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Natixis Gateway Quality Income ETF

22 hedge funds and large institutions have $112M invested in Natixis Gateway Quality Income ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 3

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

17% more capital invested

Capital invested by funds: $95.7M → $112M (+$16M)

5% more funds holding

Funds holding: 2122 (+1)

0.08% less ownership

Funds ownership: 83.92%83.84% (-0.08%)

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
4
Increased
12
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NIM
1
Natixis Investment Managers
Massachusetts
$37.4M -$8.06M -147,411 -18%
LFA
2
Legacy Financial Advisors
Kentucky
$17.6M +$667K +12,188 +4%
LPL Financial
3
LPL Financial
California
$15M +$3.24M +59,177 +27%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$7.4M +$7.45M +136,135 New
LIG
5
Lokken Investment Group
Delaware
$5.71M +$583K +10,659 +11%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.16M +$2.75M +50,184 +190%
USCWA
7
U.S. Capital Wealth Advisors
Texas
$4.02M -$125K -2,292 -3%
GRP
8
Global Retirement Partners
California
$4M +$2.21M +40,336 +122%
BRWM
9
Blue Rock Wealth Management
North Carolina
$3.49M +$3.51M +64,232 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.81M +$100K +1,827 +4%
DC
11
Davenport & Co
Virginia
$2.23M +$153K +2,791 +7%
IAA
12
Independent Advisor Alliance
North Carolina
$2.08M +$2.09M +38,172 New
SPIA
13
Steward Partners Investment Advisory
New York
$2.02M +$2.03M +37,175 New
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.92M +$21K +384 +1%
OMC
15
Old Mission Capital
Illinois
$505K -$254K -4,638 -33%
PTC
16
Private Trust Company
Ohio
$292K +$261K +4,776 +809%
WS
17
Wedbush Securities
California
$275K +$54.7K +1,000 +25%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$255K +$3.17K +58 +1%
LC
19
Lindbrook Capital
California
$180K +$4.71K +86 +3%
WSFS
20
Wilmington Savings Fund Society
Delaware
$158K
Comerica Bank
21
Comerica Bank
Texas
$97.9K
DFA
22
DHJJ Financial Advisors
Illinois
$327
Citadel Advisors
23
Citadel Advisors
Florida
-$490K -9,016 Closed
NFA
24
Northwest Financial Advisors
Virginia
-$117K -2,157 Closed
UBS Group
25
UBS Group
Switzerland
-$97.7K -1,799 Closed

GQI Hedge Fund Activity: Q4 2024 in Review

22 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Natixis Gateway Quality Income ETF (GQI) for Q4 2024, worth a combined $112M — up 17% from $95.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new GQI positions and 3 closed out — a net gain of 1 holder — while 12 added to existing stakes and 3 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $7.45M. The largest seller was Natixis Investment Managers, cutting an estimated $8.06M.

  • 22 institutional investors held Natixis Gateway Quality Income ETF (GQI) as of Q4 2024, up from 21 in Q3 2024.
  • Funds reported $112M of Natixis Gateway Quality Income ETF stock for Q4 2024, up 17% quarter-over-quarter.
  • 4 funds opened new Natixis Gateway Quality Income ETF positions in Q4 2024 and 3 closed out, a net change of +1 holder.
  • The largest Natixis Gateway Quality Income ETF buyer in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $7.45M added.
  • The largest Natixis Gateway Quality Income ETF seller in Q4 2024 was Natixis Investment Managers, an estimated $8.06M sold.

Based on aggregated 13F filings for Q4 2024.