AGOX icon

Adaptive Alpha Opportunities ETF

49 hedge funds and large institutions have $267M invested in Adaptive Alpha Opportunities ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
$66.8M
KPWS
2
Kestra Private Wealth Services
Texas
$28.3M
OWA
3
Octavia Wealth Advisors
Ohio
$26M
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$15.7M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.7M
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$13.5M
WIM
7
WealthPlan Investment Management
Nebraska
$12.6M
EMAM
8
Encompass More Asset Management
California
$11.6M
UBS Group
9
UBS Group
Switzerland
$10.9M
LPL Financial
10
LPL Financial
California
$10.3M
SWP
11
Stratos Wealth Partners
Ohio
$8.3M
PWM
12
Partners Wealth Management
California
$7M
Osaic Holdings
13
Osaic Holdings
Arizona
$6.92M
WP
14
WealthPLAN Partners
Nebraska
$5.68M
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.35M
GRP
16
Global Retirement Partners
California
$3.74M
PFG
17
Prosperity Financial Group
California
$3.57M
IA
18
Integrity Alliance
Iowa
$1.88M
NA
19
NewEdge Advisors
Louisiana
$1.73M
Raymond James Financial
20
Raymond James Financial
Florida
$1.65M
EAM
21
Empirical Asset Management
Massachusetts
$1.33M
AAS
22
Ameritas Advisory Services
Nebraska
$1.13M
GFG
23
Goldstone Financial Group
Illinois
$1.12M
FIA
24
Foundations Investment Advisors
Arizona
$821K
AWM
25
Avior Wealth Management
Nebraska
$768K