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Alpha Architect Tail Risk ETF

54 hedge funds and large institutions have $447M invested in Alpha Architect Tail Risk ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 11

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

16% more capital invested

Capital invested by funds: $386M → $447M (+$60.2M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

13% more funds holding

Funds holding: 4854 (+6)

3.56% less ownership

Funds ownership: 71.22%67.66% (-3.6%)

Holders
54
Holders Change
+6
Holders Change %
+12.5%
% of All Funds
0.66%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.1%
New
12
Increased
27
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$1.2M -$1.89M -20,863 -61%
BWM
27
BlackDiamond Wealth Management
New York
$1.09M +$28.9K +320 +3%
CFA
28
Capstone Financial Advisors
Illinois
$1.01M +$500K +5,532 +99%
W
29
WealthCollab
Washington
$909K +$24.9K +276 +3%
AWM
30
Austin Wealth Management
Texas
$834K -$897K -9,925 -52%
PAG
31
Private Advisor Group
New Jersey
$795K +$35.3K +390 +5%
WCP
32
Wealthcare Capital Partners
Pennsylvania
$763K +$11.3K +125 +2%
MML Investors Services
33
MML Investors Services
Massachusetts
$761K +$173K +1,909 +29%
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Quebec, Canada
$755K +$306K +3,384 +69%
DAS
35
Dynamic Advisor Solutions
Arizona
$729K +$27.5K +304 +4%
XPN
36
XY Planning Network
Montana
$665K +$130K +1,437 +24%
MWM
37
McCartney Wealth Management
Missouri
$573K -$42.4K -469 -7%
NA
38
NewEdge Advisors
Louisiana
$526K +$524K +5,796 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$474K +$179K +1,985 +61%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$471K
LA
41
Latitude Advisors
Florida
$448K -$181 -2 -0%
OFG
42
Orcam Financial Group
California
$433K +$99K +1,095 +30%
QCM
43
Quantinno Capital Management
New York
$397K +$18.1K +200 +5%
EFG
44
Ethos Financial Group
Pennsylvania
$357K -$1.79M -19,764 -83%
CIA
45
Caerus Investment Advisors
Texas
$353K +$351K +3,888 New
NBWM
46
North Berkeley Wealth Management
California
$310K
BEI
47
Benjamin Edwards Inc
Missouri
$293K +$12.4K +137 +4%
JWM
48
Jessup Wealth Management
Ohio
$242K
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$232K +$231K +2,554 New
Betterment LLC
50
Betterment LLC
New York
$217K +$216K +2,387 New

CAOS Hedge Fund Activity: Q1 2026 in Review

54 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect Tail Risk ETF (CAOS) for Q1 2026, worth a combined $447M — up 16% from $386M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CAOS positions and 6 closed out — a net gain of 6 holders — while 27 added to existing stakes and 11 trimmed.

The largest buyer was Continuum Wealth Advisors, adding an estimated $19.8M. The largest seller was Insight Advisors, cutting an estimated $2.2M.

  • 54 institutional investors held Alpha Architect Tail Risk ETF (CAOS) as of Q1 2026, up from 48 in Q4 2025.
  • Funds reported $447M of Alpha Architect Tail Risk ETF stock for Q1 2026, up 16% quarter-over-quarter.
  • 12 funds opened new Alpha Architect Tail Risk ETF positions in Q1 2026 and 6 closed out, a net change of +6 holders.
  • The largest Alpha Architect Tail Risk ETF buyer in Q1 2026 was Continuum Wealth Advisors, an estimated $19.8M added.
  • The largest Alpha Architect Tail Risk ETF seller in Q1 2026 was Insight Advisors, an estimated $2.2M sold.

Based on aggregated 13F filings for Q1 2026.