Amplius Aggressive Asset Allocation ETF
AAAA
3 hedge funds and large institutions have $243M invested in Amplius Aggressive Asset Allocation ETF in 2026 Q1 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.4% less ownership
Funds ownership: 100.04% → 99.64% (-0.4%)
1% less capital invested
Capital invested by funds: $246M → $243M (-$3.07M)
25% less funds holding
Funds holding: 4 → 3 (-1)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
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
|
+$3.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pathstone Holdings
Englewood,
New Jersey
|
-$775K |
| 2 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$89.8K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$80.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
1
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| $243M | +$3.27M | +118,536 | +1% |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $30K | -$80.5K | -2,920 | -73% |
|
|
OSAM
3
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $14.6K | -$89.8K | -3,257 | -86% |
|
|
4
Pathstone Holdings
Englewood,
New Jersey
| – | -$775K | -28,361 | Closed |
|
AAAA Hedge Fund Activity: Q1 2026 in Review
3 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Amplius Aggressive Asset Allocation ETF (AAAA) for Q1 2026, worth a combined $243M — down 1.2% from $246M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of AAAA and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 1 added.
The largest buyer was Amplius Wealth Advisors, adding an estimated $3.27M. The largest seller was Pathstone Holdings, exiting entirely with an estimated $775K sold.
- 3 institutional investors held Amplius Aggressive Asset Allocation ETF (AAAA) as of Q1 2026, down from 4 in Q4 2025.
- Funds reported $243M of Amplius Aggressive Asset Allocation ETF stock for Q1 2026, down 1.2% quarter-over-quarter.
- 0 funds opened new Amplius Aggressive Asset Allocation ETF positions in Q1 2026 and 1 closed out, a net change of -1 holder.
- The largest Amplius Aggressive Asset Allocation ETF buyer in Q1 2026 was Amplius Wealth Advisors, an estimated $3.27M added.
- The largest Amplius Aggressive Asset Allocation ETF seller in Q1 2026 was Pathstone Holdings, an estimated $775K sold.
Based on aggregated 13F filings for Q1 2026.