Adaptive Hedged Multi-Asset Income ETF
AMAX
16 hedge funds and large institutions have $17.2M invested in Adaptive Hedged Multi-Asset Income ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
6% less funds holding
Funds holding: 17 → 16 (-1)
12% less capital invested
Capital invested by funds: $19.6M → $17.2M (-$2.35M)
13.02% less ownership
Funds ownership: 102.83% → 89.8% (-13%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$1.21M |
| 2 |
Jane Street
New York
|
+$729K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$410K |
| 4 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$253K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$173K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.41M |
| 2 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
-$1.38M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$290K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$275K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
-$104K |
AMAX Hedge Fund Activity: Q2 2024 in Review
16 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Adaptive Hedged Multi-Asset Income ETF (AMAX) for Q2 2024, worth a combined $17.2M — down 12% from $19.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new AMAX positions and 1 closed out — a net gain of 1 holder — while 8 added to existing stakes and 6 trimmed.
The largest buyer was Kestra Private Wealth Services, adding an estimated $1.21M. The largest seller was Atria Investments, cutting an estimated $1.41M.
- 16 institutional investors held Adaptive Hedged Multi-Asset Income ETF (AMAX) as of Q2 2024, down from 17 in Q1 2024.
- Funds reported $17.2M of Adaptive Hedged Multi-Asset Income ETF stock for Q2 2024, down 12% quarter-over-quarter.
- 2 funds opened new Adaptive Hedged Multi-Asset Income ETF positions in Q2 2024 and 1 closed out, a net change of +1 holder.
- The largest Adaptive Hedged Multi-Asset Income ETF buyer in Q2 2024 was Kestra Private Wealth Services, an estimated $1.21M added.
- The largest Adaptive Hedged Multi-Asset Income ETF seller in Q2 2024 was Atria Investments, an estimated $1.41M sold.
Based on aggregated 13F filings for Q2 2024.