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Global X Aging Population ETF

17 hedge funds and large institutions have $30M invested in Global X Aging Population ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

5% more capital invested

Capital invested by funds: $28.6M → $30M (+$1.5M)

1.18% more ownership

Funds ownership: 47.47%48.65% (+1.2%)

0% more funds holding

Funds holding: 1717 (0)

Holders
17
Holders Change
Holders Change %
0%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
4
Closed
3
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
$17.2M +$1.23M +40,495 +7%
PP
2
Prudential plc
United Kingdom
$3.9M -$70.1K -2,300 -2%
LPL Financial
3
LPL Financial
California
$3.27M +$874K +28,667 +34%
VNA
4
Valley National Advisers
Pennsylvania
$2.32M +$182K +5,979 +8%
Jane Street
5
Jane Street
New York
$685K +$716K +23,477 New
DAS
6
Dynamic Advisor Solutions
Arizona
$536K -$118K -3,859 -17%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$522K +$546K +17,900 New
EWM
8
EPG Wealth Management
Georgia
$415K +$43K +1,412 +11%
Wells Fargo
9
Wells Fargo
California
$413K -$30 -1 -0%
PWM
10
Perigon Wealth Management
California
$250K +$2.74K +90 +1%
ECA
11
Elevated Capital Advisors
Utah
$239K +$250K +8,193 New
OIM
12
Oder Investment Management
California
$208K -$9.05K -297 -4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$73K
Morgan Stanley
14
Morgan Stanley
New York
$15K
GWM
15
Geneos Wealth Management
Colorado
$14K
SAM
16
Strategic Asset Management
Minnesota
$14K +$15.2K +500 New
CIAS
17
Capital Investment Advisory Services
North Carolina
$5K
AWA
18
Arkadios Wealth Advisors
Georgia
-$391K -12,828 Closed
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
-$204K -6,697 Closed
Citigroup
20
Citigroup
New York
-$134K -4,400 Closed

AGNG Hedge Fund Activity: Q3 2021 in Review

17 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Global X Aging Population ETF (AGNG) for Q3 2021, worth a combined $30M — up 5.2% from $28.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new AGNG positions and 3 closed out — a net gain of 1 holder — while 5 added to existing stakes and 4 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $1.23M. The largest seller was Arkadios Wealth Advisors, exiting entirely with an estimated $391K sold.

  • 17 institutional investors held Global X Aging Population ETF (AGNG) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $30M of Global X Aging Population ETF stock for Q3 2021, up 5.2% quarter-over-quarter.
  • 4 funds opened new Global X Aging Population ETF positions in Q3 2021 and 3 closed out, a net change of +1 holder.
  • The largest Global X Aging Population ETF buyer in Q3 2021 was PNC Financial Services Group, an estimated $1.23M added.
  • The largest Global X Aging Population ETF seller in Q3 2021 was Arkadios Wealth Advisors, an estimated $391K sold.

Based on aggregated 13F filings for Q3 2021.