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Global X Adaptive US Factor ETF

48 hedge funds and large institutions have $400M invested in Global X Adaptive US Factor ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 4

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

38% more capital invested

Capital invested by funds: $289M → $400M (+$110M)

12% more funds holding

Funds holding: 4348 (+5)

3.95% more ownership

Funds ownership: 82.2%86.16% (+4%)

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
0.64%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
13
Increased
25
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
26
Sollinda Capital Management
Florida
$610K -$43.2K -1,000 -7%
Two Sigma Investments
27
Two Sigma Investments
New York
$524K +$519K +12,000 New
DFA
28
DHK Financial Advisors
New Hampshire
$437K
SW
29
SteelPeak Wealth
California
$416K +$66.5K +1,539 +19%
SAI
30
Savvy Advisors Inc
New York
$401K +$397K +9,178 New
Comerica Bank
31
Comerica Bank
Texas
$343K +$339K +7,849 New
Creative Planning
32
Creative Planning
Kansas
$316K +$14.9K +345 +5%
BAMG
33
Brand Asset Management Group
Missouri
$275K +$272K +6,290 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$269K +$52.6K +1,218 +25%
NFG
35
Nations Financial Group
Iowa
$260K +$257K +5,953 New
Osaic Holdings
36
Osaic Holdings
Arizona
$225K -$7.95K -184 -3%
NWM
37
Nova Wealth Management
Florida
$189K -$9.42K -218 -5%
AP
38
Advisors Preferred
Maryland
$159K +$158K +3,652 New
LFG
39
Larson Financial Group
Missouri
$89.8K +$88.9K +2,057 New
SIM
40
Synergy Investment Management
Florida
$50K +$27.2K +629 +122%
LWANC
41
Laurel Wealth Advisors (North Carolina)
North Carolina
$46.8K
SPIA
42
Steward Partners Investment Advisory
New York
$34K
Fidelity Investments
43
Fidelity Investments
Massachusetts
$18.2K +$18K +417 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$13.1K
CAL
45
Capital Advisors Ltd
Ohio
$3K +$2.98K +69 New
SAM
46
Smartleaf Asset Management
Massachusetts
$345
PFBT
47
Parkside Financial Bank & Trust
Missouri
$306
Wells Fargo
48
Wells Fargo
California
$31 +$43 +1 New
Goldman Sachs
49
Goldman Sachs
New York
-$1.86M -44,227 Closed
WWA
50
WCG Wealth Advisors
Nevada
-$831K -19,791 Closed

AUSF Hedge Fund Activity: Q1 2025 in Review

48 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Global X Adaptive US Factor ETF (AUSF) for Q1 2025, worth a combined $400M — up 38% from $289M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AUSF positions and 6 closed out — a net gain of 7 holders — while 25 added to existing stakes and 4 trimmed.

The largest buyer was Waddell & Associates, opening a new position worth an estimated $61.5M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $2M.

  • 48 institutional investors held Global X Adaptive US Factor ETF (AUSF) as of Q1 2025, up from 43 in Q4 2024.
  • Funds reported $400M of Global X Adaptive US Factor ETF stock for Q1 2025, up 38% quarter-over-quarter.
  • 13 funds opened new Global X Adaptive US Factor ETF positions in Q1 2025 and 6 closed out, a net change of +7 holders.
  • The largest Global X Adaptive US Factor ETF buyer in Q1 2025 was Waddell & Associates, an estimated $61.5M added.
  • The largest Global X Adaptive US Factor ETF seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $2M sold.

Based on aggregated 13F filings for Q1 2025.