Adaptive Hedged Multi-Asset Income ETF
AMAX
15 hedge funds and large institutions have $39.6M invested in Adaptive Hedged Multi-Asset Income ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 10 reducing their positions, and 3 closing their positions.
10.18% less ownership
Funds ownership: 93.01% → 82.83% (-10%)
12% less funds holding
Funds holding: 17 → 15 (-2)
14% less capital invested
Capital invested by funds: $46.2M → $39.6M (-$6.58M)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
80% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$756K |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
+$15.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$2.59M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$2.1M |
| 3 |
CAP
Columbia Advisory Partners
Spokane,
Washington
|
-$1.48M |
| 4 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
-$480K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$266K |
AMAX Hedge Fund Activity: Q2 2023 in Review
15 of the 6,372 institutional investors tracked by Wall St. Rank reported a position in Adaptive Hedged Multi-Asset Income ETF (AMAX) for Q2 2023, worth a combined $39.6M — down 14% from $46.2M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of AMAX and 1 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 2 added.
The largest buyer was Jane Street, adding an estimated $756K. The largest seller was WealthPlan Investment Management, cutting an estimated $2.59M.
- 15 institutional investors held Adaptive Hedged Multi-Asset Income ETF (AMAX) as of Q2 2023, down from 17 in Q1 2023.
- Funds reported $39.6M of Adaptive Hedged Multi-Asset Income ETF stock for Q2 2023, down 14% quarter-over-quarter.
- 1 fund opened new Adaptive Hedged Multi-Asset Income ETF positions in Q2 2023 and 3 closed out, a net change of -2 holders.
- The largest Adaptive Hedged Multi-Asset Income ETF buyer in Q2 2023 was Jane Street, an estimated $756K added.
- The largest Adaptive Hedged Multi-Asset Income ETF seller in Q2 2023 was WealthPlan Investment Management, an estimated $2.59M sold.
Based on aggregated 13F filings for Q2 2023.