Global X TargetIncome 5 ETF
TFIV
TFIV was delisted on the 15th of October, 2021.
4 hedge funds and large institutions have $3.31M invested in Global X TargetIncome 5 ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
3% less capital invested
Capital invested by funds: $3.4M → $3.31M (-$88K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$158K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$116K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$38.5K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$24 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$325K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $2.75M | +$116K | +4,825 | +4% |
|
|
RIA
2
Regal Investment Advisors
Kentwood,
Michigan
| $358K | +$158K | +6,559 | +77% |
|
|
IA
3
IFP Advisors
Tampa,
Florida
| $196K | +$38.5K | +1,600 | +25% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| – | -$325K | -13,290 | Closed |
|
|
5
Fidelity Investments
Boston,
Massachusetts
| – | +$24 | +1 | New |
|
TFIV Hedge Fund Activity: Q3 2021 in Review
4 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Global X TargetIncome 5 ETF (TFIV) for Q3 2021, worth a combined $3.31M — down 2.6% from $3.4M a quarter earlier.
Fund positioning in TFIV was balanced in Q3 2021: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 0 trimmed.
The largest buyer was Regal Investment Advisors, adding an estimated $158K. The largest seller was Old Mission Capital, exiting entirely with an estimated $325K sold.
- 4 institutional investors held Global X TargetIncome 5 ETF (TFIV) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $3.31M of Global X TargetIncome 5 ETF stock for Q3 2021, down 2.6% quarter-over-quarter.
- 1 fund opened new Global X TargetIncome 5 ETF positions in Q3 2021 and 1 closed out, a net change of 0 holders.
- The largest Global X TargetIncome 5 ETF buyer in Q3 2021 was Regal Investment Advisors, an estimated $158K added.
- The largest Global X TargetIncome 5 ETF seller in Q3 2021 was Old Mission Capital, an estimated $325K sold.
Based on aggregated 13F filings for Q3 2021.