Adaptive Hedged Multi-Asset Income ETF
AMAX
18 hedge funds and large institutions have $72.6M invested in Adaptive Hedged Multi-Asset Income ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 0 closing their positions.
1,261% more capital inflows, than outflows
Capital inflows: $31.4M | Capital outflows: $2.31M
75.36% more ownership
Funds ownership: 101.64% → 177% (+75%)
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
38% more funds holding
Funds holding: 13 → 18 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.44M |
| 2 |
Cetera Advisor Networks
El Segundo,
California
|
+$540K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$402K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$233K |
| 5 |
WealthPlan Investment Management
Omaha,
Nebraska
|
+$99.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Atria Investments
Charlotte,
North Carolina
|
-$994K |
| 2 |
Jane Street
New York
|
-$719K |
| 3 |
Cetera Advisors
Denver,
Colorado
|
-$309K |
| 4 |
F3Logic
Burnsville,
Minnesota
|
-$264K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$20.4K |
AMAX Hedge Fund Activity: Q4 2022 in Review
18 of the 6,242 institutional investors tracked by Wall St. Rank reported a position in Adaptive Hedged Multi-Asset Income ETF (AMAX) for Q4 2022, worth a combined $72.6M — up 71% from $42.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new AMAX positions and 0 closed out — a net gain of 5 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.44M. The largest seller was Atria Investments, cutting an estimated $994K.
- 18 institutional investors held Adaptive Hedged Multi-Asset Income ETF (AMAX) as of Q4 2022, up from 13 in Q3 2022.
- Funds reported $72.6M of Adaptive Hedged Multi-Asset Income ETF stock for Q4 2022, up 71% quarter-over-quarter.
- 5 funds opened new Adaptive Hedged Multi-Asset Income ETF positions in Q4 2022 and 0 closed out, a net change of +5 holders.
- The largest Adaptive Hedged Multi-Asset Income ETF buyer in Q4 2022 was LPL Financial, an estimated $1.44M added.
- The largest Adaptive Hedged Multi-Asset Income ETF seller in Q4 2022 was Atria Investments, an estimated $994K sold.
Based on aggregated 13F filings for Q4 2022.