GI
Glovista Investments LLC Historical SEC 13F Holdings & Archive (Q4 2023)
Glovista Investments LLCCIK: 0001546283
Sector-focusedDiversified strategyLong-term holder
Total reported value
$215.3M
Reporting period: 2023-12-31 · Number of holdings: 40
Glovista Investments LLC disclosed 40 holdings in its latest 13F filing for the period ending 2023-12-31, with total reported value of $215.3M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 21.85
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 100
- Diversification
- 80
- Sizing Uniformity
- 88.98
Glovista Investments LLC's disclosed holdings carry a Herfindahl concentration index of 0.055 — mathematically equivalent to about 18 equally-sized positions, well below its 40 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 1.10), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 3% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | INDA | Ishares Msci India ETF | ETF-Other | 11.39% | — | -9.37% | |
| 2 | FLCH | Franklin Ftse China ETF | ETF-Emerging Markets | 9.84% | — | -0.57% | |
| 3 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 6.80% | — | +52.87% | |
| 4 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 6.51% | — | — | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 6.36% | — | +98.80% | |
| 6 | FLTW | Franklin Ftse Taiwan ETF | ETF-Other | 5.81% | — | -0.58% | |
| 7 | EWY | Ishares Msci South Korea ETF | ETF-Other | 4.73% | — | +74.22% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.66% | — | — | |
| 9 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 4.38% | — | -9.59% | |
| 10 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 4.20% | — | — | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.24% | — | — | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.04% | — | +10.83% | |
| 13 | EWW | Ishares Msci Mexico ETF | ETF-Other | 3.02% | — | +22.99% | |
| 14 | FLKR | Franklin Ftse South Korea | ETF-Other | 2.98% | — | -0.51% | |
| 15 | KSA | Ishrs Msci Saudi Arabia ETF | ETF-Other | 2.90% | — | -11.27% | |
| 16 | EWT | Ishares Msci Taiwan ETF | ETF-Other | 2.85% | — | +51.55% | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.55% | — | — | |
| 18 | XEMDX | Western Asset Emrg Mrkt Dbt | Stock-Other | 1.91% | — | -4.63% | |
| 19 | EAPR | Innovator Emerging Markets P | ETF-Emerging Markets | 1.62% | — | -2.47% | |
| 20 | EZA | Ishares Msci South Africa Et | ETF-Other | 1.41% | — | -39.48% | |
| 21 | THD | Ishares Msci Thailand ETF | ETF-Other | 1.33% | — | +75.51% | |
| 22 | ECH | Ishares Msci Chile ETF | ETF-Other | 1.10% | — | +235.12% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.92% | — | -46.33% | |
| 24 | QAT | Ishares Msci Qatar ETF | ETF-Other | 0.71% | — | -0.54% | |
| 25 | EPOL | Ishares Msci Poland ETF | ETF-Other | 0.61% | — | +49.17% | |
| 26 | KWT | Ishares Msci Kuwait ETF | ETF-Other | 0.56% | — | -0.53% | |
| 27 | EPHE | Ishares Msci Philippines ETF | ETF-Other | 0.56% | — | -53.43% | |
| 28 | UAE | Ishares Msci Uae ETF | ETF-Other | 0.51% | — | -61.51% | |
| 29 | EWM | Ishares Msci Malaysia ETF | ETF-Other | 0.51% | — | -49.47% | |
| 30 | TUR | Ishares Msci Turkey ETF | ETF-Other | 0.45% | — | -0.55% | |
| 31 | EIDO | Ishares Msci Indonesia ETF | ETF-Other | 0.40% | — | -68.28% | |
| 32 | IAU | Ishares Gold Trust | ETF-Commodities | 0.38% | — | -20.68% | |
| 33 | GXC | State Street Spdr S&p China | ETF-Emerging Markets | 0.29% | — | -0.48% | |
| 34 | GREK | Global X Msci Greece ETF | ETF-Other | 0.28% | — | -0.54% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.27% | — | — | |
| 36 | FXE | Invesco Currencyshares Euro | ETF-Other | 0.26% | — | — | |
| 37 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.22% | — | -5.68% | |
| 38 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.22% | — | — | |
| 39 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.15% | — | -67.14% | |
