Global X Adaptive US Factor ETF
AUSF
10 hedge funds and large institutions have $996K invested in Global X Adaptive US Factor ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
25% more funds holding
Funds holding: 8 → 10 (+2)
1.41% less ownership
Funds ownership: 1.98% → 0.57% (-1.4%)
66% less capital invested
Capital invested by funds: $2.91M → $996K (-$1.91M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
+$139K |
| 2 |
WAM
Worth Asset Management
Dallas,
Texas
|
+$84K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$216 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.19M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$95.4K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$77K |
| 4 |
LPL Financial
San Diego,
California
|
-$32.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $332K | -$32.3K | -1,044 | -9% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $238K | -$2.19M | -70,873 | -90% |
|
|
RCM
3
Raleigh Capital Management
Cary,
North Carolina
| $140K | – | – | – |
|
|
AWM
4
Accurate Wealth Management
Wesley Chapel,
Florida
| $139K | +$139K | +4,500 | New |
|
|
WAM
5
Worth Asset Management
Dallas,
Texas
| $84.5K | +$84K | +2,720 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $42.8K | -$95.4K | -3,089 | -69% |
|
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $9.32K | – | – | – |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| $9K | – | – | – |
|
|
SPIA
9
Steward Partners Investment Advisory
New York
| $218 | +$216 | +7 | New |
|
10
Wells Fargo
San Francisco,
California
| $31 | – | – | – |
|
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$77K | -2,724 | Closed |
|
AUSF Hedge Fund Activity: Q4 2022 in Review
10 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global X Adaptive US Factor ETF (AUSF) for Q4 2022, worth a combined $996K — down 66% from $2.91M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new AUSF positions and 1 closed out — a net gain of 2 holders — while 0 added to existing stakes and 3 trimmed.
The largest buyer was Accurate Wealth Management, opening a new position worth an estimated $139K. The largest seller was Susquehanna International Group, cutting an estimated $2.19M.
- 10 institutional investors held Global X Adaptive US Factor ETF (AUSF) as of Q4 2022, up from 8 in Q3 2022.
- Funds reported $996K of Global X Adaptive US Factor ETF stock for Q4 2022, down 66% quarter-over-quarter.
- 3 funds opened new Global X Adaptive US Factor ETF positions in Q4 2022 and 1 closed out, a net change of +2 holders.
- The largest Global X Adaptive US Factor ETF buyer in Q4 2022 was Accurate Wealth Management, an estimated $139K added.
- The largest Global X Adaptive US Factor ETF seller in Q4 2022 was Susquehanna International Group, an estimated $2.19M sold.
Based on aggregated 13F filings for Q4 2022.