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Adaptive Hedged Multi-Asset Income ETF
AMAX

Overview Fund Activity

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.

Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KPWS
1
Kestra Private Wealth Services
Texas
$3.22M
2
EMAM
2
Encompass More Asset Management
California
$1.57M
3
AI
3
Atria Investments
North Carolina
$1.47M
4
GFA
4
Gallagher Fiduciary Advisors
Illinois
$1.4M
5
WIM
5
WealthPlan Investment Management
Nebraska
$10.6M

Top Sellers

1
CAP
1
Columbia Advisory Partners
Washington
$187K
2
LPL Financial
2
LPL Financial
California
$1.77M
3
OMC
3
Old Mission Capital
Illinois
$0
4
GS
4
GTS Securities
New York
$0
5
EWA
5
EverSource Wealth Advisors
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
1
WealthPlan Investment Management
Nebraska
$10.6M 1,388,038 +50,031 +4%
WP
2
WealthPLAN Partners
Nebraska
$6.07M 796,039 +1,335 +0.2%
KPWS
3
Kestra Private Wealth Services
Texas
$3.22M 423,044 +423,044 New
LPL Financial
4
LPL Financial
California
$1.77M 232,090 -12,824 -5%
EMAM
5
Encompass More Asset Management
California
$1.57M 206,567 +206,567 New
AI
6
Atria Investments
North Carolina
$1.47M 192,864 +192,864 New
GFA
7
Gallagher Fiduciary Advisors
Illinois
$1.4M 183,519 +111,696 +156%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$926K 121,527 +13,588 +13%
CA
9
Cetera Advisors
Colorado
$924K 121,197 +14,100 +13%
CAN
10
Cetera Advisor Networks
California
$688K 90,311 -3,381 -4%
CF
11
Centaurus Financial
California
$305K 39,969 – –
Osaic Holdings
12
Osaic Holdings
Arizona
$302K 39,613 -1,739 -4%
Jane Street
13
Jane Street
New York
$259K 33,929 +33,929 New
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$204K 26,533 +26,533 New
CAP
15
Columbia Advisory Partners
Washington
$187K 24,539 -16,478 -40%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$185K 24,226 +200 +0.8%
EAM
17
Empirical Asset Management
Massachusetts
$109K 14,317 -551 -4%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$8.13K 1,067 +1,067 New
OMC
19
Old Mission Capital
Illinois
– – -13,496 Closed
GS
20
GTS Securities
New York
– – -11,506 Closed
EWA
21
EverSource Wealth Advisors
Alabama
– – -5,169 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –