We are live on ! Find out more
AGNG icon

Global X Aging Population ETF

21 hedge funds and large institutions have $21.1M invested in Global X Aging Population ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more capital invested

Capital invested by funds: $14.5M → $21.1M (+$6.59M)

10.3% more ownership

Funds ownership: 32.12%42.42% (+10%)

13% less funds holding

Funds holding: 2421 (-3)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
21
Holders Change
-3
Holders Change %
-12.5%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$15.6M +$10.9M +400,000 +200%
LPL Financial
2
LPL Financial
California
$1.88M -$141K -5,158 -7%
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$1.01M +$1.08M +39,600 New
Jane Street
4
Jane Street
New York
$747K +$162K +5,933 +26%
VNA
5
Valley National Advisers
Pennsylvania
$572K -$12.3K -452 -2%
Osaic Holdings
6
Osaic Holdings
Arizona
$498K +$491K +18,015 +1,614%
EWM
7
EPG Wealth Management
Georgia
$317K +$1.61K +59 +0.5%
OIM
8
Oder Investment Management
California
$240K
Morgan Stanley
9
Morgan Stanley
New York
$54.4K -$21.2K -779 -27%
Bank of America
10
Bank of America
North Carolina
$51.9K +$26.7K +981 +97%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$30.1K +$31.5K +1,155 +115,500%
GWM
12
Geneos Wealth Management
Colorado
$13K
RWPA
13
Richard W. Paul & Associates
Michigan
$9.76K -$518 -19 -5%
MFA
14
McClarren Financial Advisors
Pennsylvania
$9K +$9.98K +366 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$6K
RIA
16
Realta Investment Advisors
Delaware
$2.81K
CIAS
17
Capital Investment Advisory Services
North Carolina
$2.29K
UBS Group
18
UBS Group
Switzerland
$1.17K -$600 -22 -33%
BWS
19
Buck Wealth Strategies
Colorado
$1.17K -$327 -12 -21%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$1K
Wells Fargo
21
Wells Fargo
California
$23 -$349K -12,800 -100%
Mariner
22
Mariner
Kansas
-$3.11M -112,031 Closed
Citadel Advisors
23
Citadel Advisors
Florida
-$805K -28,970 Closed
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$228K -8,218 Closed
SWP
25
Stratos Wealth Partners
Ohio
-$204K -7,332 Closed

AGNG Hedge Fund Activity: Q3 2023 in Review

21 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Global X Aging Population ETF (AGNG) for Q3 2023, worth a combined $21.1M — up 46% from $14.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of AGNG and 2 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 6 added.

The largest buyer was Daiwa Securities Group, adding an estimated $10.9M. The largest seller was Mariner, exiting entirely with an estimated $3.11M sold.

  • 21 institutional investors held Global X Aging Population ETF (AGNG) as of Q3 2023, down from 24 in Q2 2023.
  • Funds reported $21.1M of Global X Aging Population ETF stock for Q3 2023, up 46% quarter-over-quarter.
  • 2 funds opened new Global X Aging Population ETF positions in Q3 2023 and 5 closed out, a net change of -3 holders.
  • The largest Global X Aging Population ETF buyer in Q3 2023 was Daiwa Securities Group, an estimated $10.9M added.
  • The largest Global X Aging Population ETF seller in Q3 2023 was Mariner, an estimated $3.11M sold.

Based on aggregated 13F filings for Q3 2023.