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Global X Aging Population ETF

28 hedge funds and large institutions have $26.2M invested in Global X Aging Population ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $27.1M → $26.2M (-$839K)

1.82% less ownership

Funds ownership: 45.89%44.07% (-1.8%)

7% less funds holding

Funds holding: 3028 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
10
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
$18M -$2.96M -100,000 -14%
Lido Advisors
2
Lido Advisors
California
$1.61M +$1.58M +53,410 New
PS
3
Principal Securities
Iowa
$1.07M -$5.83K -197 -0.6%
RJA
4
Raymond James & Associates
Florida
$805K +$220K +7,456 +39%
RW
5
REDW Wealth
New Mexico
$765K +$430K +14,530 +133%
Osaic Holdings
6
Osaic Holdings
Arizona
$693K -$261K -8,810 -28%
LPL Financial
7
LPL Financial
California
$639K +$1.36K +46 +0.2%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$471K +$177K +5,993 +62%
EWM
9
EPG Wealth Management
Georgia
$368K -$362K -12,249 Closed
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$337K +$331K +11,202 New
OIM
11
Oder Investment Management
California
$311K -$12.2K -412 -4%
BSG
12
Black Swift Group
Colorado
$291K +$286K +9,675 New
PCA
13
Pallas Capital Advisors
Massachusetts
$235K +$8.84K +299 +4%
SWP
14
Stratos Wealth Partners
Ohio
$218K
Franklin Resources
15
Franklin Resources
California
$104K
Bank of America
16
Bank of America
North Carolina
$75.2K -$1.63K -55 -2%
Morgan Stanley
17
Morgan Stanley
New York
$66K +$2.99K +101 +5%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$33.3K -$414 -14 -1%
GT
19
Glenmede Trust
Pennsylvania
$31.6K
GRP
20
Global Retirement Partners
California
$21.1K +$20.7K +700 New
LC
21
Lindbrook Capital
California
$11.7K
MFA
22
McClarren Financial Advisors
Pennsylvania
$11K -$9.99K -338 -92%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$7K -$1.15K -39 -15%
CA
24
Continuum Advisory
Idaho
$5.54K
RWPA
25
Richard W. Paul & Associates
Michigan
$3.79K -$1.51K -51 -29%

AGNG Hedge Fund Activity: Q2 2024 in Review

28 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Global X Aging Population ETF (AGNG) for Q2 2024, worth a combined $26.2M — down 3.1% from $27.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of AGNG and 4 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 6 added.

The largest buyer was Lido Advisors, opening a new position worth an estimated $1.58M. The largest seller was Daiwa Securities Group, cutting an estimated $2.96M.

  • 28 institutional investors held Global X Aging Population ETF (AGNG) as of Q2 2024, down from 30 in Q1 2024.
  • Funds reported $26.2M of Global X Aging Population ETF stock for Q2 2024, down 3.1% quarter-over-quarter.
  • 4 funds opened new Global X Aging Population ETF positions in Q2 2024 and 6 closed out, a net change of -2 holders.
  • The largest Global X Aging Population ETF buyer in Q2 2024 was Lido Advisors, an estimated $1.58M added.
  • The largest Global X Aging Population ETF seller in Q2 2024 was Daiwa Securities Group, an estimated $2.96M sold.

Based on aggregated 13F filings for Q2 2024.