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Adaptive Hedged Multi-Asset Income ETF
AMAX

Overview Fund Activity

10 hedge funds and large institutions have $73.2M invested in Adaptive Hedged Multi-Asset Income ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and closing their positions.

Holders
10
Holders Change
+2
Holders Change %
+25%
% of All Funds
0.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
2
Increased
3
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WP
1
WealthPLAN Partners
Nebraska
$18.9M
2
F
2
F3Logic
Minnesota
$18.8M
3
AI
3
Atria Investments
North Carolina
$13.4M
4
UBS Group
4
UBS Group
Switzerland
$12K

Top Sellers

1
Jane Street
1
Jane Street
New York
$270K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$404K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$788K
4
CA
4
Cetera Advisors
Colorado
$1.39M
Name Market Value Shares Shares
Change 		Shares
Change %
WP
1
WealthPLAN Partners
Nebraska
$18.9M 2,156,758 +1,969,474 +1,052%
WIM
2
WealthPlan Investment Management
Nebraska
$18.9M 2,156,758 +2,156,758 New
F
3
F3Logic
Minnesota
$18.8M 2,043,230 +511,016 +33%
AI
4
Atria Investments
North Carolina
$13.4M 1,449,412 +413,288 +40%
CA
5
Cetera Advisors
Colorado
$1.39M 150,219 -4,684 -3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$788K 85,475 -12,935 -13%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$404K 43,856 -16,742 -28%
CF
8
Centaurus Financial
California
$391K 42,439 – –
Jane Street
9
Jane Street
New York
$270K 29,256 -81,817 -74%
UBS Group
10
UBS Group
Switzerland
$12K 1,347 +1,347 New
SL
11
Savior LLC
Massachusetts
– – – –
CFGS
12
Concourse Financial Group Securities
Alabama
– – – –