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Adaptive Alpha Opportunities ETF

44 hedge funds and large institutions have $211M invested in Adaptive Alpha Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 11 closing their positions.

Holders
44
Holders Change
-6
Holders Change %
-12%
% of All Funds
0.59%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
6
Increased
10
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AAS
1
Ameritas Advisory Services
Nebraska
$32.7M 1,106,639 -270,789 -20%
KPWS
2
Kestra Private Wealth Services
Texas
$26.5M 896,633 -48,216 -5%
OWA
3
Octavia Wealth Advisors
Ohio
$24.2M 817,468 -24,701 -3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.3M 484,355 +117,316 +32%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.4M 451,954 -70,813 -14%
WIM
6
WealthPlan Investment Management
Nebraska
$11.4M 383,944 +136,129 +55%
LPL Financial
7
LPL Financial
California
$10.9M 366,921 -12,462 -3%
UBS Group
8
UBS Group
Switzerland
$10.6M 359,346 -7,962 -2%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$10.5M 354,263 -99,706 -22%
EMAM
10
Encompass More Asset Management
California
$8.01M 270,883 -9,374 -3%
SWP
11
Stratos Wealth Partners
Ohio
$7.89M 266,616 -692 -0.3%
WP
12
WealthPLAN Partners
Nebraska
$5.42M 183,312 -126,022 -41%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.27M 178,056 +16,162 +10%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.95M 182,144 -50,664 -22%
PWM
15
Partners Wealth Management
California
$4.46M 183,122
GRP
16
Global Retirement Partners
California
$3.58M 120,908 +120,908 New
PFG
17
Prosperity Financial Group
California
$3.27M 110,396 +12,101 +12%
AAS
18
Avantax Advisory Services
Texas
$2.23M 75,352 +75,352 New
NA
19
NewEdge Advisors
Louisiana
$1.56M 52,709 +8,619 +20%
EAM
20
Empirical Asset Management
Massachusetts
$1.25M 42,315 +251 +0.6%
GFG
21
Goldstone Financial Group
Illinois
$1.08M 36,884 -2,637 -7%
MHS
22
M Holdings Securities
Oregon
$887K 29,993 +29,993 New
AWM
23
Avior Wealth Management
Nebraska
$740K 25,009
FWP
24
Firethorn Wealth Partners
Georgia
$605K 20,462
OMC
25
Old Mission Capital
Illinois
$565K 19,115 +6,624 +53%