Adaptive Core ETF
RULE
RULE
5 hedge funds and large institutions have $61.2M invested in Adaptive Core ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
LAM
1
LifePro Asset Management
San Diego,
California
|
$0 |
| 2 |
AWM
2
AE Wealth Management
Topeka,
Kansas
|
$51.8M |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $51.8M | 2,665,150 | -34,922 | -1% |
|
|
FIA
2
Foundations Investment Advisors
Phoenix,
Arizona
| $8.47M | 435,671 | +435,671 | New |
|
|
GM
3
GeoWealth Management
Chicago,
Illinois
| $931K | 47,967 | +33,635 | +235% |
|
4
UBS Group
Zurich,
Switzerland
| $28K | 1,459 | +601 | +70% |
|
5
Rockefeller Capital Management
New York
| $9K | 489 | +489 | New |
|
|
LAM
6
LifePro Asset Management
San Diego,
California
| – | – | -83,566 | Closed |
|
|
CFGS
7
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|