Global X Alternative Income ETF
ALTY
19 hedge funds and large institutions have $10.3M invested in Global X Alternative Income ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
0% more funds holding
Funds holding: 19 → 19 (0)
7.73% less ownership
Funds ownership: 35.41% → 27.68% (-7.7%)
17% less capital invested
Capital invested by funds: $12.4M → $10.3M (-$2.04M)
44% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.04M |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$356K |
| 3 |
FFA
Founders Financial Alliance
Raleigh,
North Carolina
|
+$23K |
| 4 |
PA
PFG Advisors
Phoenix,
Arizona
|
+$11.6K |
| 5 |
EA
Eudaimonia Advisors
Winchester,
Tennessee
|
+$9.86K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$289K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$244K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$149K |
| 4 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
-$127K |
| 5 |
LPL Financial
San Diego,
California
|
-$43.5K |
ALTY Hedge Fund Activity: Q2 2023 in Review
19 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Global X Alternative Income ETF (ALTY) for Q2 2023, worth a combined $10.3M — down 17% from $12.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ALTY positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 9 trimmed.
The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $2.04M. The largest seller was Osaic Holdings, cutting an estimated $289K.
- 19 institutional investors held Global X Alternative Income ETF (ALTY) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $10.3M of Global X Alternative Income ETF stock for Q2 2023, down 17% quarter-over-quarter.
- 3 funds opened new Global X Alternative Income ETF positions in Q2 2023 and 2 closed out, a net change of +1 holder.
- The largest Global X Alternative Income ETF buyer in Q2 2023 was Mercer Global Advisors, an estimated $2.04M added.
- The largest Global X Alternative Income ETF seller in Q2 2023 was Osaic Holdings, an estimated $289K sold.
Based on aggregated 13F filings for Q2 2023.