| 40 | CHIXUSD | Global X Msci China Financia | ETF-Emerging Markets | 0.05% | — | — |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Portfolio Performance
Performance for Q3 2026
+0.1%
Performance Last 4 Quarters
+30.4%
- Stdev
- +12.8%
- Beta
- +0.72
- Alpha
- +4.7%
- Max Drawdown
- -7.8%
- Annualized Perf
- +20%
- Batting Avg vs S&P
- +47.2%
- Sortino
- +2.98
- Stutzer
- +0.43
- Treynor
- +0.27
- Sterling
- +1.29
- Calmar
- +2.56
- Information Ratio
- -0.09
- Tracking Error
- +9.4%
- Stdev Down
- +6.4%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +42.3%
- Worst 12 Months
- +7.4%
- Efficiency Ratio
- +0.63
- Sharpe
- +1.5
- Stdev Sectors
- +43.1%
- Skewness
- -0.18
- Kurtosis
- +0.1
- Upside Potential
- +4.49
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2023 Q4 | 40 | $215.3M | 0 | ||
| 2023 Q3 | 36 | $168.6M | 0 | ||
| 2023 Q2 | 36 | $189.1M | 0 | ||
| 2023 Q1 | 39 | $164.5M | 0 | ||
| 2022 Q4 | 48 | $201.4M | 0 | ||
| 2022 Q3 | 34 | $191.1M | 0 | ||
| 2022 Q2 | 48 | $242.5M | 0 | ||
| 2022 Q1 | 54 | $336.4M | 0 | ||
| 2021 Q4 | 63 | $362.3M | 0 | ||
| 2021 Q3 | 61 | $343.1M | 0 | ||
| 2021 Q2 | 106 | $422.9M | 62 | ||
| 2021 Q1 | 104 | $328.0M | 61 | ||
| 2020 Q4 | 112 | $307.2M | 63 | ||
| 2020 Q3 | 96 | $281.8M | 64 | ||
| 2020 Q2 | 77 | $257.3M | 86 | ||
| 2020 Q1 | 84 | $192.5M | 81 | ||
| 2019 Q4 | 92 | $304.2M | 54 | ||
| 2019 Q3 | 86 | $277.3M | 86 | ||
| 2019 Q2 | 94 | $307.2M | 57 | ||
| 2019 Q1 | 80 | $318.6M | 69 | ||
| 2018 Q4 | 85 | $353.9M | 72 | ||
| 2018 Q3 | 94 | $384.6M | 92 | ||
| 2018 Q2 | 103 | $407.1M | 91 | ||
| 2018 Q1 | 82 | $451.5M | 87 | ||
| 2017 Q4 | 90 | $501.9M | 91 | ||
| 2017 Q3 | 105 | $523.5M | 69 | ||
| 2017 Q2 | 109 | $455.8M | 76 | ||
| 2017 Q1 | 107 | $445.3M | 89 | ||
| 2016 Q4 | 81 | $559.7M | 100 | ||
| 2016 Q3 | 84 | $519.7M | 100 | ||
| 2016 Q2 | 94 | $561.2M | 100 | ||
| 2016 Q1 | 84 | $601.2M | 100 | ||
| 2015 Q4 | 74 | $602.7M | 100 | ||
| 2015 Q3 | 63 | $691.2M | 100 | ||
| 2015 Q2 | 69 | $872.3M | 100 | ||
| 2015 Q1 | 77 | $902.7M | 100 | ||
| 2014 Q4 | 75 | $782.6M | 96 | ||
| 2014 Q3 | 78 | $763.6M | 82 | ||
| 2014 Q2 | 86 | $712.0M | 91 | ||
| 2014 Q1 | 86 | $591.9M | 81 | ||
| 2013 Q4 | 77 | $612.0M | 89 | ||
| 2013 Q3 | 74 | $559.2M | 88 | ||
| 2013 Q2 | 51 | $446.7M | 0 |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Glovista Investments LLC and what type of investor is it?
Glovista Investments LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2023-12-31), the firm manages a tracked equity portfolio valued at approximately $215.3M, spread across 40 disclosed positions.
What are Glovista Investments LLC's largest equity positions?
Based on the latest 13F filing, Glovista Investments LLC's top holdings by market value are:
1. Ishares Msci India ETF (INDA) — $24.5M (11.4%)
2. Franklin Ftse China ETF (FLCH) — $21.2M (9.8%)
3. Ishares Msci China ETF (MCHI) — $14.6M (6.8%)
4. Ishares Msci Acwi Ex US ETF (ACWX) — $14.0M (6.5%)
5. Invesco S&p 500 Equal Weight (RSP) — $13.7M (6.4%)
What changes did Glovista Investments LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Glovista Investments LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Glovista Investments LLC focus on?
Glovista Investments LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 93.1%
• Consumer Discretionary: 6.9%
Investment Profile
Glovista Investments LLC returned an annualized 20.0% over the trailing 36 months — outperforming the S&P 500 by 4.7 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.72 (less volatile than the market) and a 47% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 93.1% of the portfolio concentrated in Information Technology.
It has added to its RSP position over the past two quarters (+$12.5M, now $13.7M), while trimming FLCH over the same stretch (-$2.9M, still holding $21.2M).
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Developer Access
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