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AAAA

Amplius Aggressive Asset Allocation ETF

5 hedge funds and large institutions have $235M invested in Amplius Aggressive Asset Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

99.99% more ownership

Funds ownership: 0%99.99% (+100%)

Holders
5
Holders Change
+5
Holders Change %
% of All Funds
0.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Amplius Wealth Advisors
Pennsylvania
$235M +$228M +8,794,030 New
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$756K +$734K +28,361 New
OSAM
3
O'Shaughnessy Asset Management
Connecticut
$101K +$98.4K +3,803 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$57K +$54.9K +2,121 New
UBS Group
5
UBS Group
Switzerland
$18.1K +$17.5K +678 New

AAAA Hedge Fund Activity: Q3 2025 in Review

5 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in Amplius Aggressive Asset Allocation ETF (AAAA) for Q3 2025, worth a combined $235M.

Buyers outnumbered sellers: 5 funds opened new AAAA positions and 0 closed out — a net gain of 5 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Amplius Wealth Advisors, opening a new position worth an estimated $228M.

  • 5 institutional investors held Amplius Aggressive Asset Allocation ETF (AAAA) as of Q3 2025, up from 0 in Q2 2025.
  • Funds reported $235M of Amplius Aggressive Asset Allocation ETF stock for Q3 2025.
  • 5 funds opened new Amplius Aggressive Asset Allocation ETF positions in Q3 2025 and 0 closed out, a net change of +5 holders.
  • The largest Amplius Aggressive Asset Allocation ETF buyer in Q3 2025 was Amplius Wealth Advisors, an estimated $228M added.

Based on aggregated 13F filings for Q3 2025.