Nicholas Global Equity and Income ETF
GIAX
6 hedge funds and large institutions have $27.5M invested in Nicholas Global Equity and Income ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
100% more funds holding
Funds holding: 3 → 6 (+3)
63% more capital invested
Capital invested by funds: $16.9M → $27.5M (+$10.6M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
33.65% less ownership
Funds ownership: 94.64% → 60.99% (-34%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
BluePath Capital Management
Atlanta,
Georgia
|
+$11.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$631K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$279K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$25.8K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$39 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SMART Wealth
Omaha,
Nebraska
|
-$387K |
| 2 |
Morgan Stanley
New York
|
-$2.46K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
BluePath Capital Management
Atlanta,
Georgia
| $26.1M | +$11.9M | +602,560 | +75% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $600K | +$631K | +32,053 | New |
|
|
SW
3
SMART Wealth
Omaha,
Nebraska
| $540K | -$387K | -19,662 | -41% |
|
|
AWM
4
AE Wealth Management
Topeka,
Kansas
| $266K | +$279K | +14,207 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $24.5K | +$25.8K | +1,309 | New |
|
|
6
Fidelity Investments
Boston,
Massachusetts
| $37 | +$39 | +2 | New |
|
|
7
Morgan Stanley
New York
| – | -$2.46K | -124 | Closed |
|
GIAX Hedge Fund Activity: Q4 2024 in Review
6 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Nicholas Global Equity and Income ETF (GIAX) for Q4 2024, worth a combined $27.5M — up 63% from $16.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new GIAX positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was BluePath Capital Management, adding an estimated $11.9M. The largest seller was SMART Wealth, cutting an estimated $387K.
- 6 institutional investors held Nicholas Global Equity and Income ETF (GIAX) as of Q4 2024, up from 3 in Q3 2024.
- Funds reported $27.5M of Nicholas Global Equity and Income ETF stock for Q4 2024, up 63% quarter-over-quarter.
- 4 funds opened new Nicholas Global Equity and Income ETF positions in Q4 2024 and 1 closed out, a net change of +3 holders.
- The largest Nicholas Global Equity and Income ETF buyer in Q4 2024 was BluePath Capital Management, an estimated $11.9M added.
- The largest Nicholas Global Equity and Income ETF seller in Q4 2024 was SMART Wealth, an estimated $387K sold.
Based on aggregated 13F filings for Q4 2024.