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Global X Alternative Income ETF

16 hedge funds and large institutions have $12.4M invested in Global X Alternative Income ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

22% more capital invested

Capital invested by funds: $10.2M → $12.4M (+$2.24M)

7.63% more ownership

Funds ownership: 27.01%34.64% (+7.6%)

11% less funds holding

Funds holding: 1816 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
16
Holders Change
-2
Holders Change %
-11.11%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
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
$5.2M +$1.12M +92,072 +26%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$3.28M +$1.78M +146,550 +106%
TCM
3
Triumph Capital Management
Colorado
$969K +$21.1K +1,737 +2%
LPL Financial
4
LPL Financial
California
$823K +$20.9K +1,719 +2%
EP
5
Eudaimonia Partners
Tennessee
$682K +$566K +46,591 +373%
EA
6
Eudaimonia Advisors
Tennessee
$399K +$420K +34,603 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$297K -$68.1K -5,603 -18%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$255K +$51.3K +4,226 +24%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$162K +$171K +14,039 New
FFA
10
Founders Financial Alliance
North Carolina
$139K +$9.15K +753 +7%
PAG
11
Private Advisor Group
New Jersey
$124K +$131K +10,776 New
Bank of America
12
Bank of America
North Carolina
$87K -$14.3K -1,176 -14%
UBS Group
13
UBS Group
Switzerland
$7K +$6.43K +529 +1,356%
TRCT
14
Tower Research Capital (TRC)
New York
$1K -$8.87K -730 -90%
CIAS
15
Capital Investment Advisory Services
North Carolina
$1K
Jane Street
16
Jane Street
New York
-$397K -30,490 Closed
T
17
TRUADVICE
Florida
-$249K -20,319 Closed
Koshinski Asset Management
18
Koshinski Asset Management
Illinois
-$10.7K -824 Closed
PFGIA
19
Patriot Financial Group Insurance Agency
Massachusetts
-$7K -500 Closed
FGAM
20
Financial Gravity Asset Management
Texas
-$1.17K -52 Closed

ALTY Hedge Fund Activity: Q2 2022 in Review

16 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Global X Alternative Income ETF (ALTY) for Q2 2022, worth a combined $12.4M — up 22% from $10.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ALTY and 3 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 8 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $1.78M. The largest seller was Jane Street, exiting entirely with an estimated $397K sold.

  • 16 institutional investors held Global X Alternative Income ETF (ALTY) as of Q2 2022, down from 18 in Q1 2022.
  • Funds reported $12.4M of Global X Alternative Income ETF stock for Q2 2022, up 22% quarter-over-quarter.
  • 3 funds opened new Global X Alternative Income ETF positions in Q2 2022 and 5 closed out, a net change of -2 holders.
  • The largest Global X Alternative Income ETF buyer in Q2 2022 was Cetera Investment Advisers, an estimated $1.78M added.
  • The largest Global X Alternative Income ETF seller in Q2 2022 was Jane Street, an estimated $397K sold.

Based on aggregated 13F filings for Q2 2022.