Global X Alternative Income ETF
ALTY
16 hedge funds and large institutions have $5.5M invested in Global X Alternative Income ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 7 closing their positions.
7.85% less ownership
Funds ownership: 23.45% → 15.6% (-7.9%)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
20% less funds holding
Funds holding: 20 → 16 (-4)
32% less capital invested
Capital invested by funds: $8.07M → $5.5M (-$2.56M)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$698K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$422K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$169K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$160K |
| 5 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
+$115K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.55M |
| 2 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$243K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$152K |
| 4 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$127K |
| 5 |
FFA
Founders Financial Alliance
Raleigh,
North Carolina
|
-$79.7K |
ALTY Hedge Fund Activity: Q1 2024 in Review
16 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Global X Alternative Income ETF (ALTY) for Q1 2024, worth a combined $5.5M — down 32% from $8.07M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of ALTY and 3 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 5 added.
The largest buyer was LPL Financial, adding an estimated $698K. The largest seller was Osaic Holdings, cutting an estimated $3.55M.
- 16 institutional investors held Global X Alternative Income ETF (ALTY) as of Q1 2024, down from 20 in Q4 2023.
- Funds reported $5.5M of Global X Alternative Income ETF stock for Q1 2024, down 32% quarter-over-quarter.
- 3 funds opened new Global X Alternative Income ETF positions in Q1 2024 and 7 closed out, a net change of -4 holders.
- The largest Global X Alternative Income ETF buyer in Q1 2024 was LPL Financial, an estimated $698K added.
- The largest Global X Alternative Income ETF seller in Q1 2024 was Osaic Holdings, an estimated $3.55M sold.
Based on aggregated 13F filings for Q1 2024.