Global X Adaptive US Factor ETF
AUSF
31 hedge funds and large institutions have $237M invested in Global X Adaptive US Factor ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 0 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
24% more funds holding
Funds holding: 25 → 31 (+6)
5% more capital invested
Capital invested by funds: $226M → $237M (+$10.8M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.45% less ownership
Funds ownership: 91.92% → 88.47% (-3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$7.4M |
| 2 |
T
Tidemark
San Diego,
California
|
+$5.16M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.1M |
| 4 |
EH
Equitable Holdings
New York
|
+$812K |
| 5 |
AWM
Able Wealth Management
Toms River,
New Jersey
|
+$773K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.75M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$153K |
| 3 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
-$49.9K |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$17K |
| 5 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$15.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fidelity Investments
Boston,
Massachusetts
| $7.38K | +$7.37K | +186 | New |
|
27
Morgan Stanley
New York
| $4.02K | +$3.96K | +100 | +10,000% |
|
28
Bank of America
Charlotte,
North Carolina
| $2.1K | -$515 | -13 | -20% |
|
|
SAM
29
Smartleaf Asset Management
Boston,
Massachusetts
| $315 | – | – | – |
|
|
PFBT
30
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $278 | +$277 | +7 | New |
|
31
Wells Fargo
San Francisco,
California
| $27 | – | – | – |
|
AUSF Hedge Fund Activity: Q2 2024 in Review
31 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Global X Adaptive US Factor ETF (AUSF) for Q2 2024, worth a combined $237M — up 4.8% from $226M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new AUSF positions and 0 closed out — a net gain of 8 holders — while 14 added to existing stakes and 6 trimmed.
The largest buyer was Private Advisor Group, opening a new position worth an estimated $7.4M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $1.75M.
- 31 institutional investors held Global X Adaptive US Factor ETF (AUSF) as of Q2 2024, up from 25 in Q1 2024.
- Funds reported $237M of Global X Adaptive US Factor ETF stock for Q2 2024, up 4.8% quarter-over-quarter.
- 8 funds opened new Global X Adaptive US Factor ETF positions in Q2 2024 and 0 closed out, a net change of +8 holders.
- The largest Global X Adaptive US Factor ETF buyer in Q2 2024 was Private Advisor Group, an estimated $7.4M added.
- The largest Global X Adaptive US Factor ETF seller in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $1.75M sold.
Based on aggregated 13F filings for Q2 2024.