Adaptive Hedged Multi-Asset Income ETF
AMAX
20 hedge funds and large institutions have $29M invested in Adaptive Hedged Multi-Asset Income ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
46% more capital invested
Capital invested by funds: $19.8M → $29M (+$9.16M)
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
18% more funds holding
Funds holding: 17 → 20 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.33% less ownership
Funds ownership: 87.66% → 87.32% (-0.33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.03M |
| 2 |
PWM
Partners Wealth Management
Carmel By The Sea,
California
|
+$1.52M |
| 3 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$1.29M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$993K |
| 5 |
Jane Street
New York
|
+$454K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$387K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$140K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$114K |
| 4 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$84.9K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$22K |
AMAX Hedge Fund Activity: Q3 2025 in Review
20 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in Adaptive Hedged Multi-Asset Income ETF (AMAX) for Q3 2025, worth a combined $29M — up 46% from $19.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new AMAX positions and 4 closed out — a net gain of 3 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Osaic Holdings, opening a new position worth an estimated $3.03M. The largest seller was M Holdings Securities, exiting entirely with an estimated $387K sold.
- 20 institutional investors held Adaptive Hedged Multi-Asset Income ETF (AMAX) as of Q3 2025, up from 17 in Q2 2025.
- Funds reported $29M of Adaptive Hedged Multi-Asset Income ETF stock for Q3 2025, up 46% quarter-over-quarter.
- 7 funds opened new Adaptive Hedged Multi-Asset Income ETF positions in Q3 2025 and 4 closed out, a net change of +3 holders.
- The largest Adaptive Hedged Multi-Asset Income ETF buyer in Q3 2025 was Osaic Holdings, an estimated $3.03M added.
- The largest Adaptive Hedged Multi-Asset Income ETF seller in Q3 2025 was M Holdings Securities, an estimated $387K sold.
Based on aggregated 13F filings for Q3 2025.