Adaptive Hedged Multi-Asset Income ETF
AMAX
18 hedge funds and large institutions have $30.2M invested in Adaptive Hedged Multi-Asset Income ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
42% more capital invested
Capital invested by funds: $21.2M → $30.2M (+$9M)
26.61% more ownership
Funds ownership: 69.73% → 96.34% (+27%)
20% more funds holding
Funds holding: 15 → 18 (+3)
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$3.09M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.41M |
| 3 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
+$815K |
| 4 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$365K |
| 5 |
Jane Street
New York
|
+$248K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAP
Columbia Advisory Partners
Spokane,
Washington
|
-$120K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$96.9K |
| 3 |
LPL Financial
San Diego,
California
|
-$93.6K |
| 4 |
GS
GTS Securities
Miami,
Florida
|
-$82.6K |
| 5 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
-$37.1K |
AMAX Hedge Fund Activity: Q4 2023 in Review
18 of the 6,871 institutional investors tracked by Wall St. Rank reported a position in Adaptive Hedged Multi-Asset Income ETF (AMAX) for Q4 2023, worth a combined $30.2M — up 42% from $21.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new AMAX positions and 3 closed out — a net gain of 3 holders — while 6 added to existing stakes and 5 trimmed.
The largest buyer was Kestra Private Wealth Services, opening a new position worth an estimated $3.09M. The largest seller was Columbia Advisory Partners, cutting an estimated $120K.
- 18 institutional investors held Adaptive Hedged Multi-Asset Income ETF (AMAX) as of Q4 2023, up from 15 in Q3 2023.
- Funds reported $30.2M of Adaptive Hedged Multi-Asset Income ETF stock for Q4 2023, up 42% quarter-over-quarter.
- 6 funds opened new Adaptive Hedged Multi-Asset Income ETF positions in Q4 2023 and 3 closed out, a net change of +3 holders.
- The largest Adaptive Hedged Multi-Asset Income ETF buyer in Q4 2023 was Kestra Private Wealth Services, an estimated $3.09M added.
- The largest Adaptive Hedged Multi-Asset Income ETF seller in Q4 2023 was Columbia Advisory Partners, an estimated $120K sold.
Based on aggregated 13F filings for Q4 2023.