Nicholas Fixed Income Alternative ETF
FIAX
FIAX
13 hedge funds and large institutions have $57.8M invested in Nicholas Fixed Income Alternative ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 0 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
13
Holders Change
+5
Holders Change %
+62.5%
% of All Funds
0.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
4
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
BCI
1
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$422K |
| 2 |
OPS
2
Orion Portfolio Solutions
Omaha,
Nebraska
|
$422K |
| 3 |
3
Citadel Advisors
Miami,
Florida
|
$273K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
BCM
1
BluePath Capital Management
Atlanta,
Georgia
| $25.1M | +$25.1M | +1,285,161 | New |
|
|
AWM
2
AE Wealth Management
Topeka,
Kansas
| $20.5M | +$5.9M | +301,387 | +40% |
|
|
SW
3
SMART Wealth
Omaha,
Nebraska
| $6.87M | +$3.08M | +157,566 | +81% |
|
4
Jane Street
New York
| $3.5M | +$3.17M | +161,976 | +969% |
|
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $447K | +$50.1K | +2,559 | +13% |
|
|
BCI
6
Brinker Capital Investments
Berwyn,
Pennsylvania
| $422K | -$197K | -10,063 | -32% |
|
|
OPS
7
Orion Portfolio Solutions
Omaha,
Nebraska
| $422K | -$197K | -10,063 | -32% |
|
|
8
Citadel Advisors
Miami,
Florida
| $273K | -$36K | -1,838 | -12% |
|
|
IP
9
Ignite Planners
San Clemente,
California
| $200K | +$200K | +10,239 | New |
|
10
UBS Group
Zurich,
Switzerland
| $35.7K | +$35.7K | +1,824 | New |
|
|
IFAM
11
Institutional & Family Asset Management
Fort Collins,
Colorado
| $9.78K | – | – | – |
|
12
JPMorgan Chase & Co
New York
| $3.25K | +$3.25K | +166 | New |
|
|
ACM
13
Antonetti Capital Management
Naples,
Florida
| $196 | +$196 | +10 | New |
|