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Global X Adaptive US Factor ETF

48 hedge funds and large institutions have $400M invested in Global X Adaptive US Factor ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 4

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

38% more capital invested

Capital invested by funds: $289M → $400M (+$110M)

12% more funds holding

Funds holding: 4348 (+5)

3.95% more ownership

Funds ownership: 82.2%86.16% (+4%)

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
0.64%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
13
Increased
25
Reduced
4
Closed
6
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
$204M -$2M -46,185 -1%
WA
2
Waddell & Associates
Tennessee
$62.1M +$61.5M +1,423,088 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$27.2M +$15.6M +360,932 +138%
LPL Financial
4
LPL Financial
California
$18.4M +$4.42M +102,354 +32%
T
5
Tidemark
California
$13.4M +$801K +18,542 +6%
PAG
6
Private Advisor Group
New Jersey
$12.2M +$2.65M +61,252 +28%
SF
7
Seros Financial
Arizona
$8.76M +$8.67M +200,629 New
CW
8
Channel Wealth
California
$7.6M +$1.35M +31,157 +22%
AWA
9
ARQ Wealth Advisors
Arizona
$6.6M +$500K +11,575 +8%
Raymond James Financial
10
Raymond James Financial
Florida
$6.59M +$442K +10,234 +7%
EH
11
Equitable Holdings
New York
$6.08M +$863K +19,968 +17%
CIA
12
Concurrent Investment Advisors
Florida
$3.38M +$102K +2,356 +3%
AWM
13
Able Wealth Management
New Jersey
$2.51M +$718K +16,615 +41%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.14M +$827K +19,141 +64%
P
15
&Partners
Tennessee
$1.86M +$518K +11,995 +39%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.83M +$301K +6,969 +20%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$1.77M +$528K +12,211 +43%
AAS
18
Avantax Advisory Services
Texas
$1.59M +$1.31M +30,332 +492%
AWA
19
Arete Wealth Advisors
Illinois
$1.31M +$86.2K +1,995 +7%
VWA
20
Visionary Wealth Advisors
Illinois
$1.24M +$459K +10,624 +60%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$993K +$215K +4,978 +28%
CW
22
CreativeOne Wealth
Kansas
$927K +$2.68K +62 +0.3%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$798K +$121K +2,793 +18%
MWA
24
Muirfield Wealth Advisors
North Carolina
$790K +$9.94K +230 +1%
CCP
25
Clarity Capital Partners
California
$725K +$718K +16,606 New

AUSF Hedge Fund Activity: Q1 2025 in Review

48 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Global X Adaptive US Factor ETF (AUSF) for Q1 2025, worth a combined $400M — up 38% from $289M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AUSF positions and 6 closed out — a net gain of 7 holders — while 25 added to existing stakes and 4 trimmed.

The largest buyer was Waddell & Associates, opening a new position worth an estimated $61.5M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $2M.

  • 48 institutional investors held Global X Adaptive US Factor ETF (AUSF) as of Q1 2025, up from 43 in Q4 2024.
  • Funds reported $400M of Global X Adaptive US Factor ETF stock for Q1 2025, up 38% quarter-over-quarter.
  • 13 funds opened new Global X Adaptive US Factor ETF positions in Q1 2025 and 6 closed out, a net change of +7 holders.
  • The largest Global X Adaptive US Factor ETF buyer in Q1 2025 was Waddell & Associates, an estimated $61.5M added.
  • The largest Global X Adaptive US Factor ETF seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $2M sold.

Based on aggregated 13F filings for Q1 2025.