Adaptive Core ETF
RULE
RULE
6 hedge funds and large institutions have $46.7M invested in Adaptive Core ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 3 closing their positions.
Holders
6
Holders Change
-1
Holders Change %
-14.29%
% of All Funds
0.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
1
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.32M |
| 2 |
2
Fidelity Investments
Boston,
Massachusetts
|
$20 |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $35.7M | 1,793,261 | -452,637 | -20% |
|
|
AWA
2
Authentikos Wealth Advisory
Morgan Hill,
California
| $9.42M | 473,093 | -20,203 | -4% |
|
|
FIA
3
Foundations Investment Advisors
Phoenix,
Arizona
| $1.32M | 66,111 | +32,992 | +100% |
|
|
GS
4
GTS Securities
New York
| $283K | 14,215 | +14,215 | New |
|
|
5
Fidelity Investments
Boston,
Massachusetts
| $20 | 1 | +1 | New |
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | – | -13,148 | Closed |
|
7
Ameriprise
Minneapolis,
Minnesota
| – | – | -7,523 | Closed |
|
8
UBS Group
Zurich,
Switzerland
| – | – | -3,471 | Closed |
|
|
VF
9
VitalStone Financial
Shavano Park,
Texas
| $0 | 20 | -1,995 | -99% |
|
|
CFGS
10
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|