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Global X Adaptive US Factor ETF

43 hedge funds and large institutions have $289M invested in Global X Adaptive US Factor ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

340% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 5

13% more funds holding

Funds holding: 3843 (+5)

12% more capital invested

Capital invested by funds: $259M → $289M (+$30.6M)

0.08% more ownership

Funds ownership: 82.12%82.2% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
22
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$198M -$931K -21,484 -0.5%
LPL Financial
2
LPL Financial
California
$13.4M +$4.92M +113,609 +55%
T
3
Tidemark
California
$12.1M +$958K +22,098 +8%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$11M +$9.05M +208,670 +389%
PAG
5
Private Advisor Group
New Jersey
$9.16M +$772K +17,805 +9%
CW
6
Channel Wealth
California
$6.01M +$6.2M +143,048 New
Raymond James Financial
7
Raymond James Financial
Florida
$5.91M +$6.1M +140,834 New
AWA
8
ARQ Wealth Advisors
Arizona
$5.87M +$842K +19,416 +16%
EH
9
Equitable Holdings
New York
$5.01M +$2.12M +48,812 +69%
CIA
10
Concurrent Investment Advisors
Florida
$3.16M +$135K +3,114 +4%
Goldman Sachs
11
Goldman Sachs
New York
$1.86M +$1.92M +44,227 New
AWM
12
Able Wealth Management
New Jersey
$1.72M +$378K +8,718 +27%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.46M +$920K +21,222 +155%
P
14
&Partners
Tennessee
$1.33M +$468K +10,793 +54%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.26M +$513K +11,831 +65%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$1.19M +$794K +18,318 +183%
AWA
17
Arete Wealth Advisors
Illinois
$1.18M +$16.8K +388 +1%
CW
18
CreativeOne Wealth
Kansas
$889K +$918K +21,176 New
WWA
19
WCG Wealth Advisors
Nevada
$831K +$858K +19,791 New
MWM
20
Merriman Wealth Management
Washington
$785K -$44.5K -1,026 -5%
MWA
21
Muirfield Wealth Advisors
North Carolina
$751K +$8.84K +204 +1%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$747K +$16.8K +388 +2%
VWA
23
Visionary Wealth Advisors
Illinois
$744K +$193K +4,453 +34%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$651K +$419K +9,667 +166%
SCM
25
Sollinda Capital Management
Florida
$629K -$21.7K -500 -3%

AUSF Hedge Fund Activity: Q4 2024 in Review

43 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X Adaptive US Factor ETF (AUSF) for Q4 2024, worth a combined $289M — up 12% from $259M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AUSF positions and 2 closed out — a net gain of 7 holders — while 22 added to existing stakes and 5 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $9.05M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $931K.

  • 43 institutional investors held Global X Adaptive US Factor ETF (AUSF) as of Q4 2024, up from 38 in Q3 2024.
  • Funds reported $289M of Global X Adaptive US Factor ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 9 funds opened new Global X Adaptive US Factor ETF positions in Q4 2024 and 2 closed out, a net change of +7 holders.
  • The largest Global X Adaptive US Factor ETF buyer in Q4 2024 was Commonwealth Equity Services, an estimated $9.05M added.
  • The largest Global X Adaptive US Factor ETF seller in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $931K sold.

Based on aggregated 13F filings for Q4 2024.