Adaptive Alpha Opportunities ETF
AGOX

$26.95

2.74%

Market Cap: $292M

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

50% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 3 (+1) [Q2]

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

12% more capital invested

Capital invested by funds: $209M [Q1] → $235M (+$25.5M) [Q2]

0.01% more ownership

Funds ownership: 81.69% [Q1] → 81.71% (+0.01%) [Q2]

3% less funds holding

Funds holding: 37 [Q1] → 36 (-1) [Q2]

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

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Research analyst outlook

We haven’t received any recent analyst ratings for AGOX.

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Financial journalist opinion

AGOX: Sell This And Buy Treasuries

AGOX ETF seeks capital appreciation through a mix of index ETFs, individual securities, fixed income assets, and derivatives. Despite its relatively high expense ratio and lack of impressive historical performance, AGOX has underperformed the market. The ETF's holdings are heavily weighted towards sensitive sectors, leading to poor performance during market downturns.

AGOX: Sell This And Buy Treasuries

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