Global X Adaptive US Factor ETF (AUSF) Institutional Ownership

$40.09
+0.04 (+0.10%)
(As of 02:13 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$6.48M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.45M
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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
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%
4/14/2023 Raymond 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%
1/11/2023 Accurate 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%
5/17/2021Goldman 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%
3/26/2021Susquehanna International Group LLP42,163$1.08M0.0%+35.0%0.733%
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%
11/13/2020Cetera Advisor Networks LLC1,625,096$35.87M0.9%-6.1%28.263%
11/9/2020 LPL Financial LLC29,923$661K0.0%-89.8%0.516%
10/6/2020Carroll Financial Associates Inc.6,186,879$136.57M10.5%+3.5%95.921%
7/9/2020Carroll Financial Associates Inc.5,979,543$127.13M10.6%+5.1%91.291%
5/8/2020Cetera Advisor Networks LLC1,721,446$30.65M1.0%-32.2%26.282%
5/1/2020 UBS Group AG1,766$31K0.0%+1,666.0%0.027%
(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, 11 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 ($203.32M), Concurrent Investment Advisors LLC ($3.74M), Fulcrum Equity Management ($1.28M), Muirfield Wealth Advisors LLC ($635K), Raymond James Financial Services Advisors Inc. ($439K), LPL Financial LLC ($404K), and Legacy Capital Group California Inc. ($290K).Learn more on AUSF's institutional investors.

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

Of the 11 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: Concurrent Investment Advisors LLC ($91.50K), Fulcrum Equity Management ($33.98K), Muirfield Wealth Advisors LLC ($17.07K), Wealth Enhancement Advisory Services LLC ($14.50K), Raymond James Financial Services Advisors Inc. ($14.49K), Legacy Capital Group California Inc. ($9.05K), and Truist Financial Corp ($7.78K).

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

Institutional investors have bought a total of 200,945 shares in the last 24 months. This purchase volume represents approximately $7.58M 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 ($31.43K), Fulcrum Equity Management ($2.72K), Legacy Capital Group California Inc. ($1.96K), and Worth Asset Management LLC ($1.51K).

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

Institutional investors have sold a total of 37,611 shares in the last 24 months. This volume of shares sold represents approximately $1.50M in transactions.


This page (NYSEARCA:AUSF) was last updated on 5/15/2024 by MarketBeat.com Staff

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