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Global X Alternative Income ETF

21 hedge funds and large institutions have $8.37M invested in Global X Alternative Income ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

5% more funds holding

Funds holding: 2021 (+1)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

1% less capital invested

Capital invested by funds: $8.46M → $8.37M (-$88.5K)

1.03% less ownership

Funds ownership: 23.63%22.6% (-1%)

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.66M -$972K -82,859 -17%
KWA
2
Kingswood Wealth Advisors
California
$728K +$527K +44,899 +273%
KWM
3
Kingsview Wealth Management
Oregon
$367K +$363K +30,917 New
Bank of America
4
Bank of America
North Carolina
$366K +$78.7K +6,706 +28%
TCM
5
Triumph Capital Management
Colorado
$353K +$3.47K +296 +1%
Truist Financial
6
Truist Financial
North Carolina
$326K +$117K +9,973 +57%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$317K
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$302K -$226K -19,265 -43%
KA
9
Kovack Advisors
Florida
$185K -$8.14K -694 -4%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$147K -$63.8K -5,434 -31%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$146K +$10.1K +864 +8%
RCAG
12
Rehmann Capital Advisory Group
Michigan
$119K
SS
13
SBI Securities
Japan
$82.5K -$10.9K -925 -12%
Osaic Holdings
14
Osaic Holdings
Arizona
$77.1K +$45.2K +3,850 +143%
FFA
15
Founders Financial Alliance
North Carolina
$72K -$4.5K -384 -6%
ASN
16
Advisory Services Network
Georgia
$61K +$60.3K +5,143 New
LC
17
Luminist Capital
Michigan
$48.9K -$2.78K -237 -5%
Morgan Stanley
18
Morgan Stanley
New York
$7.5K
BTI
19
Blue Trust Inc
Georgia
$1.31K +$1.29K +110 New
AF
20
Allworth Financial
California
$357 +$12 +1 +3%
Wells Fargo
21
Wells Fargo
California
$3 -$12 -1 Closed
GS
22
GTS Securities
New York
-$142K -12,159 Closed
Raymond James Financial
23
Raymond James Financial
Florida
-$11.7K -1,000 Closed
Simplex Trading
24
Simplex Trading
Illinois
+$293 +25 New