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Global X Aging Population ETF

30 hedge funds and large institutions have $27.1M invested in Global X Aging Population ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

30% more funds holding

Funds holding: 2330 (+7)

6% more capital invested

Capital invested by funds: $25.6M → $27.1M (+$1.48M)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

0.51% less ownership

Funds ownership: 46.4%45.89% (-0.51%)

Holders
30
Holders Change
+7
Holders Change %
+30.43%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
7
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$21.1M
PS
2
Principal Securities
Iowa
$1.08M -$93.1K -3,198 -8%
Osaic Holdings
3
Osaic Holdings
Arizona
$959K +$290K +9,951 +45%
LPL Financial
4
LPL Financial
California
$638K -$16.2K -555 -3%
RJA
5
Raymond James & Associates
Florida
$582K +$562K +19,321 New
Citadel Advisors
6
Citadel Advisors
Florida
$514K -$234K -8,030 -32%
EWM
7
EPG Wealth Management
Georgia
$369K
RW
8
REDW Wealth
New Mexico
$328K +$317K +10,904 New
OIM
9
Oder Investment Management
California
$324K +$39.1K +1,345 +14%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$291K +$282K +9,677 New
PCA
11
Pallas Capital Advisors
Massachusetts
$222K +$214K +7,357 New
SWP
12
Stratos Wealth Partners
Ohio
$218K +$87 +3 +0%
Franklin Resources
13
Franklin Resources
California
$104K +$100K +3,444 New
JP Morgan Chase
14
JP Morgan Chase
New York
$89.5K +$86.5K +2,972 New
Bank of America
15
Bank of America
North Carolina
$77K +$14.6K +502 +24%
Morgan Stanley
16
Morgan Stanley
New York
$63K -$61K -2,095 -50%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$33.7K +$1.37K +47 +4%
GT
18
Glenmede Trust
Pennsylvania
$31.6K +$30.6K +1,050 New
HAS
19
HBW Advisory Services
California
$28K
MFA
20
McClarren Financial Advisors
Pennsylvania
$12K +$58 +2 +0.5%
LC
21
Lindbrook Capital
California
$11.7K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$8K +$1.14K +39 +18%
CA
23
Continuum Advisory
Idaho
$5.43K +$5.36K +184 New
RWPA
24
Richard W. Paul & Associates
Michigan
$5.34K -$3.35K -115 -39%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$3.2K -$63.9K -2,195 -95%

AGNG Hedge Fund Activity: Q1 2024 in Review

30 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X Aging Population ETF (AGNG) for Q1 2024, worth a combined $27.1M — up 5.8% from $25.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AGNG positions and 3 closed out — a net gain of 7 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $562K. The largest seller was Mackenzie Financial, exiting entirely with an estimated $970K sold.

  • 30 institutional investors held Global X Aging Population ETF (AGNG) as of Q1 2024, up from 23 in Q4 2023.
  • Funds reported $27.1M of Global X Aging Population ETF stock for Q1 2024, up 5.8% quarter-over-quarter.
  • 10 funds opened new Global X Aging Population ETF positions in Q1 2024 and 3 closed out, a net change of +7 holders.
  • The largest Global X Aging Population ETF buyer in Q1 2024 was Raymond James & Associates, an estimated $562K added.
  • The largest Global X Aging Population ETF seller in Q1 2024 was Mackenzie Financial, an estimated $970K sold.

Based on aggregated 13F filings for Q1 2024.