Alpha Architect Tail Risk ETF
CAOS
14 hedge funds and large institutions have $207M invested in Alpha Architect Tail Risk ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
100% more funds holding
Funds holding: 7 → 14 (+7)
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
22% more capital invested
Capital invested by funds: $169M → $207M (+$37.2M)
5% less ownership
Funds ownership: 87.97% → 82.98% (-5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWA
Continuum Wealth Advisors
Saratoga Springs,
New York
|
+$15.9M |
| 2 |
VFG
Valley Financial Group
Ambler,
Pennsylvania
|
+$9.46M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.62M |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$2.4M |
| 5 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$367K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$9.61K |
CAOS Hedge Fund Activity: Q3 2024 in Review
14 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect Tail Risk ETF (CAOS) for Q3 2024, worth a combined $207M — up 22% from $169M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CAOS positions and 1 closed out — a net gain of 7 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Continuum Wealth Advisors, opening a new position worth an estimated $15.9M. The largest seller was Fisher Asset Management, exiting entirely with an estimated $367K sold.
- 14 institutional investors held Alpha Architect Tail Risk ETF (CAOS) as of Q3 2024, up from 7 in Q2 2024.
- Funds reported $207M of Alpha Architect Tail Risk ETF stock for Q3 2024, up 22% quarter-over-quarter.
- 8 funds opened new Alpha Architect Tail Risk ETF positions in Q3 2024 and 1 closed out, a net change of +7 holders.
- The largest Alpha Architect Tail Risk ETF buyer in Q3 2024 was Continuum Wealth Advisors, an estimated $15.9M added.
- The largest Alpha Architect Tail Risk ETF seller in Q3 2024 was Fisher Asset Management, an estimated $367K sold.
Based on aggregated 13F filings for Q3 2024.