Adaptive Hedged Multi-Asset Income ETF
AMAX
17 hedge funds and large institutions have $20.6M invested in Adaptive Hedged Multi-Asset Income ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
21% more capital invested
Capital invested by funds: $17M → $20.6M (+$3.61M)
13% more funds holding
Funds holding: 15 → 17 (+2)
8.87% more ownership
Funds ownership: 83.85% → 92.73% (+8.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$783K |
| 2 |
RW
Rockport Wealth
Fairview Park,
Ohio
|
+$454K |
| 3 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$424K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$335K |
| 5 |
Jane Street
New York
|
+$178K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$400K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$47.2K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$16.6K |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
-$8.31K |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$2.56K |
AMAX Hedge Fund Activity: Q4 2024 in Review
17 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Adaptive Hedged Multi-Asset Income ETF (AMAX) for Q4 2024, worth a combined $20.6M — up 21% from $17M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new AMAX positions and 1 closed out — a net gain of 2 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Kestra Private Wealth Services, adding an estimated $783K. The largest seller was Osaic Holdings, cutting an estimated $400K.
- 17 institutional investors held Adaptive Hedged Multi-Asset Income ETF (AMAX) as of Q4 2024, up from 15 in Q3 2024.
- Funds reported $20.6M of Adaptive Hedged Multi-Asset Income ETF stock for Q4 2024, up 21% quarter-over-quarter.
- 3 funds opened new Adaptive Hedged Multi-Asset Income ETF positions in Q4 2024 and 1 closed out, a net change of +2 holders.
- The largest Adaptive Hedged Multi-Asset Income ETF buyer in Q4 2024 was Kestra Private Wealth Services, an estimated $783K added.
- The largest Adaptive Hedged Multi-Asset Income ETF seller in Q4 2024 was Osaic Holdings, an estimated $400K sold.
Based on aggregated 13F filings for Q4 2024.