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Global X Adaptive US Factor ETF
AUSF

Overview Fund Activity

38 hedge funds and large institutions have $259M invested in Global X Adaptive US Factor ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
38
Holders Change
+7
Holders Change %
+22.58%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
14
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
ARQ Wealth Advisors
Arizona
$5.1M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.29M
3
LPL Financial
3
LPL Financial
California
$8.79M
4
EH
4
Equitable Holdings
New York
$3.01M
5
T
5
Tidemark
California
$11.4M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$203M
2
SHJ
2
Sharkey, Howes & Javer
Colorado
$0
3
FEM
3
Fulcrum Equity Management
Texas
$0
4
CIA
4
Concurrent Investment Advisors
Florida
$3.08M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SW
26
SteelPeak Wealth
California
$341K 7,990 +7,990 New
Creative Planning
27
Creative Planning
Kansas
$280K 6,554 +6,554 New
AAS
28
Avantax Advisory Services
Texas
$252K 5,905 +706 +14%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$249K 5,830 +75 +1%
RCM
30
Raleigh Capital Management
North Carolina
$195K 4,556 +30 +0.7%
GWM
31
Geneos Wealth Management
Colorado
$134K 3,148 +3,148 New
SPIA
32
Steward Partners Investment Advisory
New York
$33.2K 778 +778 New
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$12.8K 300 – –
Bank of America
34
Bank of America
North Carolina
$1.2K 28 -25 -47%
SAM
35
Smartleaf Asset Management
Massachusetts
$340 8 – –
PFBT
36
Parkside Financial Bank & Trust
Missouri
$299 7 – –
Morgan Stanley
37
Morgan Stanley
New York
$53 1 -100 -99%
Wells Fargo
38
Wells Fargo
California
$34 1 – –
SHJ
39
Sharkey, Howes & Javer
Colorado
– – -78,434 Closed
FEM
40
Fulcrum Equity Management
Texas
– – -30,858 Closed
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
– – -9,518 Closed
LCGC
42
Legacy Capital Group California
California
– – -7,169 Closed
Fidelity Investments
43
Fidelity Investments
Massachusetts
– – -186 Closed
CFGS
44
Concourse Financial Group Securities
Alabama
– – – –
1
2