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Global X Alternative Income ETF

23 hedge funds and large institutions have $8.92M invested in Global X Alternative Income ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

10% more funds holding

Funds holding: 2123 (+2)

7% more capital invested

Capital invested by funds: $8.37M → $8.92M (+$551K)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

0.22% less ownership

Funds ownership: 22.6%22.39% (-0.22%)

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.94M +$254K +21,290 +5%
KWA
2
Kingswood Wealth Advisors
California
$627K -$104K -8,747 -14%
KWM
3
Kingsview Wealth Management
Oregon
$503K +$134K +11,242 +36%
Bank of America
4
Bank of America
North Carolina
$503K +$135K +11,287 +37%
TCM
5
Triumph Capital Management
Colorado
$349K -$5.99K -502 -2%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$318K
Truist Financial
7
Truist Financial
North Carolina
$290K -$37.4K -3,133 -11%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$270K -$33.9K -2,841 -11%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$234K +$232K +19,500 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$162K +$15.4K +1,292 +10%
KA
11
Kovack Advisors
Florida
$155K -$31K -2,600 -17%
PAG
12
Private Advisor Group
New Jersey
$126K +$126K +10,539 New
Osaic Holdings
13
Osaic Holdings
Arizona
$120K +$41.7K +3,500 +53%
SS
14
SBI Securities
Japan
$80.1K -$2.85K -239 -3%
FFA
15
Founders Financial Alliance
North Carolina
$73.9K +$1.6K +134 +2%
KAS
16
Kestra Advisory Services
Texas
$72.7K +$72.6K +6,091 New
HI
17
Harbour Investments
Wisconsin
$45.3K +$45.2K +3,793 New
LC
18
Luminist Capital
Michigan
$38.5K -$10.3K -868 -21%
Morgan Stanley
19
Morgan Stanley
New York
$7.53K
TWC
20
TD Waterhouse Canada
Ontario, Canada
$3.56K +$3.56K +299 New
BTI
21
Blue Trust Inc
Georgia
$1.31K
AF
22
Allworth Financial
California
$365 +$12 +1 +3%
Wells Fargo
23
Wells Fargo
California
$9 +$12 +1 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
-$147K -12,349 Closed
RCAG
25
Rehmann Capital Advisory Group
Michigan
-$119K -10,030 Closed

ALTY Hedge Fund Activity: Q4 2025 in Review

23 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Global X Alternative Income ETF (ALTY) for Q4 2025, worth a combined $8.92M — up 6.6% from $8.37M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ALTY positions and 4 closed out — a net gain of 2 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, adding an estimated $254K. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $147K sold.

  • 23 institutional investors held Global X Alternative Income ETF (ALTY) as of Q4 2025, up from 21 in Q3 2025.
  • Funds reported $8.92M of Global X Alternative Income ETF stock for Q4 2025, up 6.6% quarter-over-quarter.
  • 6 funds opened new Global X Alternative Income ETF positions in Q4 2025 and 4 closed out, a net change of +2 holders.
  • The largest Global X Alternative Income ETF buyer in Q4 2025 was LPL Financial, an estimated $254K added.
  • The largest Global X Alternative Income ETF seller in Q4 2025 was Cetera Investment Advisers, an estimated $147K sold.

Based on aggregated 13F filings for Q4 2025.