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Global X Aging Population ETF

17 hedge funds and large institutions have $28.6M invested in Global X Aging Population ETF in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more capital invested

Capital invested by funds: $10.4M → $28.6M (+$18.2M)

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

21.77% more ownership

Funds ownership: 25.7%47.47% (+22%)

15% less funds holding

Funds holding: 2017 (-3)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
17
Holders Change
-3
Holders Change %
-15%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$16.8M +$16M +548,663 New
PP
2
Prudential plc
United Kingdom
$4.17M +$398K +13,600 +11%
LPL Financial
3
LPL Financial
California
$2.56M +$1.47M +50,313 +151%
VNA
4
Valley National Advisers
Pennsylvania
$2.24M +$234K +8,001 +12%
DAS
5
Dynamic Advisor Solutions
Arizona
$679K -$440K -15,037 -40%
Wells Fargo
6
Wells Fargo
California
$433K
EWM
7
EPG Wealth Management
Georgia
$392K +$87.7K +2,999 +31%
AWA
8
Arkadios Wealth Advisors
Georgia
$391K +$87.7K +3,000 +31%
PWM
9
Perigon Wealth Management
California
$259K +$248K +8,477 New
OIM
10
Oder Investment Management
California
$227K
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$204K -$311K -10,635 -61%
Citigroup
12
Citigroup
New York
$134K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$76K
GWM
14
Geneos Wealth Management
Colorado
$15K
Morgan Stanley
15
Morgan Stanley
New York
$15K
CIAS
16
Capital Investment Advisory Services
North Carolina
$5K
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$2K
Goldman Sachs
18
Goldman Sachs
New York
-$646K -23,290 Closed
Jane Street
19
Jane Street
New York
-$316K -11,393 Closed
MF
20
Manchester Financial
California
-$5K -165 Closed
SFS
21
Sowell Financial Services
Arkansas
-$2K -85 Closed

AGNG Hedge Fund Activity: Q2 2021 in Review

17 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Global X Aging Population ETF (AGNG) for Q2 2021, worth a combined $28.6M — up 176% from $10.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of AGNG and 2 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 5 added.

The largest buyer was PNC Financial Services Group, opening a new position worth an estimated $16M. The largest seller was Goldman Sachs, exiting entirely with an estimated $646K sold.

  • 17 institutional investors held Global X Aging Population ETF (AGNG) as of Q2 2021, down from 20 in Q1 2021.
  • Funds reported $28.6M of Global X Aging Population ETF stock for Q2 2021, up 176% quarter-over-quarter.
  • 2 funds opened new Global X Aging Population ETF positions in Q2 2021 and 4 closed out, a net change of -2 holders.
  • The largest Global X Aging Population ETF buyer in Q2 2021 was PNC Financial Services Group, an estimated $16M added.
  • The largest Global X Aging Population ETF seller in Q2 2021 was Goldman Sachs, an estimated $646K sold.

Based on aggregated 13F filings for Q2 2021.