Alpha Architect Tail Risk ETF
CAOS
29 hedge funds and large institutions have $253M invested in Alpha Architect Tail Risk ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 1 reducing their positions, and 4 closing their positions.
1,400% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 1
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
32% more funds holding
Funds holding: 22 → 29 (+7)
7% more capital invested
Capital invested by funds: $237M → $253M (+$15.8M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
4.27% less ownership
Funds ownership: 79.54% → 75.28% (-4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$3.16M |
| 2 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
+$2.25M |
| 3 |
MG
Marex Group
London,
|
+$1.68M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.36M |
| 5 |
VFG
Valley Financial Group
Ambler,
Pennsylvania
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$1.68M |
| 2 |
TSS
Two Sigma Securities
New York
|
-$267K |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$219K |
| 4 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$131K |
| 5 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$2.27K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JWM
26
Jessup Wealth Management
Dayton,
Ohio
| $234K | +$234K | +2,661 | New |
|
27
UBS Group
Zurich,
Switzerland
| $123K | +$59.5K | +678 | +93% |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $23.5K | +$23.4K | +267 | New |
|
|
LC
29
Luminist Capital
Grand Rapids,
Michigan
| $3.87K | – | – | – |
|
|
WIA
30
World Investment Advisors
Santa Barbara,
California
| – | -$1.68M | -19,151 | Closed |
|
|
TSS
31
Two Sigma Securities
New York
| – | -$267K | -3,046 | Closed |
|
|
AWS
32
Atria Wealth Solutions
New York
| – | -$219K | -2,502 | Closed |
|
|
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$2.27K | -26 | Closed |
|
CAOS Hedge Fund Activity: Q1 2025 in Review
29 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect Tail Risk ETF (CAOS) for Q1 2025, worth a combined $253M — up 6.7% from $237M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new CAOS positions and 4 closed out — a net gain of 8 holders — while 15 added to existing stakes and 1 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $3.16M. The largest seller was World Investment Advisors, exiting entirely with an estimated $1.68M sold.
- 29 institutional investors held Alpha Architect Tail Risk ETF (CAOS) as of Q1 2025, up from 22 in Q4 2024.
- Funds reported $253M of Alpha Architect Tail Risk ETF stock for Q1 2025, up 6.7% quarter-over-quarter.
- 12 funds opened new Alpha Architect Tail Risk ETF positions in Q1 2025 and 4 closed out, a net change of +8 holders.
- The largest Alpha Architect Tail Risk ETF buyer in Q1 2025 was HighTower Advisors, an estimated $3.16M added.
- The largest Alpha Architect Tail Risk ETF seller in Q1 2025 was World Investment Advisors, an estimated $1.68M sold.
Based on aggregated 13F filings for Q1 2025.