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Adaptive Hedged Multi-Asset Income ETF

18 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 4 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
Holders Change %
0%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
6
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KPWS
1
Kestra Private Wealth Services
Texas
$7.52M +$118K +15,002 +2%
EMAM
2
Encompass More Asset Management
California
$3.96M -$51.9K -6,597 -1%
RW
3
Rockport Wealth
Ohio
$2.29M +$52.2K +6,632 +2%
PWM
4
Partners Wealth Management
California
$2.27M -$16.1K -2,164 -0.7%
LPL Financial
5
LPL Financial
California
$1.79M -$62.3K -7,915 -3%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$452K -$101K -12,863 -18%
MHS
7
M Holdings Securities
Oregon
$387K +$387K +49,269 New
NA
8
NewEdge Advisors
Louisiana
$292K +$105K +13,305 +56%
EAM
9
Empirical Asset Management
Massachusetts
$149K +$4.27K +543 +3%
CF
10
Centaurus Financial
California
$145K -$53K -6,737 -27%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$140K +$2.53K +322 +2%
UBS Group
12
UBS Group
Switzerland
$118K +$69.2K +8,802 +142%
WIM
13
WealthPlan Investment Management
Nebraska
$103K +$103K +13,122 New
AI
14
Atria Investments
North Carolina
$100K
WP
15
WealthPLAN Partners
Nebraska
$84.9K -$41.3K -5,251 -33%
Osaic Holdings
16
Osaic Holdings
Arizona
$5.62K +$5.62K +722 New
AssetMark Inc
17
AssetMark Inc
California
$1.97K +$1.97K +250 New
Morgan Stanley
18
Morgan Stanley
New York
$10 -$10 -1 -50%
IA
19
Integrity Alliance
Iowa
-$734K -99,083 Closed
Jane Street
20
Jane Street
New York
-$428K -57,753 Closed
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$122K -16,532 Closed
AWM
22
AE Wealth Management
Kansas
-$79.6K -10,750 Closed