Nicholas Global Equity and Income ETF
GIAX
8 hedge funds and large institutions have $17.7M invested in Nicholas Global Equity and Income ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
33% more funds holding
Funds holding: 6 → 8 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
26.1% less ownership
Funds ownership: 60.99% → 34.89% (-26%)
35% less capital invested
Capital invested by funds: $27.5M → $17.7M (-$9.75M)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$534K |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$479K |
| 3 |
ZI
ZEGA Investments
Palm Beach Gardens,
Florida
|
+$374K |
| 4 |
Jane Street
New York
|
+$316K |
| 5 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$239K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
BluePath Capital Management
Atlanta,
Georgia
|
-$8.61M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$600K |
| 3 |
SW
SMART Wealth
Omaha,
Nebraska
|
-$44K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$24.5K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$37 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
BluePath Capital Management
Atlanta,
Georgia
| $15.3M | -$8.61M | -471,617 | -34% |
|
|
AWM
2
AE Wealth Management
Topeka,
Kansas
| $663K | +$479K | +26,212 | +185% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $480K | +$534K | +29,245 | New |
|
|
SW
4
SMART Wealth
Omaha,
Nebraska
| $434K | -$44K | -2,407 | -8% |
|
|
ZI
5
ZEGA Investments
Palm Beach Gardens,
Florida
| $336K | +$374K | +20,479 | New |
|
|
6
Jane Street
New York
| $284K | +$316K | +17,305 | New |
|
|
CAS
7
Coppell Advisory Solutions
Coppell,
Texas
| $215K | +$239K | +13,102 | New |
|
|
CA
8
CoreCap Advisors
Southfield,
Michigan
| $8.27K | +$9.2K | +504 | New |
|
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$600K | -32,053 | Closed |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$24.5K | -1,309 | Closed |
|
|
11
Fidelity Investments
Boston,
Massachusetts
| – | -$37 | -2 | Closed |
|
GIAX Hedge Fund Activity: Q1 2025 in Review
8 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Nicholas Global Equity and Income ETF (GIAX) for Q1 2025, worth a combined $17.7M — down 35% from $27.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new GIAX positions and 3 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $534K. The largest seller was BluePath Capital Management, cutting an estimated $8.61M.
- 8 institutional investors held Nicholas Global Equity and Income ETF (GIAX) as of Q1 2025, up from 6 in Q4 2024.
- Funds reported $17.7M of Nicholas Global Equity and Income ETF stock for Q1 2025, down 35% quarter-over-quarter.
- 5 funds opened new Nicholas Global Equity and Income ETF positions in Q1 2025 and 3 closed out, a net change of +2 holders.
- The largest Nicholas Global Equity and Income ETF buyer in Q1 2025 was Old Mission Capital, an estimated $534K added.
- The largest Nicholas Global Equity and Income ETF seller in Q1 2025 was BluePath Capital Management, an estimated $8.61M sold.
Based on aggregated 13F filings for Q1 2025.