26.5 million in Q4 2022.

Top Losers:

1. ACWV: iShares Inc's Trust features global companies with a focus on minimum volatility. Glovista Investments' holdings in ACWV reduced by 68%, and shares went from 157,224 to 50,209, with a significant decrease from an approximate value of $14 million in Q3 2022 to $4.8 million in Q4 2022.

2. KSA: iShares TR holds Saudi Arabian stocks. Glovista Investments' holdings in KSA reduced by 24%, and shares went from 191,664 to 160,276, with a decrease in value from an approximate $7.95 million in Q3 2022 to $6.1million in Q4 2022.

3. EIDO: iShares TR holds Indonesian stocks. Glovista Investments' holdings in EIDO reduced by 30%, and shares went from 183,989 to 128,932, with an approximate value decrease from $4.3 million in Q3 2022 to $2.9 million in Q4 2022.

4. XLF: Select Sector SPDR ETF, which tracks financial stocks, had a negative change in holding for Glovista Investments. XLF's holding decreased by 89%, with shares down from 78,961 to 9,090. Although the value went from $2.4 million in Q3 2022 to $310,000 in Q4 2022, it still represents a significant sell-off by the fund.

Conclusion:

Glovista Investments LLC is making some strategic moves involving its Q3 2022 to Q4 2022 holdings. While the fund is bullish on the U.S. stock market, it is worth noting that the fund's top holdings include international-focused ETFs. However, they did decide to move away from their holdings in Select Sector SPDR ETF and reduce their holdings in iShares Inc's Trust, featuring global companies with a focus on minimum volatility.

It's worth noting that speculating on stocks or funds can be risky, even for professional investors. Therefore individual investors should do their due diligence, evaluate the fund's investment strategy, and compare that to their risk tolerance before deciding to invest.