Global X Adaptive US Factor ETF
AUSF
11 hedge funds and large institutions have $191M invested in Global X Adaptive US Factor ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
120% more funds holding
Funds holding: 5 → 11 (+6)
21% more capital invested
Capital invested by funds: $157M → $191M (+$33.2M)
0.53% more ownership
Funds ownership: 95.6% → 96.13% (+0.53%)
Top Buyers
Top Sellers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$27K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $186M | +$782K | +23,271 | +0.5% |
|
|
FEM
2
Fulcrum Equity Management
Plano,
Texas
| $1.26M | +$1.14M | +33,979 | New |
|
|
MWM
3
Merriman Wealth Management
Seattle,
Washington
| $871K | +$787K | +23,416 | New |
|
4
LPL Financial
San Diego,
California
| $866K | +$321K | +9,551 | +69% |
|
|
MWA
5
Muirfield Wealth Advisors
Charlotte,
North Carolina
| $635K | +$574K | +17,069 | New |
|
|
LCGC
6
Legacy Capital Group California
Los Gatos,
California
| $336K | +$304K | +9,048 | New |
|
7
Truist Financial
Charlotte,
North Carolina
| $289K | +$261K | +7,778 | New |
|
|
RCM
8
Raleigh Capital Management
Cary,
North Carolina
| $167K | – | – | – |
|
9
UBS Group
Zurich,
Switzerland
| $18.8K | +$17K | +505 | New |
|
10
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $11.2K | – | – | – |
|
11
Wells Fargo
San Francisco,
California
| $33 | +$34 | +1 | New |
|
|
12
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$27K | -855 | Closed |
|
AUSF Hedge Fund Activity: Q4 2023 in Review
11 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X Adaptive US Factor ETF (AUSF) for Q4 2023, worth a combined $191M — up 21% from $157M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new AUSF positions and 1 closed out — a net gain of 6 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Fulcrum Equity Management, opening a new position worth an estimated $1.14M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $27K sold.
- 11 institutional investors held Global X Adaptive US Factor ETF (AUSF) as of Q4 2023, up from 5 in Q3 2023.
- Funds reported $191M of Global X Adaptive US Factor ETF stock for Q4 2023, up 21% quarter-over-quarter.
- 7 funds opened new Global X Adaptive US Factor ETF positions in Q4 2023 and 1 closed out, a net change of +6 holders.
- The largest Global X Adaptive US Factor ETF buyer in Q4 2023 was Fulcrum Equity Management, an estimated $1.14M added.
- The largest Global X Adaptive US Factor ETF seller in Q4 2023 was Royal Bank of Canada, an estimated $27K sold.
Based on aggregated 13F filings for Q4 2023.