Adaptiv Select ETF
ADPV
17 hedge funds and large institutions have $130M invested in Adaptiv Select ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
31% more funds holding
Funds holding: 13 → 17 (+4)
0.63% more ownership
Funds ownership: 81.17% → 81.81% (+0.63%)
1% less capital invested
Capital invested by funds: $131M → $130M (-$1.08M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFIM
Client First Investment Management
West Bend,
Wisconsin
|
+$2.78M |
| 2 |
DIP
Davis Investment Partners
Charlotte,
North Carolina
|
+$336K |
| 3 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
+$280K |
| 4 |
AWM
Accel Wealth Management
Waverly,
Iowa
|
+$276K |
| 5 |
SVWAG
Sound View Wealth Advisors Group
Savannah,
Georgia
|
+$245K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$627K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$338K |
| 3 |
WAM
Worth Asset Management
Dallas,
Texas
|
-$84.5K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$19.2K |
| 5 |
TWC
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
-$1.81K |
ADPV Hedge Fund Activity: Q4 2025 in Review
17 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Adaptiv Select ETF (ADPV) for Q4 2025, worth a combined $130M — down 0.82% from $131M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ADPV positions and 1 closed out — a net gain of 5 holders — while 3 added to existing stakes and 5 trimmed.
The largest buyer was Client First Investment Management, adding an estimated $2.78M. The largest seller was Geneos Wealth Management, exiting entirely with an estimated $627K sold.
- 17 institutional investors held Adaptiv Select ETF (ADPV) as of Q4 2025, up from 13 in Q3 2025.
- Funds reported $130M of Adaptiv Select ETF stock for Q4 2025, down 0.82% quarter-over-quarter.
- 6 funds opened new Adaptiv Select ETF positions in Q4 2025 and 1 closed out, a net change of +5 holders.
- The largest Adaptiv Select ETF buyer in Q4 2025 was Client First Investment Management, an estimated $2.78M added.
- The largest Adaptiv Select ETF seller in Q4 2025 was Geneos Wealth Management, an estimated $627K sold.
Based on aggregated 13F filings for Q4 2025.