GIAX

Nicholas Global Equity and Income ETF
GIAX

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
+3
Holders Change %
+100%
% of All Funds
0.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
BluePath Capital Management
Georgia
+$11.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$600K
3
AWM
AE Wealth Management
Kansas
+$266K
4
UBS Group
UBS Group
Switzerland
+$24.5K
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$37

Top Sellers

1
SW
SMART Wealth
Nebraska
-$368K
2
Morgan Stanley
Morgan Stanley
New York
-$2.46K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1
BluePath Capital Management
Georgia
$26.1M +$11.2M +602,560 +75%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$600K +$600K +32,053 New
SW
3
SMART Wealth
Nebraska
$540K -$368K -19,662 -41%
AWM
4
AE Wealth Management
Kansas
$266K +$266K +14,207 New
UBS Group
5
UBS Group
Switzerland
$24.5K +$24.5K +1,309 New
Fidelity Investments
6
Fidelity Investments
Massachusetts
$37 +$37 +2 New
Morgan Stanley
7
Morgan Stanley
New York
– -$2.46K -124 Closed