Nicholas Global Equity and Income ETF
GIAX
8 hedge funds and large institutions have $20.9M invested in Nicholas Global Equity and Income ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 4 closing their positions.
18% more capital invested
Capital invested by funds: $17.7M → $20.9M (+$3.2M)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0.11% less ownership
Funds ownership: 34.89% → 34.78% (-0.11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
BluePath Capital Management
Atlanta,
Georgia
|
+$1.47M |
| 2 |
SHF
Safe Harbor Fiduciary
Pensacola,
Florida
|
+$409K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$265K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$256K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$207K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$480K |
| 2 |
Jane Street
New York
|
-$284K |
| 3 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
-$215K |
| 4 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$8.27K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
BluePath Capital Management
Atlanta,
Georgia
| $18.1M | +$1.47M | +86,744 | +9% |
|
|
AWM
2
AE Wealth Management
Topeka,
Kansas
| $983K | +$256K | +15,097 | +37% |
|
|
SW
3
SMART Wealth
Omaha,
Nebraska
| $524K | +$53.2K | +3,142 | +12% |
|
|
SHF
4
Safe Harbor Fiduciary
Pensacola,
Florida
| $427K | +$409K | +24,137 | New |
|
|
ZI
5
ZEGA Investments
Palm Beach Gardens,
Florida
| $411K | +$46.3K | +2,733 | +13% |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $277K | +$265K | +15,642 | New |
|
|
7
Citadel Advisors
Miami,
Florida
| $217K | +$207K | +12,230 | New |
|
8
Raymond James Financial
St Petersburg,
Florida
| $24.8K | +$23.7K | +1,400 | New |
|
9
Wells Fargo
San Francisco,
California
| $8 | – | – | – |
|
|
OMC
10
Old Mission Capital
Chicago,
Illinois
| – | -$480K | -29,245 | Closed |
|
|
11
Jane Street
New York
| – | -$284K | -17,305 | Closed |
|
|
CAS
12
Coppell Advisory Solutions
Coppell,
Texas
| – | -$215K | -13,102 | Closed |
|
|
CA
13
CoreCap Advisors
Southfield,
Michigan
| – | -$8.27K | -504 | Closed |
|
GIAX Hedge Fund Activity: Q2 2025 in Review
8 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in Nicholas Global Equity and Income ETF (GIAX) for Q2 2025, worth a combined $20.9M — up 18% from $17.7M a quarter earlier.
Fund positioning in GIAX was balanced in Q2 2025: 4 funds opened new positions, 4 closed out, 4 added to existing stakes and 0 trimmed.
The largest buyer was BluePath Capital Management, adding an estimated $1.47M. The largest seller was Old Mission Capital, exiting entirely with an estimated $480K sold.
- 8 institutional investors held Nicholas Global Equity and Income ETF (GIAX) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $20.9M of Nicholas Global Equity and Income ETF stock for Q2 2025, up 18% quarter-over-quarter.
- 4 funds opened new Nicholas Global Equity and Income ETF positions in Q2 2025 and 4 closed out, a net change of 0 holders.
- The largest Nicholas Global Equity and Income ETF buyer in Q2 2025 was BluePath Capital Management, an estimated $1.47M added.
- The largest Nicholas Global Equity and Income ETF seller in Q2 2025 was Old Mission Capital, an estimated $480K sold.
Based on aggregated 13F filings for Q2 2025.