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Global X Alternative Income ETF

18 hedge funds and large institutions have $3.3M invested in Global X Alternative Income ETF in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

5.2% less ownership

Funds ownership: 29.42%24.22% (-5.2%)

5% less funds holding

Funds holding: 1918 (-1)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

59% less capital invested

Capital invested by funds: $8.05M → $3.3M (-$4.75M)

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$915K +$240K +18,180 +21%
HT
2
HAP Trading
New York
$515K +$774K +58,607 New
Citadel Advisors
3
Citadel Advisors
Florida
$497K +$166K +12,584 +29%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$495K -$57.6K -4,358 -7%
LPL Financial
5
LPL Financial
California
$201K +$73.5K +5,560 +32%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$200K +$301K +22,761 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$170K -$83.7K -6,332 -25%
BFEC
8
Benjamin F. Edwards & Company
Missouri
$132K +$62.1K +4,700 +46%
CFA
9
Carroll Financial Associates
North Carolina
$58K
AWA
10
Arkadios Wealth Advisors
Georgia
$49.2K -$11.3K -855 -13%
UBS Group
11
UBS Group
Switzerland
$29K -$7.24K -548 -14%
CIAS
12
Capital Investment Advisory Services
North Carolina
$13K
GWM
13
Geneos Wealth Management
Colorado
$13K
Osaic Holdings
14
Osaic Holdings
Arizona
$8K +$11.9K +900 New
Wells Fargo
15
Wells Fargo
California
$2K -$3.85K -291 -56%
PAG
16
Private Advisor Group
New Jersey
-$2.23M -150,420 Closed
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
-$631K -42,670 Closed
RIA
18
Regal Investment Advisors
Michigan
-$630K -42,612 Closed
SCA
19
Sage Capital Advisors
South Dakota
-$407K -27,515 Closed
Jane Street
20
Jane Street
New York
-$227K -15,334 Closed
MAM
21
Meeder Asset Management
Ohio
-$2.72K -206 -94%
Fidelity Investments
22
Fidelity Investments
Massachusetts
+$13 +1 New
OPS
23
Orion Portfolio Solutions
Nebraska
+$172 +13 New

ALTY Hedge Fund Activity: Q1 2020 in Review

18 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Global X Alternative Income ETF (ALTY) for Q1 2020, worth a combined $3.3M — down 59% from $8.05M a quarter earlier.

Fund positioning in ALTY was balanced in Q1 2020: 5 funds opened new positions, 5 closed out, 4 added to existing stakes and 6 trimmed.

The largest buyer was HAP Trading, opening a new position worth an estimated $774K. The largest seller was Private Advisor Group, exiting entirely with an estimated $2.23M sold.

  • 18 institutional investors held Global X Alternative Income ETF (ALTY) as of Q1 2020, down from 19 in Q4 2019.
  • Funds reported $3.3M of Global X Alternative Income ETF stock for Q1 2020, down 59% quarter-over-quarter.
  • 5 funds opened new Global X Alternative Income ETF positions in Q1 2020 and 5 closed out, a net change of 0 holders.
  • The largest Global X Alternative Income ETF buyer in Q1 2020 was HAP Trading, an estimated $774K added.
  • The largest Global X Alternative Income ETF seller in Q1 2020 was Private Advisor Group, an estimated $2.23M sold.

Based on aggregated 13F filings for Q1 2020.