Adaptive Core ETF
RULE
6 hedge funds and large institutions have $3.11M invested in Adaptive Core ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 3 closing their positions.
1.45% less ownership
Funds ownership: 27.82% → 26.37% (-1.5%)
7% less capital invested
Capital invested by funds: $3.35M → $3.11M (-$235K)
14% less funds holding
Funds holding: 7 → 6 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
+$19.7K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.54K |
| 3 |
MWM
Mosley Wealth Management
Anaheim,
California
|
+$148 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$260K |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$93.2K |
| 3 |
RL
Rogco LP
Claremore,
Oklahoma
|
-$13.3K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.35K |
| 5 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$1.94K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $2.77M | -$93.2K | -3,776 | -3% |
|
|
GS
2
GTS Securities
New York
| $319K | -$260K | -10,529 | -44% |
|
|
KCM
3
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
| $18.9K | +$19.7K | +799 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $2.6K | +$2.54K | +103 | +1,471% |
|
|
MWM
5
Mosley Wealth Management
Anaheim,
California
| $137 | +$148 | +6 | New |
|
6
Morgan Stanley
New York
| $24 | – | – | – |
|
|
RL
7
Rogco LP
Claremore,
Oklahoma
| – | -$13.3K | -580 | Closed |
|
|
8
Bank of America
Charlotte,
North Carolina
| – | -$3.35K | -146 | Closed |
|
|
LAS
9
Lloyd Advisory Services
Suwanee,
Georgia
| – | -$1.94K | -85 | Closed |
|
RULE Hedge Fund Activity: Q1 2026 in Review
6 of the 8,137 institutional investors tracked by Wall St. Rank reported a position in Adaptive Core ETF (RULE) for Q1 2026, worth a combined $3.11M — down 7% from $3.35M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of RULE and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 1 added.
The largest buyer was Key Capital Management, opening a new position worth an estimated $19.7K. The largest seller was GTS Securities, cutting an estimated $260K.
- 6 institutional investors held Adaptive Core ETF (RULE) as of Q1 2026, down from 7 in Q4 2025.
- Funds reported $3.11M of Adaptive Core ETF stock for Q1 2026, down 7% quarter-over-quarter.
- 2 funds opened new Adaptive Core ETF positions in Q1 2026 and 3 closed out, a net change of -1 holder.
- The largest Adaptive Core ETF buyer in Q1 2026 was Key Capital Management, an estimated $19.7K added.
- The largest Adaptive Core ETF seller in Q1 2026 was GTS Securities, an estimated $260K sold.
Based on aggregated 13F filings for Q1 2026.