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Global X Aging Population ETF

20 hedge funds and large institutions have $10.4M invested in Global X Aging Population ETF in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 2120 (-1)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

20.35% less ownership

Funds ownership: 46.05%25.7% (-20%)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

56% less capital invested

Capital invested by funds: $23.8M → $10.4M (-$13.4M)

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
1
Prudential plc
United Kingdom
$3.41M
VNA
2
Valley National Advisers
Pennsylvania
$1.82M +$760K +26,852 +70%
DAS
3
Dynamic Advisor Solutions
Arizona
$1.03M +$376K +13,279 +55%
LPL Financial
4
LPL Financial
California
$926K +$59.9K +2,114 +7%
Goldman Sachs
5
Goldman Sachs
New York
$646K -$17.3K -610 -3%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$481K -$353K -12,467 -42%
Wells Fargo
7
Wells Fargo
California
$393K
ECA
8
Elevated Capital Advisors
Utah
$343K +$46.2K +1,633 +16%
Jane Street
9
Jane Street
New York
$316K +$323K +11,393 New
EWM
10
EPG Wealth Management
Georgia
$273K -$4.64K -164 -2%
AWA
11
Arkadios Wealth Advisors
Georgia
$272K -$4.67K -165 -2%
OIM
12
Oder Investment Management
California
$206K
Citigroup
13
Citigroup
New York
$122K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$69K -$21.8K -770 -24%
GWM
15
Geneos Wealth Management
Colorado
$14K
Morgan Stanley
16
Morgan Stanley
New York
$14K
MF
17
Manchester Financial
California
$5K
CIAS
18
Capital Investment Advisory Services
North Carolina
$5K +$5.04K +178 New
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$2K
SFS
20
Sowell Financial Services
Arkansas
$2K +$2.41K +85 New
Daiwa Securities Group
21
Daiwa Securities Group
Japan
-$13.9M -499,650 Closed
Citadel Advisors
22
Citadel Advisors
Florida
-$350K -12,494 Closed
BWA
23
BDO Wealth Advisors
Florida
-$207K -7,409 Closed
FCH
24
Freestone Capital Holdings
Washington
-$31K -1,109 Closed

AGNG Hedge Fund Activity: Q1 2021 in Review

20 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Global X Aging Population ETF (AGNG) for Q1 2021, worth a combined $10.4M — down 56% from $23.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of AGNG and 3 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 4 added.

The largest buyer was Valley National Advisers, adding an estimated $760K. The largest seller was Daiwa Securities Group, exiting entirely with an estimated $13.9M sold.

  • 20 institutional investors held Global X Aging Population ETF (AGNG) as of Q1 2021, down from 21 in Q4 2020.
  • Funds reported $10.4M of Global X Aging Population ETF stock for Q1 2021, down 56% quarter-over-quarter.
  • 3 funds opened new Global X Aging Population ETF positions in Q1 2021 and 4 closed out, a net change of -1 holder.
  • The largest Global X Aging Population ETF buyer in Q1 2021 was Valley National Advisers, an estimated $760K added.
  • The largest Global X Aging Population ETF seller in Q1 2021 was Daiwa Securities Group, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2021.