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Global X Adaptive US Factor ETF

78 hedge funds and large institutions have $595M invested in Global X Adaptive US Factor ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

61% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 18

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more capital invested

Capital invested by funds: $493M → $595M (+$102M)

20% more funds holding

Funds holding: 6578 (+13)

2.16% less ownership

Funds ownership: 84.1%81.94% (-2.2%)

Holders
78
Holders Change
+13
Holders Change %
+20%
% of All Funds
1.02%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
21
Increased
29
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
26
Kingsview Wealth Management
Oregon
$2.32M +$2.28M +49,946 New
OFS
27
OneAscent Financial Services
Alabama
$2.07M +$2.03M +44,610 New
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.92M +$887K +19,461 +89%
CIA
29
Concurrent Investment Advisors
Florida
$1.79M -$1.58M -34,573 -47%
NPAN
30
Northeast Planning Associates NH
New Hampshire
$1.79M +$1.75M +38,452 New
AWA
31
Arete Wealth Advisors
Illinois
$1.37M -$40.3K -884 -3%
HI
32
Harbour Investments
Wisconsin
$1.36M +$23.1K +508 +2%
Two Sigma Investments
33
Two Sigma Investments
New York
$1.35M +$1.32M +29,000 New
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$1.27M +$630K +13,833 +103%
WWA
35
WCG Wealth Advisors
Nevada
$1.11M +$1.09M +23,969 New
Osaic Holdings
36
Osaic Holdings
Arizona
$944K +$281K +6,171 +43%
CW
37
CreativeOne Wealth
Kansas
$868K -$2.51K -55 -0.3%
MWA
38
Muirfield Wealth Advisors
North Carolina
$809K +$10.8K +237 +1%
WWM
39
Western Wealth Management
Colorado
$797K +$781K +17,146 New
Jane Street
40
Jane Street
New York
$761K -$180K -3,944 -19%
NFG
41
Nations Financial Group
Iowa
$705K +$233K +5,120 +51%
SCM
42
Sollinda Capital Management
Florida
$650K
NWM
43
Nova Wealth Management
Florida
$575K +$216K +4,747 +62%
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$527K +$516K +11,327 New
Goldman Sachs
45
Goldman Sachs
New York
$499K -$1.68M -36,882 -77%
WS
46
Wedbush Securities
California
$465K +$455K +9,989 New
Comerica Bank
47
Comerica Bank
Texas
$446K
LIM
48
Leavell Investment Management
Alabama
$428K -$86.8K -1,905 -17%
CCG
49
Cypress Capital Group
Florida
$413K +$405K +8,890 New
SAI
50
Savvy Advisors Inc
New York
$378K -$49.7K -1,091 -12%

AUSF Hedge Fund Activity: Q3 2025 in Review

78 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Global X Adaptive US Factor ETF (AUSF) for Q3 2025, worth a combined $595M — up 21% from $493M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new AUSF positions and 3 closed out — a net gain of 18 holders — while 29 added to existing stakes and 18 trimmed.

The largest buyer was Bogart Wealth LLC, opening a new position worth an estimated $42.3M. The largest seller was Kovack Advisors, exiting entirely with an estimated $8.01M sold.

  • 78 institutional investors held Global X Adaptive US Factor ETF (AUSF) as of Q3 2025, up from 65 in Q2 2025.
  • Funds reported $595M of Global X Adaptive US Factor ETF stock for Q3 2025, up 21% quarter-over-quarter.
  • 21 funds opened new Global X Adaptive US Factor ETF positions in Q3 2025 and 3 closed out, a net change of +18 holders.
  • The largest Global X Adaptive US Factor ETF buyer in Q3 2025 was Bogart Wealth LLC, an estimated $42.3M added.
  • The largest Global X Adaptive US Factor ETF seller in Q3 2025 was Kovack Advisors, an estimated $8.01M sold.

Based on aggregated 13F filings for Q3 2025.