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Adaptive Alpha Opportunities ETF
AGOX

28 hedge funds and large institutions have $150M invested in Adaptive Alpha Opportunities ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 4

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

19% more capital invested

Capital invested by funds: $126M → $150M (+$23.8M)

4% more funds holding

Funds holding: 27 → 28 (+1)

0.26% more ownership

Funds ownership: 74.13% → 74.39% (+0.26%)

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.49%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
6
Increased
14
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWA
Octavia Wealth Advisors
Ohio
+$15M
2
SL
Savior LLC
Massachusetts
+$9.53M
3
WP
WealthPLAN Partners
Nebraska
+$5.55M
4
CAN
Cetera Advisor Networks
California
+$1.07M
5
NA
NewEdge Advisors
Louisiana
+$861K

Top Sellers

1
ARC
Advisor Resource Council
Texas
-$1.68M
2
F
F3Logic
Minnesota
-$1.63M
3
APW
Aurora Private Wealth
New Jersey
-$955K
4
SWP
Stratos Wealth Partners
Ohio
-$745K
5
Citadel Advisors
Citadel Advisors
Florida
-$373K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
26
Arkadios Wealth Advisors
Georgia
$147K +$150K +5,741 New
IA
27
IFP Advisors
Florida
$7K – – –
APA
28
American Portfolios Advisors
New York
$643 +$655 +25 New
ARC
29
Advisor Resource Council
Texas
– -$1.68M -64,232 Closed
APW
30
Aurora Private Wealth
New Jersey
– -$955K -36,443 Closed
Citadel Advisors
31
Citadel Advisors
Florida
– -$373K -14,235 Closed
1
2