Global X Adaptive US Factor ETF
AUSF
38 hedge funds and large institutions have $259M invested in Global X Adaptive US Factor ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
100% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 7
23% more funds holding
Funds holding: 31 → 38 (+7)
9% more capital invested
Capital invested by funds: $237M → $259M (+$21.8M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.35% less ownership
Funds ownership: 88.47% → 82.12% (-6.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
ARQ Wealth Advisors
Scottsdale,
Arizona
|
+$4.96M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.21M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.14M |
| 4 |
EH
Equitable Holdings
New York
|
+$1.27M |
| 5 |
T
Tidemark
San Diego,
California
|
+$835K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$7.57M |
| 2 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
-$3.11M |
| 3 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$1.22M |
| 4 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
-$927K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$378K |
AUSF Hedge Fund Activity: Q3 2024 in Review
38 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Global X Adaptive US Factor ETF (AUSF) for Q3 2024, worth a combined $259M — up 9.2% from $237M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new AUSF positions and 5 closed out — a net gain of 7 holders — while 14 added to existing stakes and 7 trimmed.
The largest buyer was ARQ Wealth Advisors, opening a new position worth an estimated $4.96M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $7.57M.
- 38 institutional investors held Global X Adaptive US Factor ETF (AUSF) as of Q3 2024, up from 31 in Q2 2024.
- Funds reported $259M of Global X Adaptive US Factor ETF stock for Q3 2024, up 9.2% quarter-over-quarter.
- 12 funds opened new Global X Adaptive US Factor ETF positions in Q3 2024 and 5 closed out, a net change of +7 holders.
- The largest Global X Adaptive US Factor ETF buyer in Q3 2024 was ARQ Wealth Advisors, an estimated $4.96M added.
- The largest Global X Adaptive US Factor ETF seller in Q3 2024 was Wealth Enhancement Advisory Services, an estimated $7.57M sold.
Based on aggregated 13F filings for Q3 2024.