Adaptive Hedged Multi-Asset Income ETF
AMAX
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.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
6% less funds holding
Funds holding: 18 → 17 (-1)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
36% less capital invested
Capital invested by funds: $72.6M → $46.2M (-$26.5M)
83.99% less ownership
Funds ownership: 177% → 93.01% (-84%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
+$13.9M |
| 2 |
CAP
Columbia Advisory Partners
Spokane,
Washington
|
+$1.86M |
| 3 |
LPL Financial
San Diego,
California
|
+$798K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$355K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$145K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$8.63M |
| 2 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$5.79M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$720K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$327K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$177K |
AMAX Hedge Fund Activity: Q1 2023 in Review
17 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Adaptive Hedged Multi-Asset Income ETF (AMAX) for Q1 2023, worth a combined $46.2M — down 36% from $72.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new AMAX positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 7 trimmed.
The largest buyer was Gallagher Fiduciary Advisors, opening a new position worth an estimated $13.9M. The largest seller was WealthPLAN Partners, cutting an estimated $8.63M.
- 17 institutional investors held Adaptive Hedged Multi-Asset Income ETF (AMAX) as of Q1 2023, down from 18 in Q4 2022.
- Funds reported $46.2M of Adaptive Hedged Multi-Asset Income ETF stock for Q1 2023, down 36% quarter-over-quarter.
- 2 funds opened new Adaptive Hedged Multi-Asset Income ETF positions in Q1 2023 and 1 closed out, a net change of +1 holder.
- The largest Adaptive Hedged Multi-Asset Income ETF buyer in Q1 2023 was Gallagher Fiduciary Advisors, an estimated $13.9M added.
- The largest Adaptive Hedged Multi-Asset Income ETF seller in Q1 2023 was WealthPLAN Partners, an estimated $8.63M sold.
Based on aggregated 13F filings for Q1 2023.