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Global X Alternative Income ETF

18 hedge funds and large institutions have $10.2M invested in Global X Alternative Income ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

33% more capital invested

Capital invested by funds: $7.65M → $10.2M (+$2.54M)

6.21% more ownership

Funds ownership: 20.81%27.01% (+6.2%)

0% more funds holding

Funds holding: 1818 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
18
Holders Change
Holders Change %
0%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$4.68M +$1.22M +94,969 +36%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$1.8M +$1.77M +137,807 New
TCM
3
Triumph Capital Management
Colorado
$1.07M +$439K +34,074 +71%
LPL Financial
4
LPL Financial
California
$907K +$45.9K +3,564 +5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$409K +$26.2K +2,035 +7%
Jane Street
6
Jane Street
New York
$397K +$392K +30,490 New
T
7
TRUADVICE
Florida
$249K +$262K +20,319 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$233K +$70.1K +5,444 +44%
EP
9
Eudaimonia Partners
Tennessee
$163K +$161K +12,477 New
FFA
10
Founders Financial Alliance
North Carolina
$147K +$15.9K +1,232 +12%
Bank of America
11
Bank of America
North Carolina
$113K -$774K -60,106 -87%
TRCT
12
Tower Research Capital (TRC)
New York
$11K +$10.4K +810 New
Koshinski Asset Management
13
Koshinski Asset Management
Illinois
$10.7K +$206 +16 +2%
PFGIA
14
Patriot Financial Group Insurance Agency
Massachusetts
$7K
FGAM
15
Financial Gravity Asset Management
Texas
$1.17K
CIAS
16
Capital Investment Advisory Services
North Carolina
$1K -$19.3K -1,500 -94%
UBS Group
17
UBS Group
Switzerland
$1K -$438 -34 -47%
HT
18
HAP Trading
New York
-$436K -32,496 Closed
RIA
19
Regal Investment Advisors
Michigan
-$407K -30,335 Closed
BFEC
20
Benjamin F. Edwards & Company
Missouri
-$54K -4,000 Closed
AWM
21
Avior Wealth Management
Nebraska
-$20K -1,500 Closed
Wells Fargo
22
Wells Fargo
California
-$13 -1 Closed

ALTY Hedge Fund Activity: Q1 2022 in Review

18 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Global X Alternative Income ETF (ALTY) for Q1 2022, worth a combined $10.2M — up 33% from $7.65M a quarter earlier.

Fund positioning in ALTY was balanced in Q1 2022: 5 funds opened new positions, 5 closed out, 7 added to existing stakes and 3 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $1.77M. The largest seller was Bank of America, cutting an estimated $774K.

  • 18 institutional investors held Global X Alternative Income ETF (ALTY) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $10.2M of Global X Alternative Income ETF stock for Q1 2022, up 33% quarter-over-quarter.
  • 5 funds opened new Global X Alternative Income ETF positions in Q1 2022 and 5 closed out, a net change of 0 holders.
  • The largest Global X Alternative Income ETF buyer in Q1 2022 was Cetera Investment Advisers, an estimated $1.77M added.
  • The largest Global X Alternative Income ETF seller in Q1 2022 was Bank of America, an estimated $774K sold.

Based on aggregated 13F filings for Q1 2022.