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Adaptive Hedged Multi-Asset Income ETF

17 hedge funds and large institutions have $19.6M invested in Adaptive Hedged Multi-Asset Income ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
3
Increased
5
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KPWS
1
Kestra Private Wealth Services
Texas
$4.73M 586,373 +163,329 +39%
RW
2
Rockport Wealth
Ohio
$2.74M 339,649 +339,649 New
EMAM
3
Encompass More Asset Management
California
$2.73M 338,596 +132,029 +64%
LPL Financial
4
LPL Financial
California
$1.71M 211,983 -20,107 -9%
AI
5
Atria Investments
North Carolina
$1.53M 189,747 -3,117 -2%
GFA
6
Gallagher Fiduciary Advisors
Illinois
$1.38M 171,175 -12,344 -7%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.27M 156,987 +156,987 New
CA
8
Cetera Advisors
Colorado
$958K 118,633 -2,564 -2%
Jane Street
9
Jane Street
New York
$575K 71,218 +37,289 +110%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$519K 64,344 -57,183 -47%
Osaic Holdings
11
Osaic Holdings
Arizona
$341K 42,306 +2,693 +7%
CF
12
Centaurus Financial
California
$323K 40,041 +72 +0.2%
CAN
13
Cetera Advisor Networks
California
$297K 36,819 -53,492 -59%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$190K 23,593 -633 -3%
WP
15
WealthPLAN Partners
Nebraska
$154K 19,080 -776,959 -98%
EAM
16
Empirical Asset Management
Massachusetts
$114K 14,089 -228 -2%
UBS Group
17
UBS Group
Switzerland
$16.4K 2,037 +2,037 New
WIM
18
WealthPlan Investment Management
Nebraska
-1,388,038 Closed
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
-26,533 Closed
CAP
20
Columbia Advisory Partners
Washington
-24,539 Closed
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
-1,067 Closed
CFGS
22
Concourse Financial Group Securities
Alabama