Amplius Aggressive Asset Allocation ETF
AAAA
4 hedge funds and large institutions have $246M invested in Amplius Aggressive Asset Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
4% more capital invested
Capital invested by funds: $235M → $246M (+$10.2M)
0.05% more ownership
Funds ownership: 99.99% → 100.04% (+0.05%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
20% less funds holding
Funds holding: 5 → 4 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
+$4.16M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$51.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$18.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
1
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| $245M | +$4.16M | +153,259 | +2% |
|
2
Pathstone Holdings
Englewood,
New Jersey
| $775K | – | – | – |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $110K | +$51.6K | +1,903 | +90% |
|
|
OSAM
4
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $104K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| – | -$18.1K | -678 | Closed |
|
AAAA Hedge Fund Activity: Q4 2025 in Review
4 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Amplius Aggressive Asset Allocation ETF (AAAA) for Q4 2025, worth a combined $246M — up 4.3% from $235M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of AAAA and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.
The largest buyer was Amplius Wealth Advisors, adding an estimated $4.16M. The largest seller was UBS Group, exiting entirely with an estimated $18.1K sold.
- 4 institutional investors held Amplius Aggressive Asset Allocation ETF (AAAA) as of Q4 2025, down from 5 in Q3 2025.
- Funds reported $246M of Amplius Aggressive Asset Allocation ETF stock for Q4 2025, up 4.3% quarter-over-quarter.
- 0 funds opened new Amplius Aggressive Asset Allocation ETF positions in Q4 2025 and 1 closed out, a net change of -1 holder.
- The largest Amplius Aggressive Asset Allocation ETF buyer in Q4 2025 was Amplius Wealth Advisors, an estimated $4.16M added.
- The largest Amplius Aggressive Asset Allocation ETF seller in Q4 2025 was UBS Group, an estimated $18.1K sold.
Based on aggregated 13F filings for Q4 2025.