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Adaptive Alpha Opportunities ETF

49 hedge funds and large institutions have $281M invested in Adaptive Alpha Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
49
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
BM
1
Berman McAleer
Maryland
$62.4M
KPWS
2
Kestra Private Wealth Services
Texas
$28.6M
AAS
3
Ameritas Advisory Services
Nebraska
$27.5M
OWA
4
Octavia Wealth Advisors
Ohio
$25.4M
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$14.6M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$12.9M
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$12.7M
LPL Financial
8
LPL Financial
California
$12.7M
EMAM
9
Encompass More Asset Management
California
$10.7M
WIM
10
WealthPlan Investment Management
Nebraska
$9.87M
UBS Group
11
UBS Group
Switzerland
$9.72M
SWP
12
Stratos Wealth Partners
Ohio
$7.99M
PWM
13
Partners Wealth Management
California
$6.62M
Osaic Holdings
14
Osaic Holdings
Arizona
$6.37M
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.23M
WP
16
WealthPLAN Partners
Nebraska
$4.98M
GRP
17
Global Retirement Partners
California
$3.52M
PFG
18
Prosperity Financial Group
California
$3.32M
NA
19
NewEdge Advisors
Louisiana
$1.79M
IA
20
Integrity Alliance
Iowa
$1.72M
Raymond James Financial
21
Raymond James Financial
Florida
$1.69M
EAM
22
Empirical Asset Management
Massachusetts
$1.28M
FIA
23
Foundations Investment Advisors
Arizona
$1.25M
GFG
24
Goldstone Financial Group
Illinois
$997K
FWP
25
Firethorn Wealth Partners
Georgia
$826K