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Adaptive Hedged Multi-Asset Income ETF

17 hedge funds and large institutions have $46.2M invested in Adaptive Hedged Multi-Asset Income ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 1 closing their positions.

Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GFA
1
Gallagher Fiduciary Advisors
Illinois
$13.8M 1,774,640 +1,774,640 New
WIM
2
WealthPlan Investment Management
Nebraska
$9.16M 1,180,918 -737,234 -38%
AI
3
Atria Investments
North Carolina
$8.21M 1,058,249 -41,717 -4%
WP
4
WealthPLAN Partners
Nebraska
$6.36M 819,909 -1,099,709 -57%
LPL Financial
5
LPL Financial
California
$3.2M 412,867 +101,736 +33%
CAP
6
Columbia Advisory Partners
Washington
$1.84M 237,089 +237,089 New
CA
7
Cetera Advisors
Colorado
$861K 110,900 +12,558 +13%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$853K 109,942 +18,432 +20%
CAN
9
Cetera Advisor Networks
California
$685K 88,321 +18,467 +26%
Osaic Holdings
10
Osaic Holdings
Arizona
$585K 75,406 +45,181 +149%
CF
11
Centaurus Financial
California
$310K 39,969
Jane Street
12
Jane Street
New York
$102K 13,198 -17,520 -57%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$96.5K 12,439 -91,761 -88%
EAM
14
Empirical Asset Management
Massachusetts
$80.1K 10,322 +140 +1%
EWA
15
EverSource Wealth Advisors
Alabama
$40.1K 5,169
UBS Group
16
UBS Group
Switzerland
$10.4K 1,337 -955 -42%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$231 29,816 -4,678 -14%
OMC
18
Old Mission Capital
Illinois
-23,132 Closed
CFGS
19
Concourse Financial Group Securities
Alabama