Global X Adaptive US Factor ETF
AUSF
25 hedge funds and large institutions have $226M invested in Global X Adaptive US Factor ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 2 closing their positions.
700% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 2
127% more funds holding
Funds holding: 11 → 25 (+14)
19% more capital invested
Capital invested by funds: $191M → $226M (+$35.7M)
4.21% less ownership
Funds ownership: 96.13% → 91.92% (-4.2%)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T
Tidemark
San Diego,
California
|
+$4.46M |
| 2 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$3.53M |
| 3 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
+$3.07M |
| 4 |
TA
Tactive Advisors
Jacksonville,
Florida
|
+$1.5M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.12M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$289K |
| 3 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$105K |
| 4 |
LCGC
Legacy Capital Group California
Los Gatos,
California
|
-$75.5K |
| 5 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$39.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Truist Financial
Charlotte,
North Carolina
| – | -$289K | -7,778 | Closed |
|
27
UBS Group
Zurich,
Switzerland
| – | -$18.8K | -505 | Closed |
|
AUSF Hedge Fund Activity: Q1 2024 in Review
25 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X Adaptive US Factor ETF (AUSF) for Q1 2024, worth a combined $226M — up 19% from $191M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new AUSF positions and 2 closed out — a net gain of 14 holders — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Tidemark, opening a new position worth an estimated $4.46M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $1.12M.
- 25 institutional investors held Global X Adaptive US Factor ETF (AUSF) as of Q1 2024, up from 11 in Q4 2023.
- Funds reported $226M of Global X Adaptive US Factor ETF stock for Q1 2024, up 19% quarter-over-quarter.
- 16 funds opened new Global X Adaptive US Factor ETF positions in Q1 2024 and 2 closed out, a net change of +14 holders.
- The largest Global X Adaptive US Factor ETF buyer in Q1 2024 was Tidemark, an estimated $4.46M added.
- The largest Global X Adaptive US Factor ETF seller in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $1.12M sold.
Based on aggregated 13F filings for Q1 2024.