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Adaptive Hedged Multi-Asset Income ETF
AMAX

Overview Fund Activity

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.

Holders
18
Holders Change
+5
Holders Change %
+38.46%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WP
1
WealthPLAN Partners
Nebraska
$15.3M
2
GBS
2
Gallagher Benefit Services
Illinois
$13.6M
3
LPL Financial
3
LPL Financial
California
$2.38M
4
CAN
4
Cetera Advisor Networks
California
$535K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$798K

Top Sellers

1
AI
1
Atria Investments
North Carolina
$8.42M
2
Jane Street
2
Jane Street
New York
$235K
3
CA
3
Cetera Advisors
Colorado
$753K
4
F
4
F3Logic
Minnesota
$13.6M
5
UBS Group
5
UBS Group
Switzerland
$17.6K
Name Market Value Shares Shares
Change 		Shares
Change %
WP
1
WealthPLAN Partners
Nebraska
$15.3M 1,919,618 +1,919,618 New
WIM
2
WealthPlan Investment Management
Nebraska
$15.2M 1,918,152 +12,878 +0.7%
F
3
F3Logic
Minnesota
$13.6M 1,778,282 -34,165 -2%
GBS
4
Gallagher Benefit Services
Illinois
$13.6M 1,778,282 +1,778,282 New
AI
5
Atria Investments
North Carolina
$8.42M 1,099,966 -128,628 -10%
LPL Financial
6
LPL Financial
California
$2.38M 311,131 +186,971 +151%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$798K 104,200 +52,067 +100%
CA
8
Cetera Advisors
Colorado
$753K 98,342 -40,063 -29%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$701K 91,510 +3,244 +4%
CAN
10
Cetera Advisor Networks
California
$535K 69,854 +69,854 New
CF
11
Centaurus Financial
California
$306K 39,969 – –
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$264K 34,494 +570 +2%
Jane Street
13
Jane Street
New York
$235K 30,718 -93,115 -75%
Osaic Holdings
14
Osaic Holdings
Arizona
$231K 30,225 +30,225 New
OMC
15
Old Mission Capital
Illinois
$177K 23,132 +4,990 +28%
EAM
16
Empirical Asset Management
Massachusetts
$77.9K 10,182 +160 +2%
EWA
17
EverSource Wealth Advisors
Alabama
$39.6K 5,169 +5,169 New
UBS Group
18
UBS Group
Switzerland
$17.6K 2,292 -2,646 -54%
CFGS
19
Concourse Financial Group Securities
Alabama
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