Adaptive Hedged Multi-Asset Income ETF
AMAX
17 hedge funds and large institutions have $19.8M invested in Adaptive Hedged Multi-Asset Income ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 4 closing their positions.
1% more capital invested
Capital invested by funds: $19.6M → $19.8M (+$164K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.43% less ownership
Funds ownership: 92.09% → 87.66% (-4.4%)
6% less funds holding
Funds holding: 18 → 17 (-1)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$378K |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$115K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$102K |
| 4 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$101K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$67.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
Integrity Alliance
Urbandale,
Iowa
|
-$734K |
| 2 |
Jane Street
New York
|
-$428K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$122K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$98.7K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$79.6K |
AMAX Hedge Fund Activity: Q2 2025 in Review
17 of the 7,616 institutional investors tracked by Wall St. Rank reported a position in Adaptive Hedged Multi-Asset Income ETF (AMAX) for Q2 2025, worth a combined $19.8M — up 0.84% from $19.6M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of AMAX and 3 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 6 added.
The largest buyer was M Holdings Securities, opening a new position worth an estimated $378K. The largest seller was Integrity Alliance, exiting entirely with an estimated $734K sold.
- 17 institutional investors held Adaptive Hedged Multi-Asset Income ETF (AMAX) as of Q2 2025, down from 18 in Q1 2025.
- Funds reported $19.8M of Adaptive Hedged Multi-Asset Income ETF stock for Q2 2025, up 0.84% quarter-over-quarter.
- 3 funds opened new Adaptive Hedged Multi-Asset Income ETF positions in Q2 2025 and 4 closed out, a net change of -1 holder.
- The largest Adaptive Hedged Multi-Asset Income ETF buyer in Q2 2025 was M Holdings Securities, an estimated $378K added.
- The largest Adaptive Hedged Multi-Asset Income ETF seller in Q2 2025 was Integrity Alliance, an estimated $734K sold.
Based on aggregated 13F filings for Q2 2025.