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Adaptive Hedged Multi-Asset Income ETF
AMAX

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
3
Increased
10
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
Integrity Alliance
Iowa
+$734K
2
Jane Street
Jane Street
New York
+$263K
3
EMAM
Encompass More Asset Management
California
+$213K
4
KPWS
Kestra Private Wealth Services
Texas
+$208K
5
PWM
Partners Wealth Management
California
+$130K

Top Sellers

1
RW
Rockport Wealth
Ohio
-$1.06M
2
OMC
Old Mission Capital
Illinois
-$261K
3
AWM
AE Wealth Management
Kansas
-$231K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$147K
5
NA
NewEdge Advisors
Louisiana
-$25.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
1
Kestra Private Wealth Services
Texas
$6.97M +$208K +28,055 +3%
EMAM
2
Encompass More Asset Management
California
$3.78M +$213K +28,719 +6%
PWM
3
Partners Wealth Management
California
$2.27M +$130K +17,602 +6%
RW
4
Rockport Wealth
Ohio
$2.11M -$1.06M -142,836 -33%
LPL Financial
5
LPL Financial
California
$1.74M +$47.5K +6,417 +3%
IA
6
Integrity Alliance
Iowa
$734K +$734K +99,083 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$521K -$147K -19,791 -22%
Jane Street
8
Jane Street
New York
$428K +$263K +35,553 +160%
CF
9
Centaurus Financial
California
$186K – – –
NA
10
NewEdge Advisors
Louisiana
$177K -$25.6K -3,460 -13%
EAM
11
Empirical Asset Management
Massachusetts
$136K +$27.1K +3,659 +25%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$130K +$2.26K +305 +2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$122K +$122K +16,532 New
WP
14
WealthPLAN Partners
Nebraska
$119K +$35.9K +4,844 +43%
AI
15
Atria Investments
North Carolina
$94.2K +$1.04K +140 +1%
AWM
16
AE Wealth Management
Kansas
$79.6K -$231K -31,158 -74%
UBS Group
17
UBS Group
Switzerland
$45.9K +$392 +53 +0.9%
Morgan Stanley
18
Morgan Stanley
New York
$16 +$16 +2 New
OMC
19
Old Mission Capital
Illinois
– -$261K -33,522 Closed
Osaic Holdings
20
Osaic Holdings
Arizona
– -$5.62K -722 Closed