Alpha Architect Tail Risk ETF
CAOS
6 hedge funds and large institutions have $161M invested in Alpha Architect Tail Risk ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
100% more funds holding
Funds holding: 3 → 6 (+3)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
11% more capital invested
Capital invested by funds: $144M → $161M (+$16.4M)
6.43% more ownership
Funds ownership: 87.9% → 94.34% (+6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
+$2.3M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$558K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$377K |
| 4 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
+$16.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$10.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$69.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
1
Insight Advisors
Newtown,
Pennsylvania
| $149M | +$2.3M | +27,874 | +2% |
|
|
CC
2
Cultivar Capital
Denton,
Texas
| $9.94M | +$9.86M | +119,589 | New |
|
|
EF
3
Empirical Finance
Havertown,
Pennsylvania
| $752K | +$16.9K | +205 | +2% |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $563K | +$558K | +6,774 | New |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $380K | +$377K | +4,569 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $10.2K | +$10.1K | +123 | New |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| – | -$69.7K | -857 | Closed |
|
CAOS Hedge Fund Activity: Q4 2023 in Review
6 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect Tail Risk ETF (CAOS) for Q4 2023, worth a combined $161M — up 11% from $144M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CAOS positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Insight Advisors, adding an estimated $2.3M. The largest seller was Osaic Holdings, exiting entirely with an estimated $69.7K sold.
- 6 institutional investors held Alpha Architect Tail Risk ETF (CAOS) as of Q4 2023, up from 3 in Q3 2023.
- Funds reported $161M of Alpha Architect Tail Risk ETF stock for Q4 2023, up 11% quarter-over-quarter.
- 4 funds opened new Alpha Architect Tail Risk ETF positions in Q4 2023 and 1 closed out, a net change of +3 holders.
- The largest Alpha Architect Tail Risk ETF buyer in Q4 2023 was Insight Advisors, an estimated $2.3M added.
- The largest Alpha Architect Tail Risk ETF seller in Q4 2023 was Osaic Holdings, an estimated $69.7K sold.
Based on aggregated 13F filings for Q4 2023.