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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 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

50% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 20

Holders
44
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Ameritas Advisory Services
Nebraska
$32.7M
KPWS
2
Kestra Private Wealth Services
Texas
$26.5M
OWA
3
Octavia Wealth Advisors
Ohio
$24.2M
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.3M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.4M
WIM
6
WealthPlan Investment Management
Nebraska
$11.4M
LPL Financial
7
LPL Financial
California
$10.9M
UBS Group
8
UBS Group
Switzerland
$10.6M
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$10.5M
EMAM
10
Encompass More Asset Management
California
$8.01M
SWP
11
Stratos Wealth Partners
Ohio
$7.89M
WP
12
WealthPLAN Partners
Nebraska
$5.42M
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.27M
Osaic Holdings
14
Osaic Holdings
Arizona
$4.95M
PWM
15
Partners Wealth Management
California
$4.46M
GRP
16
Global Retirement Partners
California
$3.58M
PFG
17
Prosperity Financial Group
California
$3.27M
AAS
18
Avantax Advisory Services
Texas
$2.23M
NA
19
NewEdge Advisors
Louisiana
$1.56M
EAM
20
Empirical Asset Management
Massachusetts
$1.25M
GFG
21
Goldstone Financial Group
Illinois
$1.08M
MHS
22
M Holdings Securities
Oregon
$887K
AWM
23
Avior Wealth Management
Nebraska
$740K
FWP
24
Firethorn Wealth Partners
Georgia
$605K
OMC
25
Old Mission Capital
Illinois
$565K