Adaptive Hedged Multi-Asset Income ETF
AMAX
15 hedge funds and large institutions have $21.2M invested in Adaptive Hedged Multi-Asset Income ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 15 → 15 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
13.1% less ownership
Funds ownership: 82.83% → 69.73% (-13%)
47% less capital invested
Capital invested by funds: $39.6M → $21.2M (-$18.4M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$3.7M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$1.85M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$205K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$154K |
| 5 |
EAM
Empirical Asset Management
Wellesley,
Massachusetts
|
+$113K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
-$12.4M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$8.09M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.16M |
| 4 |
Jane Street
New York
|
-$853K |
| 5 |
GS
GTS Securities
Miami,
Florida
|
-$71.3K |
AMAX Hedge Fund Activity: Q3 2023 in Review
15 of the 6,304 institutional investors tracked by Wall St. Rank reported a position in Adaptive Hedged Multi-Asset Income ETF (AMAX) for Q3 2023, worth a combined $21.2M — down 47% from $39.6M a quarter earlier.
Fund positioning in AMAX was balanced in Q3 2023: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 5 trimmed.
The largest buyer was WealthPlan Investment Management, adding an estimated $3.7M. The largest seller was Gallagher Fiduciary Advisors, cutting an estimated $12.4M.
- 15 institutional investors held Adaptive Hedged Multi-Asset Income ETF (AMAX) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $21.2M of Adaptive Hedged Multi-Asset Income ETF stock for Q3 2023, down 47% quarter-over-quarter.
- 2 funds opened new Adaptive Hedged Multi-Asset Income ETF positions in Q3 2023 and 2 closed out, a net change of 0 holders.
- The largest Adaptive Hedged Multi-Asset Income ETF buyer in Q3 2023 was WealthPlan Investment Management, an estimated $3.7M added.
- The largest Adaptive Hedged Multi-Asset Income ETF seller in Q3 2023 was Gallagher Fiduciary Advisors, an estimated $12.4M sold.
Based on aggregated 13F filings for Q3 2023.