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Global X Adaptive US Factor ETF
AUSF

89 hedge funds and large institutions have $635M invested in Global X Adaptive US Factor ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

90% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 20

14% more funds holding

Funds holding: 78 → 89 (+11)

7% more capital invested

Capital invested by funds: $595M → $635M (+$40.6M)

2.21% more ownership

Funds ownership: 81.94% → 84.16% (+2.2%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
89
Holders Change
+11
Holders Change %
+14.1%
% of All Funds
1.08%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
18
Increased
38
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$13.9M
2
PAG
Private Advisor Group
New Jersey
+$5.16M
3
CW
CreativeOne Wealth
Kansas
+$3.27M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3M
5
WA
Waddell & Associates
Tennessee
+$2.4M

Top Sellers

1
SF
Seros Financial
Arizona
-$9.39M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.36M
3
OFS
OneAscent Financial Services
Alabama
-$2.07M
4
AWA
Arete Wealth Advisors
Illinois
-$1.09M
5
EH
Equitable Holdings
New York
-$970K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$222M +$2.16M +47,212 +1%
WA
2
Waddell & Associates
Tennessee
$73.9M +$2.4M +52,377 +3%
LPL Financial
3
LPL Financial
California
$58.1M +$13.9M +302,286 +32%
BWL
4
Bogart Wealth LLC
Virginia
$44.4M +$1.32M +28,863 +3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$28.8M -$2.36M -51,576 -8%
T
6
Tidemark
California
$21M +$1.64M +35,777 +9%
PAG
7
Private Advisor Group
New Jersey
$19.9M +$5.16M +112,600 +36%
MWM
8
Meridian Wealth Management
Kentucky
$13.4M +$522K +11,376 +4%
Raymond James Financial
9
Raymond James Financial
Florida
$11.7M +$767K +16,737 +7%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$11.6M +$885K +19,306 +8%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$11.6M +$808K +17,632 +8%
AWA
12
ARQ Wealth Advisors
Arizona
$10.6M +$1.64M +35,678 +19%
SO
13
Sierra Ocean
California
$8.07M +$276K +6,021 +4%
CW
14
Channel Wealth
California
$7.97M +$252K +5,501 +3%
AWM
15
Able Wealth Management
New Jersey
$6.94M +$952K +20,772 +16%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6.26M -$345K -7,532 -5%
EH
17
Equitable Holdings
New York
$5.99M -$970K -21,152 -14%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$5.6M +$3M +65,499 +118%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.93M -$892K -19,448 -15%
TAM
20
Titleist Asset Management
Texas
$4.7M +$369K +8,037 +9%
TA
21
Tactive Advisors
Florida
$4.69M +$160K +3,498 +4%
CW
22
CreativeOne Wealth
Kansas
$4.17M +$3.27M +71,280 +382%
SIM
23
Synergy Investment Management
Florida
$4.09M +$67.3K +1,468 +2%
BW
24
Bravera Wealth
North Dakota
$3.97M +$3.93M +85,668 New
Two Sigma Investments
25
Two Sigma Investments
New York
$3.57M +$2.2M +48,000 +166%
1
2 3 4

AUSF Hedge Fund Activity: Q4 2025 in Review

89 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Global X Adaptive US Factor ETF (AUSF) for Q4 2025, worth a combined $635M — up 6.8% from $595M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AUSF positions and 7 closed out — a net gain of 11 holders — while 38 added to existing stakes and 20 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.9M. The largest seller was Seros Financial, cutting an estimated $9.39M.

  • 89 institutional investors held Global X Adaptive US Factor ETF (AUSF) as of Q4 2025, up from 78 in Q3 2025.
  • Funds reported $635M of Global X Adaptive US Factor ETF stock for Q4 2025, up 6.8% quarter-over-quarter.
  • 18 funds opened new Global X Adaptive US Factor ETF positions in Q4 2025 and 7 closed out, a net change of +11 holders.
  • The largest Global X Adaptive US Factor ETF buyer in Q4 2025 was LPL Financial, an estimated $13.9M added.
  • The largest Global X Adaptive US Factor ETF seller in Q4 2025 was Seros Financial, an estimated $9.39M sold.

Based on aggregated 13F filings for Q4 2025.