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Adaptive Core ETF
RULE

4 hedge funds and large institutions have $56.8M invested in Adaptive Core ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

5,684,200% more capital invested

Capital invested by funds: $1K → $56.8M (+$56.8M)

300% more funds holding

Funds holding: 1 → 4 (+3)

88% more ownership

Funds ownership: 0.01% → 88.01% (+88%)

Holders
4
Holders Change
+3
Holders Change %
+300%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$57.6M
2
LAM
LifePro Asset Management
California
+$1.78M
3
GM
GeoWealth Management
Illinois
+$306K
4
UBS Group
UBS Group
Switzerland
+$17K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$54.8M +$57.6M +2,700,072 New
LAM
2
LifePro Asset Management
California
$1.7M +$1.78M +83,566 New
GM
3
GeoWealth Management
Illinois
$291K +$306K +14,332 New
UBS Group
4
UBS Group
Switzerland
$17K +$17K +799 +1,354%

RULE Hedge Fund Activity: Q2 2022 in Review

4 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Adaptive Core ETF (RULE) for Q2 2022, worth a combined $56.8M — up 5,684,200% from $1K a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new RULE positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $57.6M.

  • 4 institutional investors held Adaptive Core ETF (RULE) as of Q2 2022, up from 1 in Q1 2022.
  • Funds reported $56.8M of Adaptive Core ETF stock for Q2 2022, up 5,684,200% quarter-over-quarter.
  • 3 funds opened new Adaptive Core ETF positions in Q2 2022 and 0 closed out, a net change of +3 holders.
  • The largest Adaptive Core ETF buyer in Q2 2022 was AE Wealth Management, an estimated $57.6M added.

Based on aggregated 13F filings for Q2 2022.