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Nicholas Fixed Income Alternative ETF

11 hedge funds and large institutions have $51.9M invested in Nicholas Fixed Income Alternative ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

1% more capital invested

Capital invested by funds: $51.2M → $51.9M (+$718K)

0.06% more ownership

Funds ownership: 83.43%83.49% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

27% less funds holding

Funds holding: 1511 (-4)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
11
Holders Change
-4
Holders Change %
-26.67%
% of All Funds
0.16%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
1
Increased
6
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
BluePath Capital Management
Georgia
$31.9M +$249K +12,748 +0.8%
SW
2
SMART Wealth
Nebraska
$8.46M -$200K -10,218 -2%
AWM
3
AE Wealth Management
Kansas
$5.55M +$1.53M +78,146 +38%
TI
4
Tidal Investments
Wisconsin
$2.04M +$206K +10,565 +11%
AWA
5
Authentikos Wealth Advisory
California
$1.52M +$1.51M +77,528 New
CWM
6
Centric Wealth Management
Illinois
$866K +$55.9K +2,863 +7%
ZF
7
Zega Financial
Florida
$538K -$244K -12,512 -31%
Jane Street
8
Jane Street
New York
$386K -$1.44M -73,531 -79%
Citadel Advisors
9
Citadel Advisors
Florida
$348K +$72.9K +3,733 +27%
IP
10
Ignite Planners
California
$222K -$17.6K -901 -7%
Morgan Stanley
11
Morgan Stanley
New York
$64.6K +$14.2K +727 +28%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
-$802K -41,582 Closed
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
-$629K -32,481 Closed
FTUS
14
Flow Traders U.S.
New York
-$249K -12,928 Closed
AA
15
Ancora Advisors
Ohio
-$1.97K -102 Closed
UBS Group
16
UBS Group
Switzerland
-$1.08K -56 Closed

FIAX Hedge Fund Activity: Q3 2024 in Review

11 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Nicholas Fixed Income Alternative ETF (FIAX) for Q3 2024, worth a combined $51.9M — up 1.4% from $51.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FIAX and 1 opened new positions — a net loss of 4 holders — while 4 trimmed existing stakes and 6 added.

The largest buyer was AE Wealth Management, adding an estimated $1.53M. The largest seller was Jane Street, cutting an estimated $1.44M.

  • 11 institutional investors held Nicholas Fixed Income Alternative ETF (FIAX) as of Q3 2024, down from 15 in Q2 2024.
  • Funds reported $51.9M of Nicholas Fixed Income Alternative ETF stock for Q3 2024, up 1.4% quarter-over-quarter.
  • 1 fund opened new Nicholas Fixed Income Alternative ETF positions in Q3 2024 and 5 closed out, a net change of -4 holders.
  • The largest Nicholas Fixed Income Alternative ETF buyer in Q3 2024 was AE Wealth Management, an estimated $1.53M added.
  • The largest Nicholas Fixed Income Alternative ETF seller in Q3 2024 was Jane Street, an estimated $1.44M sold.

Based on aggregated 13F filings for Q3 2024.