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Global X Aging Population ETF

23 hedge funds and large institutions have $25.6M invested in Global X Aging Population ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

22% more capital invested

Capital invested by funds: $21.1M → $25.6M (+$4.55M)

10% more funds holding

Funds holding: 2123 (+2)

3.99% more ownership

Funds ownership: 42.42%46.4% (+4%)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$19.9M +$2.64M +100,000 +17%
PS
2
Principal Securities
Iowa
$1.11M +$1.03M +38,949 New
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$970K -$145K -5,500 -14%
Citadel Advisors
4
Citadel Advisors
Florida
$714K +$662K +25,100 New
Osaic Holdings
5
Osaic Holdings
Arizona
$623K +$73.3K +2,779 +15%
LPL Financial
6
LPL Financial
California
$619K -$1.33M -50,530 -70%
Jane Street
7
Jane Street
New York
$477K -$315K -11,929 -42%
EWM
8
EPG Wealth Management
Georgia
$348K +$1.19K +45 +0.4%
OIM
9
Oder Investment Management
California
$268K +$5.3K +201 +2%
SWP
10
Stratos Wealth Partners
Ohio
$206K +$191K +7,230 New
Morgan Stanley
11
Morgan Stanley
New York
$119K +$55.3K +2,095 +100%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$65.6K +$60.7K +2,301 New
Bank of America
13
Bank of America
North Carolina
$58.4K +$1.56K +59 +3%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$30.5K -$2.22K -84 -7%
HAS
15
HBW Advisory Services
California
$28K +$26.4K +999 New
GWM
16
Geneos Wealth Management
Colorado
$14.2K
LC
17
Lindbrook Capital
California
$11.1K +$10.3K +390 New
MFA
18
McClarren Financial Advisors
Pennsylvania
$10K
RWPA
19
Richard W. Paul & Associates
Michigan
$8.31K -$2.19K -83 -22%
VNA
20
Valley National Advisers
Pennsylvania
$7K -$573K -21,717 -99%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$6K
CIAS
22
Capital Investment Advisory Services
North Carolina
$2.5K
Wells Fargo
23
Wells Fargo
California
$25
RIA
24
Realta Investment Advisors
Delaware
-$2.81K -101 Closed
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
-$1K -50 Closed

AGNG Hedge Fund Activity: Q4 2023 in Review

23 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X Aging Population ETF (AGNG) for Q4 2023, worth a combined $25.6M — up 22% from $21.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new AGNG positions and 4 closed out — a net gain of 2 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Daiwa Securities Group, adding an estimated $2.64M. The largest seller was LPL Financial, cutting an estimated $1.33M.

  • 23 institutional investors held Global X Aging Population ETF (AGNG) as of Q4 2023, up from 21 in Q3 2023.
  • Funds reported $25.6M of Global X Aging Population ETF stock for Q4 2023, up 22% quarter-over-quarter.
  • 6 funds opened new Global X Aging Population ETF positions in Q4 2023 and 4 closed out, a net change of +2 holders.
  • The largest Global X Aging Population ETF buyer in Q4 2023 was Daiwa Securities Group, an estimated $2.64M added.
  • The largest Global X Aging Population ETF seller in Q4 2023 was LPL Financial, an estimated $1.33M sold.

Based on aggregated 13F filings for Q4 2023.