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Global X Alternative Income ETF
ALTY

16 hedge funds and large institutions have $3.47M invested in Global X Alternative Income ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

78% more funds holding

Funds holding: 9 → 16 (+7)

64% more capital invested

Capital invested by funds: $2.11M → $3.47M (+$1.35M)

2.35% more ownership

Funds ownership: 8.32% → 10.67% (+2.4%)

Holders
16
Holders Change
+7
Holders Change %
+77.78%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
4
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIA
Regal Investment Advisors
Michigan
+$374K
2
LPL Financial
LPL Financial
California
+$189K
3
Osaic Holdings
Osaic Holdings
Arizona
+$87.2K
4
AWA
Arkadios Wealth Advisors
Georgia
+$59.6K
5
UBS Group
UBS Group
Switzerland
+$26.7K

Top Sellers

Rank Fund Capital Flow
1
EAM
Evanson Asset Management
California
-$154K
2
Bank of America
Bank of America
North Carolina
-$86.4K
3
CIAS
Capital Investment Advisory Services
North Carolina
-$1.12K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.15M -$86.4K -6,455 -7%
TCM
2
Triumph Capital Management
Colorado
$668K +$660K +49,284 New
LPL Financial
3
LPL Financial
California
$652K +$189K +14,118 +42%
RIA
4
Regal Investment Advisors
Michigan
$381K +$374K +27,979 New
Osaic Holdings
5
Osaic Holdings
Arizona
$309K +$87.2K +6,519 +40%
FFA
6
Founders Financial Alliance
North Carolina
$99K +$16.8K +1,256 +21%
AWA
7
Arkadios Wealth Advisors
Georgia
$83K +$59.6K +4,450 +259%
BFEC
8
Benjamin F. Edwards & Company
Missouri
$54K – – –
UBS Group
9
UBS Group
Switzerland
$27K +$26.7K +1,993 New
CIAS
10
Capital Investment Advisory Services
North Carolina
$22K -$1.12K -84 -5%
FGAM
11
Financial Gravity Asset Management
Texas
$14K +$1.2K +90 New
ASN
12
Advisory Services Network
Georgia
$6K +$5.71K +427 New
Simplex Trading
13
Simplex Trading
Illinois
$1K +$1.34K +100 New
EAM
14
Evanson Asset Management
California
– -$154K -12,098 Closed
Morgan Stanley
15
Morgan Stanley
New York
– +$13 +1 New
Wells Fargo
16
Wells Fargo
California
– +$13 +1 New

ALTY Hedge Fund Activity: Q2 2021 in Review

16 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X Alternative Income ETF (ALTY) for Q2 2021, worth a combined $3.47M — up 64% from $2.11M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ALTY positions and 1 closed out — a net gain of 7 holders — while 4 added to existing stakes and 2 trimmed.

The largest buyer was Regal Investment Advisors, opening a new position worth an estimated $374K. The largest seller was Evanson Asset Management, exiting entirely with an estimated $154K sold.

  • 16 institutional investors held Global X Alternative Income ETF (ALTY) as of Q2 2021, up from 9 in Q1 2021.
  • Funds reported $3.47M of Global X Alternative Income ETF stock for Q2 2021, up 64% quarter-over-quarter.
  • 8 funds opened new Global X Alternative Income ETF positions in Q2 2021 and 1 closed out, a net change of +7 holders.
  • The largest Global X Alternative Income ETF buyer in Q2 2021 was Regal Investment Advisors, an estimated $374K added.
  • The largest Global X Alternative Income ETF seller in Q2 2021 was Evanson Asset Management, an estimated $154K sold.

Based on aggregated 13F filings for Q2 2021.