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Global X Adaptive US Factor ETF
AUSF

Overview Fund Activity

25 hedge funds and large institutions have $226M invested in Global X Adaptive US Factor ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
25
Holders Change
+14
Holders Change %
+127.27%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
16
Increased
1
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T
1
Tidemark
California
$4.72M
2
CIA
2
Concurrent Investment Advisors
Florida
$3.74M
3
SHJ
3
Sharkey, Howes & Javer
Colorado
$3.26M
4
TA
4
Tactive Advisors
Florida
$1.59M
5
LPL Financial
5
LPL Financial
California
$2.06M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$203M
2
Truist Financial
2
Truist Financial
North Carolina
$0
3
FEM
3
Fulcrum Equity Management
Texas
$1.28M
4
LCGC
4
Legacy Capital Group California
California
$290K
5
MWM
5
Merriman Wealth Management
Washington
$915K
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$203M 4,974,781 -29,005 -0.6%
T
2
Tidemark
California
$4.72M 115,595 +115,595 New
CIA
3
Concurrent Investment Advisors
Florida
$3.74M 91,502 +91,502 New
SHJ
4
Sharkey, Howes & Javer
Colorado
$3.26M 79,693 +79,693 New
LPL Financial
5
LPL Financial
California
$2.06M 50,460 +27,163 +117%
TA
6
Tactive Advisors
Florida
$1.59M 38,839 +38,839 New
FEM
7
Fulcrum Equity Management
Texas
$1.28M 31,258 -2,721 -8%
AWA
8
Arete Wealth Advisors
Illinois
$1.03M 25,251 +25,251 New
MWM
9
Merriman Wealth Management
Washington
$915K 22,381 -1,035 -4%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$912K 22,322 +22,322 New
EH
11
Equitable Holdings
New York
$785K 19,207 +19,207 New
MWA
12
Muirfield Wealth Advisors
North Carolina
$698K 17,069 – –
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$352K 8,622 +8,622 New
AWM
14
Able Wealth Management
New Jersey
$298K 7,288 +7,288 New
LCGC
15
Legacy Capital Group California
California
$290K 7,092 -1,956 -22%
CAN
16
Cetera Advisor Networks
California
$284K 6,941 +6,941 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$203K 4,955 +4,955 New
Osaic Holdings
18
Osaic Holdings
Arizona
$195K 4,766 +4,766 New
RCM
19
Raleigh Capital Management
North Carolina
$184K 4,500 – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$27K 660 +660 New
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$12.3K 300 – –
Bank of America
22
Bank of America
North Carolina
$2.7K 66 +66 New
SAM
23
Smartleaf Asset Management
Massachusetts
$326 8 +8 New
Morgan Stanley
24
Morgan Stanley
New York
$63 1 +1 New
Wells Fargo
25
Wells Fargo
California
$20 1 – –
1
2