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Alpha Architect Tail Risk ETF

36 hedge funds and large institutions have $396M invested in Alpha Architect Tail Risk ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

32% more capital invested

Capital invested by funds: $301M → $396M (+$95.6M)

13% more funds holding

Funds holding: 3236 (+4)

4.6% more ownership

Funds ownership: 72.75%77.35% (+4.6%)

Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.47%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
9
Increased
14
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
Insight Advisors
Pennsylvania
$172M -$3.43M -38,426 -2%
WCM
2
Wealthcare Capital Management
Virginia
$84.9M +$83.6M +937,564 +8,514%
CWA
3
Continuum Wealth Advisors
New York
$28.2M +$456K +5,114 +2%
HighTower Advisors
4
HighTower Advisors
Illinois
$17.4M -$2.73M -30,604 -14%
EF
5
Empirical Finance
Pennsylvania
$17.2M -$1.51M -16,915 -8%
WAP
6
Wealthcare Advisory Partners
Pennsylvania
$16.5M +$1.74M +19,515 +12%
CC
7
Cultivar Capital
Texas
$13.6M +$246K +2,763 +2%
VFG
8
Valley Financial Group
Pennsylvania
$12.8M +$711K +7,972 +6%
HIF
9
Hill Island Financial
Michigan
$10.4M +$10.4M +116,662 New
LKBC
10
L.K. Benson & Company
Maryland
$4.04M +$928K +10,410 +30%
CL
11
CLG LLC
California
$3.45M -$1M -11,219 -23%
EFG
12
Ethos Financial Group
Pennsylvania
$2.54M -$110K -1,229 -4%
BCG
13
Bravias Capital Group
New Jersey
$1.74M +$551K +6,181 +46%
AWM
14
Austin Wealth Management
Texas
$1.43M +$86.2K +967 +6%
CF
15
Centaurus Financial
California
$1.05M +$676K +7,585 +182%
DAS
16
Dynamic Advisor Solutions
Arizona
$918K +$914K +10,254 New
Morgan Stanley
17
Morgan Stanley
New York
$912K +$908K +10,182 New
BWM
18
BlackDiamond Wealth Management
New York
$884K +$880K +9,868 New
MOS
19
MGO One Seven
Ohio
$833K +$18.5K +207 +2%
WCP
20
Wealthcare Capital Partners
Pennsylvania
$754K +$73.9K +829 +11%
PAG
21
Private Advisor Group
New Jersey
$703K +$700K +7,848 New
E
22
EntreWealth
Texas
$700K +$152K +1,700 +28%
MML Investors Services
23
MML Investors Services
Massachusetts
$506K +$137K +1,536 +37%
LA
24
Latitude Advisors
Florida
$379K +$61.5K +690 +19%
XPN
25
XY Planning Network
Montana
$375K

CAOS Hedge Fund Activity: Q3 2025 in Review

36 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect Tail Risk ETF (CAOS) for Q3 2025, worth a combined $396M — up 32% from $301M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CAOS positions and 5 closed out — a net gain of 4 holders — while 14 added to existing stakes and 7 trimmed.

The largest buyer was Wealthcare Capital Management, adding an estimated $83.6M. The largest seller was Insight Advisors, cutting an estimated $3.43M.

  • 36 institutional investors held Alpha Architect Tail Risk ETF (CAOS) as of Q3 2025, up from 32 in Q2 2025.
  • Funds reported $396M of Alpha Architect Tail Risk ETF stock for Q3 2025, up 32% quarter-over-quarter.
  • 9 funds opened new Alpha Architect Tail Risk ETF positions in Q3 2025 and 5 closed out, a net change of +4 holders.
  • The largest Alpha Architect Tail Risk ETF buyer in Q3 2025 was Wealthcare Capital Management, an estimated $83.6M added.
  • The largest Alpha Architect Tail Risk ETF seller in Q3 2025 was Insight Advisors, an estimated $3.43M sold.

Based on aggregated 13F filings for Q3 2025.