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Global X Adaptive US Factor ETF

85 hedge funds and large institutions have $591M invested in Global X Adaptive US Factor ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 20

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less funds holding

Funds holding: 8985 (-4)

7% less capital invested

Capital invested by funds: $635M → $591M (-$43.9M)

13.28% less ownership

Funds ownership: 84.16%70.87% (-13%)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
85
Holders Change
-4
Holders Change %
-4.49%
% of All Funds
1.05%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
44
Reduced
20
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$23.6K +$23.8K +489 New
PTC
77
Private Trust Company
Ohio
$19.2K +$18.1K +371 +1,374%
LFG
78
Larson Financial Group
Missouri
$13.9K -$14.7K -303 -51%
NS
79
NBC Securities
Alabama
$12.6K +$6.08K +125 +93%
LWMI
80
Legacy Wealth Management (Idaho)
Idaho
$11.1K +$11.1K +229 New
CIAS
81
Capital Investment Advisory Services
North Carolina
$4.94K +$49 +1 +1%
CAL
82
Capital Advisors Ltd
Ohio
$3K
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$2.42K
SAM
84
Smartleaf Asset Management
Massachusetts
$382
PFBT
85
Parkside Financial Bank & Trust
Missouri
$339
Wells Fargo
86
Wells Fargo
California
$23 -$49 -1 Closed
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
-$904K -19,487 Closed
BAMG
88
Brand Asset Management Group
Missouri
-$318K -6,851 Closed
SW
89
SteelPeak Wealth
California
-$299K -6,435 Closed
AWA
90
Arete Wealth Advisors
Illinois
-$260K -5,609 Closed
VWA
91
Visionary Wealth Advisors
Illinois
-$220K -4,734 Closed
LIM
92
Leavell Investment Management
Alabama
-$216K -4,639 Closed
IA
93
IFP Advisors
Florida
-$145K -3,132 Closed
KAS
94
Kestra Advisory Services
Texas
-$69.5K -1,500 Closed
UBS Group
95
UBS Group
Switzerland
-$48.5K -1,046 Closed
LWANC
96
Laurel Wealth Advisors (North Carolina)
North Carolina
-$35.8K -771 Closed
SPIA
97
Steward Partners Investment Advisory
New York
-$29.9K -645 Closed
Jones Financial Companies
98
Jones Financial Companies
Missouri
-$1.81K -39 Closed
IRC
99
Investors Research Corp
Georgia
-$1.18K -25 Closed

AUSF Hedge Fund Activity: Q1 2026 in Review

85 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Global X Adaptive US Factor ETF (AUSF) for Q1 2026, worth a combined $591M — down 6.9% from $635M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of AUSF and 11 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 44 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $21.1M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $111M.

  • 85 institutional investors held Global X Adaptive US Factor ETF (AUSF) as of Q1 2026, down from 89 in Q4 2025.
  • Funds reported $591M of Global X Adaptive US Factor ETF stock for Q1 2026, down 6.9% quarter-over-quarter.
  • 11 funds opened new Global X Adaptive US Factor ETF positions in Q1 2026 and 14 closed out, a net change of -3 holders.
  • The largest Global X Adaptive US Factor ETF buyer in Q1 2026 was Commonwealth Equity Services, an estimated $21.1M added.
  • The largest Global X Adaptive US Factor ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2026.