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Global X Alternative Income ETF

18 hedge funds and large institutions have $12.2M invested in Global X Alternative Income ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

15% more capital invested

Capital invested by funds: $10.6M → $12.2M (+$1.61M)

2.06% more ownership

Funds ownership: 31.25%33.3% (+2.1%)

5% less funds holding

Funds holding: 1918 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$5.74M +$275K +25,035 +5%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$1.64M -$85.8K -7,804 -5%
AFM
3
Andesa Financial Management
Pennsylvania
$1.61M +$1.61M +146,211 New
TCM
4
Triumph Capital Management
Colorado
$714K -$244K -22,155 -25%
LPL Financial
5
LPL Financial
California
$549K -$10.3K -937 -2%
EA
6
Eudaimonia Advisors
Tennessee
$395K +$13.4K +1,222 +4%
EP
7
Eudaimonia Partners
Tennessee
$375K +$15.5K +1,412 +4%
GVAG
8
Great Valley Advisor Group
Delaware
$272K -$3.65K -332 -1%
KA
9
Kovack Advisors
Florida
$209K +$209K +18,972 New
PA
10
PFG Advisors
Arizona
$206K +$76.8K +6,985 +59%
FFA
11
Founders Financial Alliance
North Carolina
$158K +$13.8K +1,255 +10%
UBS Group
12
UBS Group
Switzerland
$136K +$136K +12,328 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$134K -$18.4K -1,677 -12%
Bank of America
14
Bank of America
North Carolina
$75K +$22K +1,998 +41%
CIAS
15
Capital Investment Advisory Services
North Carolina
$25K
VDBMI
16
Van Den Berg Management I
Texas
$3.3K +$3.3K +300 New
ASN
17
Advisory Services Network
Georgia
$2.92K +$2.91K +265 New
HT
18
HAP Trading
New York
-$284K -26,770 Closed
AWA
19
Arete Wealth Advisors
Illinois
-$190K -17,923 Closed
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
-$168K -15,891 Closed
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$139K -13,158 Closed
FGAM
22
Financial Gravity Asset Management
Texas
-$951 -44 Closed

ALTY Hedge Fund Activity: Q4 2022 in Review

18 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global X Alternative Income ETF (ALTY) for Q4 2022, worth a combined $12.2M — up 15% from $10.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ALTY and 5 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 6 added.

The largest buyer was Andesa Financial Management, opening a new position worth an estimated $1.61M. The largest seller was HAP Trading, exiting entirely with an estimated $284K sold.

  • 18 institutional investors held Global X Alternative Income ETF (ALTY) as of Q4 2022, down from 19 in Q3 2022.
  • Funds reported $12.2M of Global X Alternative Income ETF stock for Q4 2022, up 15% quarter-over-quarter.
  • 5 funds opened new Global X Alternative Income ETF positions in Q4 2022 and 6 closed out, a net change of -1 holder.
  • The largest Global X Alternative Income ETF buyer in Q4 2022 was Andesa Financial Management, an estimated $1.61M added.
  • The largest Global X Alternative Income ETF seller in Q4 2022 was HAP Trading, an estimated $284K sold.

Based on aggregated 13F filings for Q4 2022.