Adaptive Core ETF
RULE
6 hedge funds and large institutions have $4.15M invested in Adaptive Core ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
20% more funds holding
Funds holding: 5 → 6 (+1)
7.81% less ownership
Funds ownership: 39.77% → 31.96% (-7.8%)
22% less capital invested
Capital invested by funds: $5.33M → $4.15M (-$1.18M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.27K |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$739 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$820K |
| 2 |
GS
GTS Securities
New York
|
-$406K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$318K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$27.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $3.58M | -$820K | -38,877 | -20% |
|
|
GS
2
GTS Securities
New York
| $568K | -$406K | -19,227 | -43% |
|
|
3
UBS Group
Zurich,
Switzerland
| $3.98K | -$27.6K | -1,307 | -88% |
|
|
4
Raymond James Financial
St Petersburg,
Florida
| $1.35K | +$1.27K | +60 | New |
|
|
AAS
5
Ameritas Advisory Services
Lincoln,
Nebraska
| $784 | +$739 | +35 | New |
|
6
Morgan Stanley
New York
| $23 | – | – | – |
|
|
7
Citadel Advisors
Miami,
Florida
| – | -$318K | -15,405 | Closed |
|
RULE Hedge Fund Activity: Q2 2025 in Review
6 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Adaptive Core ETF (RULE) for Q2 2025, worth a combined $4.15M — down 22% from $5.33M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new RULE positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 3 trimmed.
The largest buyer was Raymond James Financial, opening a new position worth an estimated $1.27K. The largest seller was AE Wealth Management, cutting an estimated $820K.
- 6 institutional investors held Adaptive Core ETF (RULE) as of Q2 2025, up from 5 in Q1 2025.
- Funds reported $4.15M of Adaptive Core ETF stock for Q2 2025, down 22% quarter-over-quarter.
- 2 funds opened new Adaptive Core ETF positions in Q2 2025 and 1 closed out, a net change of +1 holder.
- The largest Adaptive Core ETF buyer in Q2 2025 was Raymond James Financial, an estimated $1.27K added.
- The largest Adaptive Core ETF seller in Q2 2025 was AE Wealth Management, an estimated $820K sold.
Based on aggregated 13F filings for Q2 2025.