AGOX icon

Adaptive Alpha Opportunities ETF

48 hedge funds and large institutions have $267M invested in Adaptive Alpha Opportunities ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
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