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Global X Adaptive US Factor ETF

65 hedge funds and large institutions have $493M invested in Global X Adaptive US Factor ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 27 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

238% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 8

35% more funds holding

Funds holding: 4865 (+17)

23% more capital invested

Capital invested by funds: $400M → $493M (+$93.1M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.06% less ownership

Funds ownership: 86.16%84.1% (-2.1%)

Holders
65
Holders Change
+17
Holders Change %
+35.42%
% of All Funds
0.86%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
27
Reduced
8
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
$208M -$4.97M -115,983 -2%
WA
2
Waddell & Associates
Tennessee
$65.1M +$1.46M +34,107 +2%
LPL Financial
3
LPL Financial
California
$32.6M +$13.2M +306,853 +73%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$31.1M +$3.11M +72,604 +12%
T
5
Tidemark
California
$14.6M +$866K +20,183 +7%
Raymond James Financial
6
Raymond James Financial
Florida
$14.6M +$7.51M +175,136 +116%
PAG
7
Private Advisor Group
New Jersey
$13.7M +$1.18M +27,416 +10%
SF
8
Seros Financial
Arizona
$9.39M +$409K +9,543 +5%
KA
9
Kovack Advisors
Florida
$8.01M +$7.69M +179,288 New
CW
10
Channel Wealth
California
$8.01M +$218K +5,080 +3%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$7.82M +$5.76M +134,339 +331%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$6.97M +$5.72M +133,261 +586%
EH
13
Equitable Holdings
New York
$6.66M +$419K +9,764 +7%
AWA
14
ARQ Wealth Advisors
Arizona
$6.6M
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.69M +$5.46M +127,245 New
MWM
16
Meridian Wealth Management
Kentucky
$4.91M +$4.71M +109,786 New
TAM
17
Titleist Asset Management
Texas
$4.43M +$4.25M +99,035 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.14M +$1.87M +43,581 +89%
AWM
19
Able Wealth Management
New Jersey
$3.87M +$1.25M +29,134 +51%
CIA
20
Concurrent Investment Advisors
Florida
$3.27M -$188K -4,394 -6%
AAS
21
Avantax Advisory Services
Texas
$2.97M +$1.28M +29,894 +82%
MML Investors Services
22
MML Investors Services
Massachusetts
$2.52M +$2.42M +56,478 New
P
23
&Partners
Tennessee
$2.52M +$523K +12,192 +28%
Goldman Sachs
24
Goldman Sachs
New York
$2.13M +$2.04M +47,607 New
AWS
25
Atria Wealth Solutions
New York
$2.1M +$2.02M +47,081 New

AUSF Hedge Fund Activity: Q2 2025 in Review

65 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Global X Adaptive US Factor ETF (AUSF) for Q2 2025, worth a combined $493M — up 23% from $400M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new AUSF positions and 6 closed out — a net gain of 17 holders — while 27 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.2M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $4.97M.

  • 65 institutional investors held Global X Adaptive US Factor ETF (AUSF) as of Q2 2025, up from 48 in Q1 2025.
  • Funds reported $493M of Global X Adaptive US Factor ETF stock for Q2 2025, up 23% quarter-over-quarter.
  • 23 funds opened new Global X Adaptive US Factor ETF positions in Q2 2025 and 6 closed out, a net change of +17 holders.
  • The largest Global X Adaptive US Factor ETF buyer in Q2 2025 was LPL Financial, an estimated $13.2M added.
  • The largest Global X Adaptive US Factor ETF seller in Q2 2025 was Wealth Enhancement Advisory Services, an estimated $4.97M sold.

Based on aggregated 13F filings for Q2 2025.