Macroview Investment Management LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison

As investment management firms, mutual funds, pension funds, and other institutional investors manage and analyze a wide range of securities, they need to reveal their 13F holdings every quarter, according to the Securities Exchange Act of 1934. These filings disclose institutional investment managers' equity holdings at the end of each quarter, increasing transparency in financial markets. Macroview Investment Management LLC recently disclosed its quarterly 13F holdings, revealing their updated equity investments.

SPDR Gold Trust continues to be the most significant holding of Macroview Investment Management LLC, indicating a return to their bullish outlook on gold. With 239,842 shares valued at $3,381, this position recorded a slight decrease from the last quarter. The other top holdings in their portfolio include iShares TR, INVESCO QQQ TR, and SPROTT PHYSICAL GOLD TR.

The firm also revealed its modified positions for SPDR Funds, Innovator ETFs, and Global X Funds. In the SPDR Gold Trust, the company reduced its shares from 14939 to 14764 but increased the value from $2,534K to $2,705K. Meanwhile, in the Innovator ETFs Trust, the IJAN ETF shares rose to 52,583, while in the Global X Funds, the CLOU ETF shares grew to 28,165.

It is interesting to see Macroview Investment Management LLC adding to its holdings in some ETF categories. The company increased its position in the iShares TR from 31,334 to 40,642, representing a rise of 29.6%. Another ETF in which the company added to its holdings is INVESCO QQQ TR, where shares rose from 6,665 to 6,745.

On the other hand, Macroview Investment Management LLC lowered its position in some holdings. For instance, they reduced their iShares TR shares from 14,382 to 14,449. Similarly, the company lowered its position in SPDR Index Shares Funds from 9,056 to 9,902 shares.

Regarding the percentage of changes, HYMB SPDR Ser Tr recorded the most significant decrease of 26.8%, where shares fell from 4,884 to 6,988. In contrast, PHYS SPROTT PHYSICAL GOLD TR posted the highest increase of 9.6%, and iShares TR followed with a 40.7% increase in its shares.

In summary, Macroview Investment Management LLC's 13F filings demonstrate the company's investment strategy's adjustments over the past quarter. While the majority of the positions remained unchanged, the company's changes in holdings reflect their bullish outlook on ETFs like iShares TR, Innovator ETFs Trust, and Global X Funds, shifting from SPDR Index Shares Funds. As financial markets continue to fluctuate, monitoring institutional investors' holdings can provide insights into market trends and investors' perceptions of risk and return.