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Adaptive Core ETF

6 hedge funds and large institutions have $35M invested in Adaptive Core ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
6
Holders Change
+1
Holders Change %
+20%
% of All Funds
0.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$25.5M 1,230,052 -516,958 -30%
AWA
2
Authentikos Wealth Advisory
California
$8.65M 424,805 -11,553 -3%
GS
3
GTS Securities
New York
$437K 21,439 -24,022 -53%
FIA
4
Foundations Investment Advisors
Arizona
$391K 18,734 -37 -0.2%
UBS Group
5
UBS Group
Switzerland
$4.03K 198 +198 New
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.71K 84 +84 New
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
-2,897 Closed
CFGS
8
Concourse Financial Group Securities
Alabama