ADPV icon

Adaptiv Select ETF
ADPV

Overview Fund Activity

13 hedge funds and large institutions have $93.7M invested in Adaptiv Select ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
13
Holders Change
+3
Holders Change %
+30%
% of All Funds
0.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
3
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SI
1
Stephens Inc
Arkansas
$1.46M
2
CFIM
2
Client First Investment Management
Wisconsin
$81.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.16M
4
FIM
4
Freedom Investment Management
Connecticut
$412K
5
WAM
5
Worth Asset Management
Texas
$372K

Top Sellers

1
GS
1
GTS Securities
New York
$908K
2
GWM
2
Geneos Wealth Management
Colorado
$0
3
WMA
3
West Michigan Advisors
Michigan
$0
4
IA
4
IFP Advisors
Florida
$128K
Name Market Value Shares Shares
Change 		Shares
Change %
CFIM
1
Client First Investment Management
Wisconsin
$81.3M 2,199,321 +18,941 +0.9%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.16M 220,650 +18,619 +9%
SI
3
Stephens Inc
Arkansas
$1.46M 39,416 +28,831 +272%
GS
4
GTS Securities
New York
$908K 24,539 -72,426 -75%
FIM
5
Freedom Investment Management
Connecticut
$412K 11,134 +11,134 New
WAM
6
Worth Asset Management
Texas
$372K 10,048 +10,048 New
TWC
7
TD Waterhouse Canada
Ontario, Canada
$350K 9,639 – –
Koshinski Asset Management
8
Koshinski Asset Management
Illinois
$300K 8,110 +8,110 New
IA
9
IFP Advisors
Florida
$128K 3,450 -250 -7%
Bank of America
10
Bank of America
North Carolina
$91.1K 2,464 +2,464 New
UBS Group
11
UBS Group
Switzerland
$85.3K 2,305 +2,305 New
GRP
12
Global Retirement Partners
California
$27.1K 734 +734 New
AA
13
Ancora Advisors
Ohio
$22.2K 600 +600 New
GWM
14
Geneos Wealth Management
Colorado
– – -15,636 Closed
WMA
15
West Michigan Advisors
Michigan
– – -7,887 Closed