Adaptive Hedged Multi-Asset Income ETF
AMAX
18 hedge funds and large institutions have $19.6M invested in Adaptive Hedged Multi-Asset Income ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 2 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
6% more funds holding
Funds holding: 17 → 18 (+1)
0.64% less ownership
Funds ownership: 92.73% → 92.09% (-0.64%)
5% less capital invested
Capital invested by funds: $20.6M → $19.6M (-$998K)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
Integrity Alliance
Urbandale,
Iowa
|
+$766K |
| 2 |
Jane Street
New York
|
+$275K |
| 3 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$222K |
| 4 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$217K |
| 5 |
PWM
Partners Wealth Management
Carmel By The Sea,
California
|
+$136K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RW
Rockport Wealth
Fairview Park,
Ohio
|
-$1.1M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$261K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$241K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$153K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$26.7K |
AMAX Hedge Fund Activity: Q1 2025 in Review
18 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in Adaptive Hedged Multi-Asset Income ETF (AMAX) for Q1 2025, worth a combined $19.6M — down 4.8% from $20.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new AMAX positions and 2 closed out — a net gain of 1 holder — while 10 added to existing stakes and 4 trimmed.
The largest buyer was Integrity Alliance, opening a new position worth an estimated $766K. The largest seller was Rockport Wealth, cutting an estimated $1.1M.
- 18 institutional investors held Adaptive Hedged Multi-Asset Income ETF (AMAX) as of Q1 2025, up from 17 in Q4 2024.
- Funds reported $19.6M of Adaptive Hedged Multi-Asset Income ETF stock for Q1 2025, down 4.8% quarter-over-quarter.
- 3 funds opened new Adaptive Hedged Multi-Asset Income ETF positions in Q1 2025 and 2 closed out, a net change of +1 holder.
- The largest Adaptive Hedged Multi-Asset Income ETF buyer in Q1 2025 was Integrity Alliance, an estimated $766K added.
- The largest Adaptive Hedged Multi-Asset Income ETF seller in Q1 2025 was Rockport Wealth, an estimated $1.1M sold.
Based on aggregated 13F filings for Q1 2025.