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Global X Alternative Income ETF

19 hedge funds and large institutions have $10.6M invested in Global X Alternative Income ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

19% more funds holding

Funds holding: 1619 (+3)

3.39% less ownership

Funds ownership: 34.64%31.25% (-3.4%)

14% less capital invested

Capital invested by funds: $12.4M → $10.6M (-$1.8M)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$5.26M +$532K +45,305 +10%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$1.67M -$1.49M -127,217 -45%
TCM
3
Triumph Capital Management
Colorado
$922K +$35.8K +3,050 +4%
LPL Financial
4
LPL Financial
California
$538K -$241K -20,562 -29%
EA
5
Eudaimonia Advisors
Tennessee
$367K +$388 +33 +0.1%
EP
6
Eudaimonia Partners
Tennessee
$346K -$311K -26,451 -45%
HT
7
HAP Trading
New York
$284K +$314K +26,770 New
GVAG
8
Great Valley Advisor Group
Delaware
$265K +$294K +24,994 New
AWA
9
Arete Wealth Advisors
Illinois
$190K +$210K +17,923 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$168K -$116K -9,898 -38%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$146K -$2.58K -220 -2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$139K -$105K -8,964 -41%
FFA
13
Founders Financial Alliance
North Carolina
$139K +$12.7K +1,085 +9%
PA
14
PFG Advisors
Arizona
$125K +$138K +11,769 New
Bank of America
15
Bank of America
North Carolina
$51K -$31.7K -2,701 -36%
CIAS
16
Capital Investment Advisory Services
North Carolina
$24K +$25.5K +2,175 +2,339%
FGAM
17
Financial Gravity Asset Management
Texas
$951 +$517 +44 New
PAG
18
Private Advisor Group
New Jersey
-$124K -10,776 Closed
UBS Group
19
UBS Group
Switzerland
-$7K -568 Closed
TRCT
20
Tower Research Capital (TRC)
New York
-$1K -80 Closed
Fidelity Investments
21
Fidelity Investments
Massachusetts
+$12 +1 New

ALTY Hedge Fund Activity: Q3 2022 in Review

19 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Global X Alternative Income ETF (ALTY) for Q3 2022, worth a combined $10.6M — down 14% from $12.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ALTY positions and 3 closed out — a net gain of 3 holders — while 5 added to existing stakes and 7 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $532K. The largest seller was Cetera Investment Advisers, cutting an estimated $1.49M.

  • 19 institutional investors held Global X Alternative Income ETF (ALTY) as of Q3 2022, up from 16 in Q2 2022.
  • Funds reported $10.6M of Global X Alternative Income ETF stock for Q3 2022, down 14% quarter-over-quarter.
  • 6 funds opened new Global X Alternative Income ETF positions in Q3 2022 and 3 closed out, a net change of +3 holders.
  • The largest Global X Alternative Income ETF buyer in Q3 2022 was Osaic Holdings, an estimated $532K added.
  • The largest Global X Alternative Income ETF seller in Q3 2022 was Cetera Investment Advisers, an estimated $1.49M sold.

Based on aggregated 13F filings for Q3 2022.