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Global X Adaptive US Factor ETF

85 hedge funds and large institutions have $591M invested in Global X Adaptive US Factor ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 20

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less funds holding

Funds holding: 8985 (-4)

7% less capital invested

Capital invested by funds: $635M → $591M (-$43.9M)

13.28% less ownership

Funds ownership: 84.16%70.87% (-13%)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
85
Holders Change
-4
Holders Change %
-4.49%
% of All Funds
1.05%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
44
Reduced
20
Closed
14
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
$117M -$111M -2,280,185 -49%
WA
2
Waddell & Associates
Tennessee
$81.5M +$4.46M +91,708 +6%
LPL Financial
3
LPL Financial
California
$68.1M +$7.6M +156,132 +12%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$51M +$21.1M +433,484 +70%
BWL
5
Bogart Wealth LLC
Virginia
$46.8M +$502K +10,317 +1%
PAG
6
Private Advisor Group
New Jersey
$20.2M -$512K -10,523 -2%
T
7
Tidemark
California
$19.6M -$2.25M -46,152 -10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$14.4M +$7.93M +163,006 +121%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$14.2M +$2.14M +44,000 +18%
Raymond James Financial
10
Raymond James Financial
Florida
$12.7M +$552K +11,341 +5%
AWA
11
ARQ Wealth Advisors
Arizona
$12.6M +$1.6M +32,945 +14%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$12.5M +$416K +8,542 +3%
MWM
13
Meridian Wealth Management
Kentucky
$12.1M -$1.92M -39,463 -14%
SO
14
Sierra Ocean
California
$8.66M +$246K +5,059 +3%
CW
15
Channel Wealth
California
$8.15M -$157K -3,216 -2%
TAM
16
Titleist Asset Management
Texas
$5.81M +$909K +18,684 +18%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.68M +$544K +11,172 +11%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$5.54M -$307K -6,315 -5%
TA
19
Tactive Advisors
Florida
$5.11M +$219K +4,509 +4%
BW
20
Bravera Wealth
North Dakota
$4.85M +$711K +14,609 +17%
SIM
21
Synergy Investment Management
Florida
$4.69M +$435K +8,930 +10%
EH
22
Equitable Holdings
New York
$4.24M -$1.84M -37,862 -29%
CW
23
CreativeOne Wealth
Kansas
$4.14M -$206K -4,223 -5%
AWM
24
Able Wealth Management
New Jersey
$3.84M -$3.41M -70,167 -47%
P
25
&Partners
Tennessee
$3.75M +$501K +10,294 +15%

AUSF Hedge Fund Activity: Q1 2026 in Review

85 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Global X Adaptive US Factor ETF (AUSF) for Q1 2026, worth a combined $591M — down 6.9% from $635M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of AUSF and 11 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 44 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $21.1M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $111M.

  • 85 institutional investors held Global X Adaptive US Factor ETF (AUSF) as of Q1 2026, down from 89 in Q4 2025.
  • Funds reported $591M of Global X Adaptive US Factor ETF stock for Q1 2026, down 6.9% quarter-over-quarter.
  • 11 funds opened new Global X Adaptive US Factor ETF positions in Q1 2026 and 14 closed out, a net change of -3 holders.
  • The largest Global X Adaptive US Factor ETF buyer in Q1 2026 was Commonwealth Equity Services, an estimated $21.1M added.
  • The largest Global X Adaptive US Factor ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2026.