Adaptive Hedged Multi-Asset Income
AMAX • ARCA
Adaptive Hedged Multi-Asset Income is an exchange-traded fund on ARCA. As of Q3 2025, 20 institutional investors hold shares in this ETF, with total holdings valued at $29.0M. KESTRA PRIVATE WEALTH SERVICES, LLC is the largest holder with a position valued at $8.2M.
Overview
Overview of institutional ownership in AMAX as of Q3 2025
All Institutions
- Institutions
- 20
- Value Held
- $29.0M
- Shares Held
- 3.5M
- Avg Position
- $1.4M
- Median Position
- $382.3K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in AMAX as of Q3 2025
| Institution | Position Value |
|---|---|
 KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | $8.2M 0.11% of portfolio |
 Encompass More Asset Management RIA/Wealth | $5.4M 1.10% of portfolio |
P PARTNERS WEALTH MANAGEMENT, LLC Institution | $4.0M 4.04% of portfolio |
A Advisor Group Holdings, Inc. Institution | $3.0M 0.00% of portfolio |
 Rockport Wealth LLC RIA/Wealth | $2.4M 0.50% of portfolio |
L LPL Financial LLC Institution | $1.9M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $1.0M 0.00% of portfolio |
J JANE STREET GROUP, LLC Institution | $464.8K 0.00% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $448.6K 0.00% of portfolio |
 Foundations Investment Advisors, LLC RIA/Wealth | $440.4K 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for AMAX in Q3 2025
- Traded
- +$8.3M
- Buyers
- 15
- Sellers
- 8
- Total Bought
- +$9.0M
- Total Sold
- −$649.1K
- Avg Position
- $1.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
A Advisor Group Holdings, Inc. Institution | +$3.0M +378.3K shares |
P PARTNERS WEALTH MANAGEMENT, LLC Institution | +$1.6M +189.6K shares |
Encompass More Asset Management RIA/Wealth | +$1.3M +161.3K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$1.0M +124.1K shares |
J JANE STREET GROUP, LLC Institution | +$464.8K +56.7K shares |
Foundations Investment Advisors, LLC RIA/Wealth | +$440.4K +53.7K shares |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | +$402.1K +49.1K shares |
O OLD MISSION CAPITAL LLC Institution | +$284.2K +34.7K shares |
 INTEGRITY ALLIANCE, LLC. RIA/Wealth | +$280.1K +34.2K shares |
 Ausdal Financial Partners, Inc. RIA/Wealth | +$111.8K +13.6K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 M Holdings Securities, Inc. RIA/Wealth | −$387.5K −49.3K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$140.3K −17.8K shares |
 Feltz Wealth PLAN Inc. RIA/Wealth | −$84.9K −10.8K shares |
Cetera Investment Advisers RIA/Wealth | −$22.5K −2.8K shares |
W WealthPlan Investment Management, LLC RIA/Wealth | −$5.1K −620.0 shares |
 CENTAURUS FINANCIAL, INC. RIA/Wealth | −$3.7K −446.0 shares |
 Empirical Asset Management, LLC RIA/Wealth | −$3.1K −383.0 shares |
 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | −$2.0K −250.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited AMAX in Q3 2025
- New Positions
- 3
- New Value
- $1.6M
- Exited Positions
- 4
- Exited Value
- $614.7K
New Positions
| Institution | Position Value |
|---|---|
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $1.0M 124.1K shares |
Foundations Investment Advisors, LLC RIA/Wealth | $440.4K 53.7K shares |
Ausdal Financial Partners, Inc. RIA/Wealth | $111.8K 13.6K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
M Holdings Securities, Inc. RIA/Wealth | $387.5K 49.3K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $140.3K 17.8K shares |
Feltz Wealth PLAN Inc. RIA/Wealth | $84.9K 10.8K shares |
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $2.0K 250.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in AMAX as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with AMAX as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
P PARTNERS WEALTH MANAGEMENT, LLC Institution | 4.04% $4.0M |
Encompass More Asset Management RIA/Wealth | 1.10% $5.4M |
Rockport Wealth LLC RIA/Wealth | 0.50% $2.4M |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | 0.11% $8.2M |
Empirical Asset Management, LLC RIA/Wealth | 0.04% $151.6K |
INTEGRITY ALLIANCE, LLC. RIA/Wealth | 0.01% $280.1K |
O OLD MISSION CAPITAL LLC Institution | 0.01% $284.2K |
CENTAURUS FINANCIAL, INC. RIA/Wealth | 0.01% $147.5K |
W WealthPlan Investment Management, LLC RIA/Wealth | 0.01% $102.5K |
Foundations Investment Advisors, LLC RIA/Wealth | 0.01% $440.4K |