Adaptive Hedged Multi-Asset Income ETF
AMAX
15 hedge funds and large institutions have $17M invested in Adaptive Hedged Multi-Asset Income ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
1% less capital invested
Capital invested by funds: $17.2M → $17M (-$204K)
5.95% less ownership
Funds ownership: 89.8% → 83.85% (-5.9%)
6% less funds holding
Funds holding: 16 → 15 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$608K |
| 2 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$463K |
| 3 |
RW
Rockport Wealth
Fairview Park,
Ohio
|
+$225K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$216K |
| 5 |
LPL Financial
San Diego,
California
|
+$73.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.28M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$415K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$242K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$219K |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$62.7K |
AMAX Hedge Fund Activity: Q3 2024 in Review
15 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Adaptive Hedged Multi-Asset Income ETF (AMAX) for Q3 2024, worth a combined $17M — down 1.2% from $17.2M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of AMAX and 2 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 7 added.
The largest buyer was Kestra Private Wealth Services, adding an estimated $608K. The largest seller was Jane Street, exiting entirely with an estimated $1.28M sold.
- 15 institutional investors held Adaptive Hedged Multi-Asset Income ETF (AMAX) as of Q3 2024, down from 16 in Q2 2024.
- Funds reported $17M of Adaptive Hedged Multi-Asset Income ETF stock for Q3 2024, down 1.2% quarter-over-quarter.
- 2 funds opened new Adaptive Hedged Multi-Asset Income ETF positions in Q3 2024 and 3 closed out, a net change of -1 holder.
- The largest Adaptive Hedged Multi-Asset Income ETF buyer in Q3 2024 was Kestra Private Wealth Services, an estimated $608K added.
- The largest Adaptive Hedged Multi-Asset Income ETF seller in Q3 2024 was Jane Street, an estimated $1.28M sold.
Based on aggregated 13F filings for Q3 2024.