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Global X Adaptive US Factor ETF (AUSF) Institutional Ownership

$42.24 +0.53 (+1.27%)
(As of 12/20/2024 04:32 PM ET)

Institutional Ownership Changes (13F Filings) for Global X Adaptive US Factor ETF (NYSEARCA:AUSF)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$18.72M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$11.99M
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AUSF Institutional Buying and Selling by Quarter

Global X Adaptive US Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 Arete Wealth Advisors LLC27,603$1.17M0.1%+3.6%0.444%
11/7/2024 Tidemark LLC266,110$11.36M4.7%+8.2%4.285%
11/7/2024 Thrivent Financial for Lutherans11,754$502K0.0%+52.4%0.189%
11/1/2024 Able Wealth Management LLC32,156$1.37M1.0%+19.9%0.518%
10/31/2024 Concurrent Investment Advisors LLC72,033$3.08M0.1%-23.8%1.160%
10/25/2024 SteelPeak Wealth LLC7,990$341K0.0%N/A0.129%
10/24/2024 Wealth Enhancement Advisory Services LLC4,747,154$202.70M0.4%-3.7%76.444%
10/22/2024 Private Advisor Group LLC200,299$8.55M0.1%+7.3%3.225%
10/11/2024 Creative Planning6,554$280K0.0%N/A0.106%
8/13/2024 Merriman Wealth Management LLC21,952$871K0.0%-1.9%0.353%
8/5/2024 Private Advisor Group LLC186,695$7.41M0.0%N/A3.006%
7/31/2024 Sollinda Capital Management LLC15,486$614K0.2%N/A0.249%
7/31/2024 Concurrent Investment Advisors LLC94,489$3.75M0.1%+3.3%1.522%
7/17/2024 Sharkey Howes & Javer78,434$3.11M0.5%-1.6%1.263%
7/16/2024 Wealth Enhancement Advisory Services LLC4,930,624$195.63M0.5%-0.9%79.398%
7/13/2024 Muirfield Wealth Advisors LLC17,478$693K0.7%+2.4%0.281%
6/4/2024Tactive Advisors LLC38,839$1.59M0.8%N/A0.625%
5/8/2024 Legacy Capital Group California Inc.7,092$290K0.1%-21.6%0.114%
5/7/2024 Concurrent Investment Advisors LLC91,502$3.74M0.1%N/A1.473%
5/1/2024 Janney Montgomery Scott LLC4,955$203K0.0%N/A0.082%
4/24/2024 Fulcrum Equity Management31,258$1.28M1.5%-8.0%0.519%
4/16/2024 Wealth Enhancement Advisory Services LLC4,974,781$203.32M0.5%-0.6%92.468%
3/14/2024 Muirfield Wealth Advisors LLC17,069$635K0.7%N/A0.317%
2/8/2024 Legacy Capital Group California Inc.9,048$336K0.1%N/A0.168%
2/2/2024 Truist Financial Corp7,778$289K0.0%N/A0.145%
1/19/2024 Fulcrum Equity Management33,979$1.26M1.6%N/A0.632%
7/31/2023 LPL Financial LLC12,702$404K0.0%+3.2%0.234%
7/21/2023 Wealth Enhancement Advisory Services LLC12,080$385K0.0%-16.7%0.223%
4/25/2023 Wealth Enhancement Advisory Services LLC14,504$439K0.0%N/A0.259%
4/14/2023Raymond James Financial Services Advisors Inc.14,491$439K0.0%N/A0.258%
4/12/2023 Worth Asset Management LLC1,215$37K0.0%-55.3%0.022%
1/13/2023 Worth Asset Management LLC2,720$85K0.1%N/A0.048%
1/11/2023Accurate Wealth Management LLC4,500$139K0.1%N/A0.080%
5/12/2022 Raleigh Capital Management Inc.4,525$143K0.1%N/A0.081%
1/6/2022Carroll Financial Associates Inc.5,531,364$175.53M9.3%-1.0%96.031%
11/16/2021Cetera Advisor Networks LLC544,495$16.21M0.2%-8.2%9.372%
10/7/2021Carroll Financial Associates Inc.5,588,473$166.34M9.3%-1.8%96.854%
5/17/2021 Goldman Sachs Group Inc.20,000$572K0.0%N/A0.341%
4/6/2021Carroll Financial Associates Inc.5,584,567$159.71M9.8%-1.2%96.286%
3/26/2021 Susquehanna International Group LLP42,163$1.08M0.0%+35.0%0.733%
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2/17/2021Cetera Advisor Networks LLC589,390$15.13M0.4%-63.7%10.075%
2/12/2021 LPL Financial LLC18,068$464K0.0%-39.6%0.309%
1/8/2021Carroll Financial Associates Inc.5,650,829$145.06M9.7%-8.7%97.428%
(Data available from 1/1/2016 forward)

AUSF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AUSF shares?

During the previous two years, 22 institutional investors and hedge funds held shares of Global X Adaptive US Factor ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($202.70M), Tidemark LLC ($11.36M), Private Advisor Group LLC ($8.55M), Sharkey Howes & Javer ($3.11M), Concurrent Investment Advisors LLC ($3.08M), Tactive Advisors LLC ($1.59M), and Able Wealth Management LLC ($1.37M).Learn more on AUSF's institutional investors.

Which institutional investors have been buying Global X Adaptive US Factor ETF stock?

Of the 20 institutional investors that purchased Global X Adaptive US Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Private Advisor Group LLC ($200.30K), Concurrent Investment Advisors LLC ($94.49K), Tactive Advisors LLC ($38.84K), Fulcrum Equity Management ($33.98K), Tidemark LLC ($20.22K), Muirfield Wealth Advisors LLC ($17.48K), and Sollinda Capital Management LLC ($15.49K).

How much institutional buying is happening at Global X Adaptive US Factor ETF?

Institutional investors have bought a total of 504,066 shares in the last 24 months. This purchase volume represents approximately $19.83M in transactions.

Which Global X Adaptive US Factor ETF major shareholders have been selling company stock?

The following institutional investors have sold Global X Adaptive US Factor ETF stock in the last 24 months: Wealth Enhancement Advisory Services LLC ($259.06K), Concurrent Investment Advisors LLC ($22.46K), Fulcrum Equity Management ($2.72K), Legacy Capital Group California Inc. ($1.96K), Worth Asset Management LLC ($1.51K), Sharkey Howes & Javer ($1.26K), and Merriman Wealth Management LLC ($429.00).

How much institutional selling is happening at Global X Adaptive US Factor ETF?

Institutional investors have sold a total of 289,382 shares in the last 24 months. This volume of shares sold represents approximately $12.11M in transactions.



This page (NYSEARCA:AUSF) was last updated on 12/21/2024 by MarketBeat.com Staff
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