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Global X Aging Population ETF

19 hedge funds and large institutions have $31.8M invested in Global X Aging Population ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more capital invested

Capital invested by funds: $10.4M → $31.8M (+$21.4M)

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

25.57% more ownership

Funds ownership: 25.1%50.66% (+26%)

10% less funds holding

Funds holding: 2119 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% 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
6
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$21.4M +$21.2M +800,000 New
PP
2
Prudential plc
United Kingdom
$4.51M
LPL Financial
3
LPL Financial
California
$2.23M -$239K -9,007 -10%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$956K +$332K +12,501 +54%
VNA
5
Valley National Advisers
Pennsylvania
$639K +$14.6K +548 +2%
Jane Street
6
Jane Street
New York
$535K +$141K +5,316 +36%
Wells Fargo
7
Wells Fargo
California
$343K -$14K -526 -4%
EWM
8
EPG Wealth Management
Georgia
$325K +$239 +9 +0.1%
Citadel Advisors
9
Citadel Advisors
Florida
$325K +$322K +12,117 New
OIM
10
Oder Investment Management
California
$237K +$13.8K +518 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$95K
Morgan Stanley
12
Morgan Stanley
New York
$75.5K +$16.4K +617 +28%
Osaic Holdings
13
Osaic Holdings
Arizona
$29.9K -$53.7K -2,022 -64%
Bank of America
14
Bank of America
North Carolina
$23.2K
GWM
15
Geneos Wealth Management
Colorado
$13.4K
RWPA
16
Richard W. Paul & Associates
Michigan
$10.5K -$53 -2 -0.5%
CIAS
17
Capital Investment Advisory Services
North Carolina
$2.36K +$2.34K +88 New
BWS
18
Buck Wealth Strategies
Colorado
$1.31K +$1.51K +57 New
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$1K
OMC
20
Old Mission Capital
Illinois
-$688K -26,274 Closed
UBS Group
21
UBS Group
Switzerland
-$81.8K -3,125 Closed
MCC
22
Money Concepts Capital
Florida
-$37.2K -1,421 Closed
TRCT
23
Tower Research Capital (TRC)
New York
-$5K -175 Closed
NA
24
NewEdge Advisors
Louisiana
-$2.65K -101 Closed
RIA
25
Realta Investment Advisors
Delaware
-$2.65K -101 Closed

AGNG Hedge Fund Activity: Q1 2023 in Review

19 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Global X Aging Population ETF (AGNG) for Q1 2023, worth a combined $31.8M — up 206% from $10.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of AGNG and 4 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 6 added.

The largest buyer was Daiwa Securities Group, opening a new position worth an estimated $21.2M. The largest seller was Old Mission Capital, exiting entirely with an estimated $688K sold.

  • 19 institutional investors held Global X Aging Population ETF (AGNG) as of Q1 2023, down from 21 in Q4 2022.
  • Funds reported $31.8M of Global X Aging Population ETF stock for Q1 2023, up 206% quarter-over-quarter.
  • 4 funds opened new Global X Aging Population ETF positions in Q1 2023 and 6 closed out, a net change of -2 holders.
  • The largest Global X Aging Population ETF buyer in Q1 2023 was Daiwa Securities Group, an estimated $21.2M added.
  • The largest Global X Aging Population ETF seller in Q1 2023 was Old Mission Capital, an estimated $688K sold.

Based on aggregated 13F filings for Q1 2023.