Adaptive Core ETF
RULE
RULE
7 hedge funds and large institutions have $54.5M invested in Adaptive Core ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
Holders
7
Holders Change
+2
Holders Change %
+40%
% of All Funds
0.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
3
Increased
3
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
AWM
1
AE Wealth Management
Topeka,
Kansas
|
$43.7M |
| 2 |
2
Citadel Advisors
Miami,
Florida
|
$0 |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $43.7M | 2,245,898 | -826,811 | -27% |
|
|
AWA
2
Authentikos Wealth Advisory
Morgan Hill,
California
| $9.64M | 493,296 | +493,296 | New |
|
|
FIA
3
Foundations Investment Advisors
Phoenix,
Arizona
| $644K | 33,119 | +12,738 | +62% |
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $256K | 13,148 | +13,148 | New |
|
5
Ameriprise
Minneapolis,
Minnesota
| $224K | 7,523 | +7,523 | New |
|
6
UBS Group
Zurich,
Switzerland
| $67.5K | 3,471 | +2,669 | +333% |
|
|
VF
7
VitalStone Financial
Shavano Park,
Texas
| $51K | 2,015 | +1,995 | +9,975% |
|
|
8
Citadel Advisors
Miami,
Florida
| – | – | -10,615 | Closed |
|
|
CFGS
9
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|