CAOS icon

Alpha Architect Tail Risk ETF
CAOS

Overview Fund Activity

28 hedge funds and large institutions have $250M invested in Alpha Architect Tail Risk ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 1 reducing their positions, and 4 closing their positions.

Holders
28
Holders Change
+7
Holders Change %
+33.33%
% of All Funds
0.38%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
14
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$3.16M
2
IA
2
Insight Advisors
Pennsylvania
$171M
3
OMC
3
Old Mission Capital
Illinois
$2.07M
4
VFG
4
Valley Financial Group
Pennsylvania
$11.5M
5
EF
5
Empowered Funds
Pennsylvania
$1.24M

Top Sellers

1
WIA
1
World Investment Advisors
California
$0
2
TSS
2
Two Sigma Securities
New York
$0
3
AWS
3
Atria Wealth Solutions
New York
$0
4
AA
4
Ancora Advisors
Ohio
$430K
5
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Quebec, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
1
Insight Advisors
Pennsylvania
$171M 1,943,985 +25,671 +1%
CWA
2
Continuum Wealth Advisors
New York
$27.3M 310,166 +10,306 +3%
CC
3
Cultivar Capital
Texas
$12.4M 140,682 +11,545 +9%
VFG
4
Valley Financial Group
Pennsylvania
$11.5M 130,767 +14,488 +12%
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$4.62M 52,502 +2,764 +6%
EF
6
Empirical Finance
Pennsylvania
$4.35M 49,457 +1,254 +3%
CL
7
CLG LLC
California
$3.6M 40,937 +8,288 +25%
HighTower Advisors
8
HighTower Advisors
Illinois
$3.16M 35,957 +35,957 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.09M 23,722 +1,381 +6%
OMC
10
Old Mission Capital
Illinois
$2.07M 23,524 +15,451 +191%
LKBC
11
L.K. Benson & Company
Maryland
$1.83M 20,797 +9,582 +85%
EF
12
Empowered Funds
Pennsylvania
$1.24M 14,102 +14,102 New
BCG
13
Bravias Capital Group
New Jersey
$1.08M 12,228 +3,366 +38%
AWM
14
Austin Wealth Management
Texas
$706K 7,966 +5,046 +173%
AA
15
Ancora Advisors
Ohio
$430K 4,890 -1,494 -23%
W
16
WealthCollab
Washington
$368K 4,182 +4,182 New
E
17
EntreWealth
Texas
$366K 4,159 +4,159 New
Jane Street
18
Jane Street
New York
$356K 4,046 +4,046 New
NBWM
19
North Berkeley Wealth Management
California
$350K 3,977 +3,977 New
OFG
20
Orcam Financial Group
California
$318K 3,615 +500 +16%
BWM
21
BlackDiamond Wealth Management
New York
$297K 3,371 +3,371 New
MML Investors Services
22
MML Investors Services
Massachusetts
$251K 2,857 +2,857 New
XPN
23
XY Planning Network
Montana
$247K 2,814 +2,814 New
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$239K 2,721 +2,721 New
JWM
25
Jessup Wealth Management
Ohio
$234K 2,661 +2,661 New
1
2