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Global X Alternative Income ETF

19 hedge funds and large institutions have $6.76M invested in Global X Alternative Income ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

12% more funds holding

Funds holding: 1719 (+2)

1.25% less ownership

Funds ownership: 21.92%20.67% (-1.3%)

11% less capital invested

Capital invested by funds: $7.61M → $6.76M (-$855K)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.19M -$195K -16,383 -4%
GS
2
GTS Securities
New York
$357K +$367K +30,801 New
TCM
3
Triumph Capital Management
Colorado
$343K +$7.05K +592 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$319K +$11.9K +1,000 +4%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$309K
Wells Fargo
6
Wells Fargo
California
$244K +$251K +21,043 +2,104,300%
KA
7
Kovack Advisors
Florida
$217K -$5.58K -468 -2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$134K -$39.3K -3,300 -22%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$131K
RCAG
10
Rehmann Capital Advisory Group
Michigan
$116K
Bank of America
11
Bank of America
North Carolina
$97.9K +$38K +3,188 +61%
FFA
12
Founders Financial Alliance
North Carolina
$80.2K -$2.12K -178 -3%
Osaic Holdings
13
Osaic Holdings
Arizona
$77.7K -$250K -20,955 -76%
SS
14
SBI Securities
Japan
$70.5K +$72.5K +6,084 New
LC
15
Luminist Capital
Michigan
$55.2K +$56.7K +4,761 New
AG
16
AmeriFlex Group
Nevada
$9.24K +$9.26K +777 New
Morgan Stanley
17
Morgan Stanley
New York
$7.32K
UBS Group
18
UBS Group
Switzerland
$301 -$75.8K -6,366 -100%
AF
19
Allworth Financial
California
$177 +$179 +15 New
KWA
20
Kingswood Wealth Advisors
California
-$692K -57,433 Closed
PA
21
PFG Advisors
Arizona
-$139K -11,498 Closed
CIAS
22
Capital Investment Advisory Services
North Carolina
-$1.12K -93 Closed

ALTY Hedge Fund Activity: Q4 2024 in Review

19 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X Alternative Income ETF (ALTY) for Q4 2024, worth a combined $6.76M — down 11% from $7.61M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ALTY positions and 3 closed out — a net gain of 2 holders — while 4 added to existing stakes and 6 trimmed.

The largest buyer was GTS Securities, opening a new position worth an estimated $367K. The largest seller was Kingswood Wealth Advisors, exiting entirely with an estimated $692K sold.

  • 19 institutional investors held Global X Alternative Income ETF (ALTY) as of Q4 2024, up from 17 in Q3 2024.
  • Funds reported $6.76M of Global X Alternative Income ETF stock for Q4 2024, down 11% quarter-over-quarter.
  • 5 funds opened new Global X Alternative Income ETF positions in Q4 2024 and 3 closed out, a net change of +2 holders.
  • The largest Global X Alternative Income ETF buyer in Q4 2024 was GTS Securities, an estimated $367K added.
  • The largest Global X Alternative Income ETF seller in Q4 2024 was Kingswood Wealth Advisors, an estimated $692K sold.

Based on aggregated 13F filings for Q4 2024.