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Global X Aging Population ETF

24 hedge funds and large institutions have $14.5M invested in Global X Aging Population ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

26% more funds holding

Funds holding: 1924 (+5)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

18.55% less ownership

Funds ownership: 50.66%32.12% (-19%)

55% less capital invested

Capital invested by funds: $31.8M → $14.5M (-$17.3M)

Holders
24
Holders Change
+5
Holders Change %
+26.32%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$5.56M -$16.7M -600,000 -75%
Mariner
2
Mariner
Kansas
$3.11M +$3.12M +112,031 New
LPL Financial
3
LPL Financial
California
$2.15M -$167K -5,980 -7%
Citadel Advisors
4
Citadel Advisors
Florida
$805K +$470K +16,853 +139%
Jane Street
5
Jane Street
New York
$633K +$77.8K +2,791 +14%
VNA
6
Valley National Advisers
Pennsylvania
$625K -$4.88K -175 -0.8%
Wells Fargo
7
Wells Fargo
California
$356K +$28 +1 +0%
EWM
8
EPG Wealth Management
Georgia
$338K -$84 -3 -0%
OIM
9
Oder Investment Management
California
$256K +$9.97K +358 +4%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$228K -$765K -27,472 -77%
SWP
11
Stratos Wealth Partners
Ohio
$204K +$204K +7,332 New
Morgan Stanley
12
Morgan Stanley
New York
$79.8K +$1.53K +55 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$31K
Bank of America
14
Bank of America
North Carolina
$28.2K +$4.1K +147 +17%
GWM
15
Geneos Wealth Management
Colorado
$13.9K
PTC
16
Private Trust Company
Ohio
$12.5K +$12.5K +449 New
RWPA
17
Richard W. Paul & Associates
Michigan
$10.9K +$56 +2 +0.5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6K -$92.6K -3,325 -94%
RIA
19
Realta Investment Advisors
Delaware
$2.81K +$2.81K +101 New
CIAS
20
Capital Investment Advisory Services
North Carolina
$2.45K
UBS Group
21
UBS Group
Switzerland
$1.86K +$1.87K +67 New
BWS
22
Buck Wealth Strategies
Colorado
$1.33K
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$1K
Fidelity Investments
24
Fidelity Investments
Massachusetts
$28 +$28 +1 New
PP
25
Prudential plc
United Kingdom
-$4.51M -168,500 Closed

AGNG Hedge Fund Activity: Q2 2023 in Review

24 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Global X Aging Population ETF (AGNG) for Q2 2023, worth a combined $14.5M — down 55% from $31.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new AGNG positions and 1 closed out — a net gain of 5 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Mariner, opening a new position worth an estimated $3.12M. The largest seller was Daiwa Securities Group, cutting an estimated $16.7M.

  • 24 institutional investors held Global X Aging Population ETF (AGNG) as of Q2 2023, up from 19 in Q1 2023.
  • Funds reported $14.5M of Global X Aging Population ETF stock for Q2 2023, down 55% quarter-over-quarter.
  • 6 funds opened new Global X Aging Population ETF positions in Q2 2023 and 1 closed out, a net change of +5 holders.
  • The largest Global X Aging Population ETF buyer in Q2 2023 was Mariner, an estimated $3.12M added.
  • The largest Global X Aging Population ETF seller in Q2 2023 was Daiwa Securities Group, an estimated $16.7M sold.

Based on aggregated 13F filings for Q2 2023.