Adaptive Hedged Multi-Asset Income ETF
AMAX
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.
6.49% more ownership
Funds ownership: 96.34% → 102.83% (+6.5%)
6% less funds holding
Funds holding: 18 → 17 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
35% less capital invested
Capital invested by funds: $30.2M → $19.6M (-$10.6M)
44% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$1.28M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.23M |
| 3 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$1.03M |
| 4 |
Jane Street
New York
|
+$291K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$21K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$10.6M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$6.07M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$447K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$418K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$204K |
AMAX Hedge Fund Activity: Q1 2024 in Review
17 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Adaptive Hedged Multi-Asset Income ETF (AMAX) for Q1 2024, worth a combined $19.6M — down 35% from $30.2M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of AMAX and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 5 added.
The largest buyer was Kestra Private Wealth Services, adding an estimated $1.28M. The largest seller was WealthPlan Investment Management, exiting entirely with an estimated $10.6M sold.
- 17 institutional investors held Adaptive Hedged Multi-Asset Income ETF (AMAX) as of Q1 2024, down from 18 in Q4 2023.
- Funds reported $19.6M of Adaptive Hedged Multi-Asset Income ETF stock for Q1 2024, down 35% quarter-over-quarter.
- 3 funds opened new Adaptive Hedged Multi-Asset Income ETF positions in Q1 2024 and 4 closed out, a net change of -1 holder.
- The largest Adaptive Hedged Multi-Asset Income ETF buyer in Q1 2024 was Kestra Private Wealth Services, an estimated $1.28M added.
- The largest Adaptive Hedged Multi-Asset Income ETF seller in Q1 2024 was WealthPlan Investment Management, an estimated $10.6M sold.
Based on aggregated 13F filings for Q1 2024.