Global X Alternative Income ETF
ALTY
20 hedge funds and large institutions have $8.07M invested in Global X Alternative Income ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
5% more funds holding
Funds holding: 19 → 20 (+1)
9.55% less ownership
Funds ownership: 33% → 23.45% (-9.6%)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
31% less capital invested
Capital invested by funds: $11.7M → $8.07M (-$3.62M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$368K |
| 2 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
+$109K |
| 3 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$35.8K |
| 4 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
+$33.1K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$19K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.64M |
| 2 |
TCM
Triumph Capital Management
Denver,
Colorado
|
-$177K |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$168K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$158K |
| 5 |
PA
PFG Advisors
Phoenix,
Arizona
|
-$138K |
ALTY Hedge Fund Activity: Q4 2023 in Review
20 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Global X Alternative Income ETF (ALTY) for Q4 2023, worth a combined $8.07M — down 31% from $11.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ALTY positions and 3 closed out — a net gain of 1 holder — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Arete Wealth Advisors, opening a new position worth an estimated $368K. The largest seller was Osaic Holdings, cutting an estimated $3.64M.
- 20 institutional investors held Global X Alternative Income ETF (ALTY) as of Q4 2023, up from 19 in Q3 2023.
- Funds reported $8.07M of Global X Alternative Income ETF stock for Q4 2023, down 31% quarter-over-quarter.
- 4 funds opened new Global X Alternative Income ETF positions in Q4 2023 and 3 closed out, a net change of +1 holder.
- The largest Global X Alternative Income ETF buyer in Q4 2023 was Arete Wealth Advisors, an estimated $368K added.
- The largest Global X Alternative Income ETF seller in Q4 2023 was Osaic Holdings, an estimated $3.64M sold.
Based on aggregated 13F filings for Q4 2023.