Adaptive Alpha Opportunities ETFAGOX
AGOX
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
0% more funds holding
Funds holding: 50 [Q4 2024] → 50 (+0) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 3 (+0) [Q1 2025]
11% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 18
13.43% less ownership
Funds ownership: 86.35% [Q4 2024] → 72.92% (-13.43%) [Q1 2025]
23% less capital invested
Capital invested by funds: $269M [Q4 2024] → $206M (-$63.2M) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for AGOX.
Financial journalist opinion
Negative
Seeking Alpha
7 months ago
AGOX: Is This A 5 Star ETF?
The AGOX ETF, despite its 5-star Morningstar rating, shows inconsistencies and warning signs, making me hesitant to recommend it. AGOX is a momentum-driven hedge fund in an ETF structure, but its portfolio contradicts its advertised fund-of-ETFs strategy. The fund's small management team raises concerns about the sophistication of its proprietary quantitative model and overall investment process.
Neutral
Seeking Alpha
10 months ago
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.
Neutral
MarketBeat
1 year ago
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