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Global X Adaptive US Factor ETF

43 hedge funds and large institutions have $289M invested in Global X Adaptive US Factor ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

340% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 5

13% more funds holding

Funds holding: 3843 (+5)

12% more capital invested

Capital invested by funds: $259M → $289M (+$30.6M)

0.08% more ownership

Funds ownership: 82.12%82.2% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
22
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$556K +$63.9K +1,474 +13%
DFA
27
DHK Financial Advisors
New Hampshire
$421K
SW
28
SteelPeak Wealth
California
$337K
Creative Planning
29
Creative Planning
Kansas
$290K +$14.8K +341 +5%
AAS
30
Avantax Advisory Services
Texas
$259K +$11.1K +257 +4%
Osaic Holdings
31
Osaic Holdings
Arizona
$224K -$650K -14,991 -74%
GWM
32
Geneos Wealth Management
Colorado
$223K +$93.5K +2,158 +69%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$207K -$269K -6,200 -56%
AFA
34
Atlas Financial Advisors
California
$203K +$210K +4,836 New
RCM
35
Raleigh Capital Management
North Carolina
$193K +$1.3K +30 +0.7%
NWM
36
Nova Wealth Management
Florida
$191K +$197K +4,553 New
LWANC
37
Laurel Wealth Advisors (North Carolina)
North Carolina
$45K +$46.4K +1,071 New
SPIA
38
Steward Partners Investment Advisory
New York
$32.7K
SIM
39
Synergy Investment Management
Florida
$21.7K +$22.4K +516 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$12.6K
SAM
41
Smartleaf Asset Management
Massachusetts
$335
PFBT
42
Parkside Financial Bank & Trust
Missouri
$294
Morgan Stanley
43
Morgan Stanley
New York
$62
Wells Fargo
44
Wells Fargo
California
$18 -$43 -1 Closed
Bank of America
45
Bank of America
North Carolina
-$1.2K -28 Closed

AUSF Hedge Fund Activity: Q4 2024 in Review

43 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X Adaptive US Factor ETF (AUSF) for Q4 2024, worth a combined $289M — up 12% from $259M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AUSF positions and 2 closed out — a net gain of 7 holders — while 22 added to existing stakes and 5 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $9.05M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $931K.

  • 43 institutional investors held Global X Adaptive US Factor ETF (AUSF) as of Q4 2024, up from 38 in Q3 2024.
  • Funds reported $289M of Global X Adaptive US Factor ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 9 funds opened new Global X Adaptive US Factor ETF positions in Q4 2024 and 2 closed out, a net change of +7 holders.
  • The largest Global X Adaptive US Factor ETF buyer in Q4 2024 was Commonwealth Equity Services, an estimated $9.05M added.
  • The largest Global X Adaptive US Factor ETF seller in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $931K sold.

Based on aggregated 13F filings for Q4 2024.