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Alpha Architect Tail Risk ETF
CAOS

48 hedge funds and large institutions have $386M invested in Alpha Architect Tail Risk ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

163% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 8

33% more funds holding

Funds holding: 36 → 48 (+12)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

3% less capital invested

Capital invested by funds: $396M → $386M (-$9.94M)

6.13% less ownership

Funds ownership: 77.35% → 71.22% (-6.1%)

Holders
48
Holders Change
+12
Holders Change %
+33.33%
% of All Funds
0.58%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
15
Increased
21
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EF
Empowered Funds
Pennsylvania
+$53.7M
2
JWM
JPL Wealth Management
Colorado
+$9.63M
3
MWM
Maridea Wealth Management
New York
+$6.13M
4
KCM
Kathmere Capital Management
Pennsylvania
+$5.03M
5
WCM
Wealthcare Capital Management
Virginia
+$4.34M

Top Sellers

1
IA
Insight Advisors
Pennsylvania
-$89.4M
2
EF
Empirical Finance
Pennsylvania
-$17.2M
3
VFG
Valley Financial Group
Pennsylvania
-$11.6M
4
MOS
MGO One Seven
Ohio
-$833K
5
Morgan Stanley
Morgan Stanley
New York
-$580K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1
Wealthcare Capital Management
Virginia
$89.5M +$4.34M +48,298 +5%
IA
2
Insight Advisors
Pennsylvania
$83M -$89.4M -993,762 -52%
EF
3
Empowered Funds
Pennsylvania
$53.6M +$53.7M +597,146 New
CWA
4
Continuum Wealth Advisors
New York
$31.8M +$3.53M +39,288 +12%
HighTower Advisors
5
HighTower Advisors
Illinois
$20.5M +$3.05M +33,863 +17%
WAP
6
Wealthcare Advisory Partners
Pennsylvania
$17.8M +$1.21M +13,435 +7%
CC
7
Cultivar Capital
Texas
$17.6M +$3.93M +43,685 +29%
HIF
8
Hill Island Financial
Michigan
$12.3M +$1.78M +19,792 +17%
JWM
9
JPL Wealth Management
Colorado
$9.61M +$9.63M +107,086 New
LKBC
10
L.K. Benson & Company
Maryland
$6.25M +$2.2M +24,464 +54%
MWM
11
Maridea Wealth Management
New York
$6.12M +$6.13M +68,147 New
KCM
12
Kathmere Capital Management
Pennsylvania
$5.02M +$5.03M +55,913 New
CL
13
CLG LLC
California
$3.1M -$360K -4,003 -10%
IWM
14
IHT Wealth Management
Illinois
$3.07M +$3.07M +34,132 New
SG
15
Sankala Group
Colorado
$2.19M +$2.18M +24,261 New
EFG
16
Ethos Financial Group
Pennsylvania
$2.13M -$420K -4,669 -16%
AI
17
Atria Investments
North Carolina
$2.01M +$2.02M +22,433 New
SI
18
Seeds Investor
New York
$1.98M +$1.99M +22,106 New
BCG
19
Bravias Capital Group
New Jersey
$1.92M +$169K +1,876 +10%
AWM
20
Austin Wealth Management
Texas
$1.72M +$292K +3,251 +20%
CF
21
Centaurus Financial
California
$1.51M +$458K +5,087 +43%
VFG
22
Valley Financial Group
Pennsylvania
$1.33M -$11.6M -128,552 -90%
BWM
23
BlackDiamond Wealth Management
New York
$1.05M +$163K +1,809 +18%
E
24
EntreWealth
Texas
$1.05M +$344K +3,823 +49%
W
25
WealthCollab
Washington
$874K +$500K +5,556 +133%
1
2 3

CAOS Hedge Fund Activity: Q4 2025 in Review

48 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect Tail Risk ETF (CAOS) for Q4 2025, worth a combined $386M — down 2.5% from $396M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CAOS positions and 3 closed out — a net gain of 12 holders — while 21 added to existing stakes and 8 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $53.7M. The largest seller was Insight Advisors, cutting an estimated $89.4M.

  • 48 institutional investors held Alpha Architect Tail Risk ETF (CAOS) as of Q4 2025, up from 36 in Q3 2025.
  • Funds reported $386M of Alpha Architect Tail Risk ETF stock for Q4 2025, down 2.5% quarter-over-quarter.
  • 15 funds opened new Alpha Architect Tail Risk ETF positions in Q4 2025 and 3 closed out, a net change of +12 holders.
  • The largest Alpha Architect Tail Risk ETF buyer in Q4 2025 was Empowered Funds, an estimated $53.7M added.
  • The largest Alpha Architect Tail Risk ETF seller in Q4 2025 was Insight Advisors, an estimated $89.4M sold.

Based on aggregated 13F filings for Q4 2025.