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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
29
Holders Change
+7
Holders Change %
+31.82%
% of All Funds
0.39%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
15
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$3.16M
2
IA
Insight Advisors
Pennsylvania
+$2.25M
3
MG
Marex Group
+$1.68M
4
OMC
Old Mission Capital
Illinois
+$1.36M
5
VFG
Valley Financial Group
Pennsylvania
+$1.27M

Top Sellers

Rank Fund Capital Flow
1
WIA
World Investment Advisors
California
-$1.68M
2
TSS
Two Sigma Securities
New York
-$267K
3
AWS
Atria Wealth Solutions
New York
-$219K
4
AA
Ancora Advisors
Ohio
-$131K
5
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$2.27K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1
Insight Advisors
Pennsylvania
$171M +$2.25M +25,671 +1%
CWA
2
Continuum Wealth Advisors
New York
$27.3M +$905K +10,306 +3%
CC
3
Cultivar Capital
Texas
$12.4M +$1.01M +11,545 +9%
VFG
4
Valley Financial Group
Pennsylvania
$11.5M +$1.27M +14,488 +12%
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$4.62M +$243K +2,764 +6%
EF
6
Empirical Finance
Pennsylvania
$4.35M +$110K +1,254 +3%
CL
7
CLG LLC
California
$3.6M +$728K +8,288 +25%
HighTower Advisors
8
HighTower Advisors
Illinois
$3.16M +$3.16M +35,957 New
MG
9
Marex Group
$2.44M +$1.68M +19,099 +220%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.09M +$121K +1,381 +6%
OMC
11
Old Mission Capital
Illinois
$2.07M +$1.36M +15,451 +191%
LKBC
12
L.K. Benson & Company
Maryland
$1.83M +$841K +9,582 +85%
EF
13
Empowered Funds
Pennsylvania
$1.24M +$1.24M +14,102 New
BCG
14
Bravias Capital Group
New Jersey
$1.08M +$296K +3,366 +38%
AWM
15
Austin Wealth Management
Texas
$706K +$443K +5,046 +173%
AA
16
Ancora Advisors
Ohio
$430K -$131K -1,494 -23%
W
17
WealthCollab
Washington
$368K +$367K +4,182 New
E
18
EntreWealth
Texas
$366K +$365K +4,159 New
Jane Street
19
Jane Street
New York
$356K +$355K +4,046 New
NBWM
20
North Berkeley Wealth Management
California
$350K +$349K +3,977 New
OFG
21
Orcam Financial Group
California
$318K +$43.9K +500 +16%
BWM
22
BlackDiamond Wealth Management
New York
$297K +$296K +3,371 New
MML Investors Services
23
MML Investors Services
Massachusetts
$251K +$251K +2,857 New
XPN
24
XY Planning Network
Montana
$247K +$247K +2,814 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$239K +$239K +2,721 New
1
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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.