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Adaptiv Select ETF
ADPV

19 hedge funds and large institutions have $136M invested in Adaptiv Select ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 2

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

12% more funds holding

Funds holding: 17 → 19 (+2)

3.64% more ownership

Funds ownership: 81.81% → 85.44% (+3.6%)

5% more capital invested

Capital invested by funds: $130M → $136M (+$5.93M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
10
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MG
Mather Group
Illinois
+$2.9M
2
CFIM
Client First Investment Management
Wisconsin
+$1.97M
3
GS
GTS Securities
New York
+$923K
4
SI
Stephens Inc
Arkansas
+$881K
5
AW
Ankerstar Wealth
Texas
+$416K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$709K
2
WAM
Worth Asset Management
Texas
-$93.6K
3
AA
Ancora Advisors
Ohio
-$25.7K
4
UBS Group
UBS Group
Switzerland
-$7.63K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFIM
1
Client First Investment Management
Wisconsin
$100M +$1.97M +44,868 +2%
IPW
2
IronBridge Private Wealth
Texas
$14.1M +$327K +7,437 +2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.28M -$709K -16,111 -8%
SI
4
Stephens Inc
Arkansas
$3.07M +$881K +20,015 +38%
MG
5
Mather Group
Illinois
$2.78M +$2.9M +65,897 New
AW
6
Ankerstar Wealth
Texas
$2.1M +$416K +9,451 +23%
SWM
7
SHP Wealth Management
Massachusetts
$1.04M +$408K +9,281 +60%
GS
8
GTS Securities
New York
$885K +$923K +20,982 New
WMA
9
West Michigan Advisors
Michigan
$636K +$280K +6,372 +73%
DIP
10
Davis Investment Partners
North Carolina
$468K +$145K +3,298 +42%
TWC
11
TD Waterhouse Canada
Ontario, Canada
$411K – – –
MCC
12
Money Concepts Capital
Florida
$357K +$373K +8,474 New
AWM
13
Accel Wealth Management
Iowa
$338K +$70.2K +1,596 +25%
SWM
14
SeaCrest Wealth Management
New York
$329K +$57K +1,296 +20%
WAM
15
Worth Asset Management
Texas
$300K -$93.6K -2,126 -23%
PAG
16
Private Advisor Group
New Jersey
$276K +$288K +6,534 New
SVWAG
17
Sound View Wealth Advisors Group
Georgia
$272K +$34.1K +775 +14%
IA
18
IFP Advisors
Florida
$103K – – –
Morgan Stanley
19
Morgan Stanley
New York
$43 +$44 +1 New
AA
20
Ancora Advisors
Ohio
– -$25.7K -600 Closed
UBS Group
21
UBS Group
Switzerland
– -$7.63K -178 Closed

ADPV Hedge Fund Activity: Q1 2026 in Review

19 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Adaptiv Select ETF (ADPV) for Q1 2026, worth a combined $136M — up 4.6% from $130M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ADPV positions and 2 closed out — a net gain of 3 holders — while 10 added to existing stakes and 2 trimmed.

The largest buyer was Mather Group, opening a new position worth an estimated $2.9M. The largest seller was Royal Bank of Canada, cutting an estimated $709K.

  • 19 institutional investors held Adaptiv Select ETF (ADPV) as of Q1 2026, up from 17 in Q4 2025.
  • Funds reported $136M of Adaptiv Select ETF stock for Q1 2026, up 4.6% quarter-over-quarter.
  • 5 funds opened new Adaptiv Select ETF positions in Q1 2026 and 2 closed out, a net change of +3 holders.
  • The largest Adaptiv Select ETF buyer in Q1 2026 was Mather Group, an estimated $2.9M added.
  • The largest Adaptiv Select ETF seller in Q1 2026 was Royal Bank of Canada, an estimated $709K sold.

Based on aggregated 13F filings for Q1 2026.