Adaptive Hedged Multi-Asset Income ETF
AMAX
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.
135% more capital invested
Capital invested by funds: $31.1M → $73.2M (+$42.1M)
81.12% more ownership
Funds ownership: 84.37% → 165.49% (+81%)
25% more funds holding
Funds holding: 8 → 10 (+2)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$18.4M |
| 2 |
F
F3Logic
Burnsville,
Minnesota
|
+$4.77M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$3.85M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$12.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$763K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$156K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$121K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$43.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
1
WealthPLAN Partners
Omaha,
Nebraska
| $18.9M | +$18.4M | +1,969,474 | +1,052% |
|
|
WIM
2
WealthPlan Investment Management
Omaha,
Nebraska
| $18.9M | +$20.1M | +2,156,758 | New |
|
|
F
3
F3Logic
Burnsville,
Minnesota
| $18.8M | +$4.77M | +511,016 | +33% |
|
|
AI
4
Atria Investments
Charlotte,
North Carolina
| $13.4M | +$3.85M | +413,288 | +40% |
|
|
CA
5
Cetera Advisors
Denver,
Colorado
| $1.39M | -$43.7K | -4,684 | -3% |
|
|
6
Envestnet Asset Management
Chicago,
Illinois
| $788K | -$121K | -12,935 | -13% |
|
|
7
Commonwealth Equity Services
Waltham,
Massachusetts
| $404K | -$156K | -16,742 | -28% |
|
|
CF
8
Centaurus Financial
Anaheim,
California
| $391K | – | – | – |
|
|
9
Jane Street
New York
| $270K | -$763K | -81,817 | -74% |
|
|
10
UBS Group
Zurich,
Switzerland
| $12K | +$12.6K | +1,347 | New |
|
AMAX Hedge Fund Activity: Q1 2022 in Review
10 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Adaptive Hedged Multi-Asset Income ETF (AMAX) for Q1 2022, worth a combined $73.2M — up 135% from $31.1M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new AMAX positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was WealthPLAN Partners, adding an estimated $18.4M. The largest seller was Jane Street, cutting an estimated $763K.
- 10 institutional investors held Adaptive Hedged Multi-Asset Income ETF (AMAX) as of Q1 2022, up from 8 in Q4 2021.
- Funds reported $73.2M of Adaptive Hedged Multi-Asset Income ETF stock for Q1 2022, up 135% quarter-over-quarter.
- 2 funds opened new Adaptive Hedged Multi-Asset Income ETF positions in Q1 2022 and 0 closed out, a net change of +2 holders.
- The largest Adaptive Hedged Multi-Asset Income ETF buyer in Q1 2022 was WealthPLAN Partners, an estimated $18.4M added.
- The largest Adaptive Hedged Multi-Asset Income ETF seller in Q1 2022 was Jane Street, an estimated $763K sold.
Based on aggregated 13F filings for Q1 2022.