Nicholas Global Equity and Income ETF
GIAX
10 hedge funds and large institutions have $22.5M invested in Nicholas Global Equity and Income ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 2 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 repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
25% more funds holding
Funds holding: 8 → 10 (+2)
7% more capital invested
Capital invested by funds: $20.9M → $22.5M (+$1.55M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.99% less ownership
Funds ownership: 34.78% → 31.79% (-3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
BluePath Capital Management
Atlanta,
Georgia
|
+$1.13M |
| 2 |
Jane Street
New York
|
+$482K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$473K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$181K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$137K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SMART Wealth
Omaha,
Nebraska
|
-$209K |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$24.8K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$7.99K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
BluePath Capital Management
Atlanta,
Georgia
| $18.9M | +$1.13M | +63,825 | +6% |
|
|
AWM
2
AE Wealth Management
Topeka,
Kansas
| $1.15M | +$181K | +10,197 | +18% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $740K | +$473K | +26,714 | +171% |
|
|
4
Jane Street
New York
| $475K | +$482K | +27,207 | New |
|
|
ZI
5
ZEGA Investments
Palm Beach Gardens,
Florida
| $453K | +$48.5K | +2,739 | +12% |
|
|
SW
6
SMART Wealth
Omaha,
Nebraska
| $311K | -$209K | -11,772 | -40% |
|
|
7
Citadel Advisors
Miami,
Florida
| $206K | -$7.99K | -451 | -4% |
|
|
8
Bank of America
Charlotte,
North Carolina
| $135K | +$137K | +7,738 | New |
|
|
WWA
9
Wealth Watch Advisors
Englewood,
Colorado
| $70.7K | +$71.7K | +4,046 | New |
|
10
Fidelity Investments
Boston,
Massachusetts
| $2.88K | +$2.92K | +165 | New |
|
11
Wells Fargo
San Francisco,
California
| $6 | – | – | – |
|
|
12
Raymond James Financial
St Petersburg,
Florida
| – | -$24.8K | -1,400 | Closed |
|
GIAX Hedge Fund Activity: Q3 2025 in Review
10 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in Nicholas Global Equity and Income ETF (GIAX) for Q3 2025, worth a combined $22.5M — up 7.4% from $20.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new GIAX positions and 1 closed out — a net gain of 3 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was BluePath Capital Management, adding an estimated $1.13M. The largest seller was SMART Wealth, cutting an estimated $209K.
- 10 institutional investors held Nicholas Global Equity and Income ETF (GIAX) as of Q3 2025, up from 8 in Q2 2025.
- Funds reported $22.5M of Nicholas Global Equity and Income ETF stock for Q3 2025, up 7.4% quarter-over-quarter.
- 4 funds opened new Nicholas Global Equity and Income ETF positions in Q3 2025 and 1 closed out, a net change of +3 holders.
- The largest Nicholas Global Equity and Income ETF buyer in Q3 2025 was BluePath Capital Management, an estimated $1.13M added.
- The largest Nicholas Global Equity and Income ETF seller in Q3 2025 was SMART Wealth, an estimated $209K sold.
Based on aggregated 13F filings for Q3 2025.