Global X Alternative Income ETF
ALTY
9 hedge funds and large institutions have $3.27M invested in Global X Alternative Income ETF in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
4.68% less ownership
Funds ownership: 27.84% → 23.16% (-4.7%)
10% less capital invested
Capital invested by funds: $3.63M → $3.27M (-$360K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$98.2K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$94.9K |
| 3 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$81.7K |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
+$3.31K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$370K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$340K |
| 3 |
LPL Financial
San Diego,
California
|
-$8.18K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAG
1
Private Advisor Group
Morristown,
New Jersey
| $1.66M | -$340K | -23,119 | -17% |
|
2
Citigroup
New York
| $401K | – | – | – |
|
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $377K | +$94.9K | +6,448 | +34% |
|
|
4
LPL Financial
San Diego,
California
| $354K | -$8.18K | -556 | -2% |
|
|
RIA
5
Regal Investment Advisors
Kentwood,
Michigan
| $354K | +$81.7K | +5,549 | +30% |
|
|
CFA
6
Carroll Financial Associates
Charlotte,
North Carolina
| $99K | +$98.2K | +6,671 | New |
|
|
AG
7
Advisor Group
Phoenix,
Arizona
| $14K | – | – | – |
|
|
CF
8
Centaurus Financial
Anaheim,
California
| $3K | +$3.31K | +225 | New |
|
9
Bank of America
Charlotte,
North Carolina
| $2K | – | – | – |
|
|
10
Jane Street
New York
| – | -$370K | -25,545 | Closed |
|
|
SWP
11
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$3K | -200 | Closed |
|
ALTY Hedge Fund Activity: Q2 2018 in Review
9 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Global X Alternative Income ETF (ALTY) for Q2 2018, worth a combined $3.27M — down 9.9% from $3.63M a quarter earlier.
Fund positioning in ALTY was balanced in Q2 2018: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Carroll Financial Associates, opening a new position worth an estimated $98.2K. The largest seller was Jane Street, exiting entirely with an estimated $370K sold.
- 9 institutional investors held Global X Alternative Income ETF (ALTY) as of Q2 2018, unchanged from Q1 2018.
- Funds reported $3.27M of Global X Alternative Income ETF stock for Q2 2018, down 9.9% quarter-over-quarter.
- 2 funds opened new Global X Alternative Income ETF positions in Q2 2018 and 2 closed out, a net change of 0 holders.
- The largest Global X Alternative Income ETF buyer in Q2 2018 was Carroll Financial Associates, an estimated $98.2K added.
- The largest Global X Alternative Income ETF seller in Q2 2018 was Jane Street, an estimated $370K sold.
Based on aggregated 13F filings for Q2 2018.