PMV Adaptive Risk Parity ETF
8 hedge funds and large institutions have $37.3M invested in PMV Adaptive Risk Parity ETF in 2025 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
52.59% less ownership
Funds ownership: 141.78% → 89.19% (-53%)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 4
Holders
8
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$970K | |
| 2 | +$720K | |
| 3 | +$389K | |
| 4 |
VAG
VisionPoint Advisory Group
Dallas,
Texas
|
+$123K |
| 5 |
CP
Castleview Partners
Dallas,
Texas
|
+$64.1K |
Top Sellers
| 1 | -$17.8M | |
| 2 | -$959K | |
| 3 | -$483K | |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$31.6K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$23.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LA
1
Latitude Advisors
Vero Beach,
Florida
| $20M |
|
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|
PCA
2
PMV Capital Advisers
Dallas,
Texas
| $12.8M |
|
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|
CP
3
Castleview Partners
Dallas,
Texas
| $2.25M |
|
|||
|
IA
4
Integrity Alliance
Urbandale,
Iowa
| $1.33M |
|
|||
|
VAG
5
VisionPoint Advisory Group
Dallas,
Texas
| $620K |
|
|||
|
6
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $206K |
|
|||
|
SIS
7
Sound Income Strategies
Ft Lauderdale,
Florida
| $140K |
|
|||
8
Morgan Stanley
New York
| $28 |
|
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|
GS
9
GWN Securities
Palm Beach Gardens,
Florida
| – |
|
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|
GS
10
GTS Securities
New York
| – |
|
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|
TC
11
TownSquare Capital
Provo,
Utah
| – |
|
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|
12
UBS Group
Zurich,
Switzerland
| – |
|