Global X Adaptive US Factor ETF
AUSF
7 hedge funds and large institutions have $185M invested in Global X Adaptive US Factor ETF in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
20% more capital invested
Capital invested by funds: $154M → $185M (+$30.7M)
17% more funds holding
Funds holding: 6 → 7 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
26.16% less ownership
Funds ownership: 158.89% → 132.73% (-26%)
Top Buyers
Top Sellers
| 1 |
SFG
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
-$11.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.03M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.49M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFA
1
Carroll Financial Associates
Charlotte,
North Carolina
| $127M | +$28.6M | +1,204,082 | +30% |
|
|
CAN
2
Cetera Advisor Networks
El Segundo,
California
| $46.2M | +$6.31M | +265,252 | +16% |
|
|
3
LPL Financial
San Diego,
California
| $8.41M | -$2.49M | -104,928 | -23% |
|
4
Jane Street
New York
| $2.16M | +$1.43M | +60,026 | +205% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $829K | -$4.03M | -169,606 | -83% |
|
|
RJFSA
6
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $371K | +$364K | +15,329 | New |
|
7
UBS Group
Zurich,
Switzerland
| $87K | +$85.2K | +3,584 | New |
|
|
SFG
8
Sage Financial Group
W. Conshohocken,
Pennsylvania
| – | -$11.3M | -1,030,175 | Closed |
|
AUSF Hedge Fund Activity: Q1 2019 in Review
7 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Global X Adaptive US Factor ETF (AUSF) for Q1 2019, worth a combined $185M — up 20% from $154M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new AUSF positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Carroll Financial Associates, adding an estimated $28.6M. The largest seller was Sage Financial Group, exiting entirely with an estimated $11.3M sold.
- 7 institutional investors held Global X Adaptive US Factor ETF (AUSF) as of Q1 2019, up from 6 in Q4 2018.
- Funds reported $185M of Global X Adaptive US Factor ETF stock for Q1 2019, up 20% quarter-over-quarter.
- 2 funds opened new Global X Adaptive US Factor ETF positions in Q1 2019 and 1 closed out, a net change of +1 holder.
- The largest Global X Adaptive US Factor ETF buyer in Q1 2019 was Carroll Financial Associates, an estimated $28.6M added.
- The largest Global X Adaptive US Factor ETF seller in Q1 2019 was Sage Financial Group, an estimated $11.3M sold.
Based on aggregated 13F filings for Q1 2019.