Adaptive Core ETF
RULE
RULE
9 hedge funds and large institutions have $27.2M invested in Adaptive Core ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 1 closing their positions.
Holders
9
Holders Change
+3
Holders Change %
+50%
% of All Funds
0.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
1
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
Goldman Sachs
New York
|
$579K |
| 2 |
GS
2
GTS Securities
New York
|
$874K |
| 3 |
SIS
3
Sound Income Strategies
Ft Lauderdale,
Florida
|
$32.1K |
| 4 |
4
Morgan Stanley
New York
|
$1.65K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $16.1M | 732,943 | -497,109 | -40% |
|
|
AWA
2
Authentikos Wealth Advisory
Morgan Hill,
California
| $9.07M | 412,052 | -12,753 | -3% |
|
|
GS
3
GTS Securities
New York
| $874K | 39,715 | +18,276 | +85% |
|
|
4
Goldman Sachs
New York
| $579K | 26,316 | +26,316 | New |
|
|
FIA
5
Foundations Investment Advisors
Phoenix,
Arizona
| $300K | 13,626 | -5,108 | -27% |
|
|
OWG
6
Oxford Wealth Group
Orlando,
Florida
| $264K | 12,009 | +12,009 | New |
|
|
SIS
7
Sound Income Strategies
Ft Lauderdale,
Florida
| $32.1K | 1,459 | +1,459 | New |
|
8
UBS Group
Zurich,
Switzerland
| $2.16K | 98 | -100 | -51% |
|
|
9
Morgan Stanley
New York
| $1.65K | 75 | +75 | New |
|
10
Fidelity Investments
Boston,
Massachusetts
| – | – | -84 | Closed |
|
|
CFGS
11
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|