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Adaptive Alpha Opportunities ETF
AGOX
AGOX
33 hedge funds and large institutions have $130M invested in Adaptive Alpha Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
6% less funds holding
Funds holding: 35 → 33 (-2)
7% less capital invested
Capital invested by funds: $140M → $130M (-$9.72M)
15.1% less ownership
Funds ownership: 76% → 60.9% (-15%)
50% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 16
Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
8
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$2.89M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.79M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.12M |
| 4 |
GFG
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
+$1.4M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.02M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
26
Avior Wealth Management
Omaha,
Nebraska
| $563K | – | – | – |
|
|
OMC
27
Old Mission Capital
Chicago,
Illinois
| $454K | +$429K | +19,368 | New |
|
|
WB
28
Webster Bank
Waterbury,
Connecticut
| $246K | – | – | – |
|
|
CF
29
Centaurus Financial
Anaheim,
California
| $238K | -$13.3K | -600 | -6% |
|
|
EWA
30
EverSource Wealth Advisors
Birmingham,
Alabama
| $95.5K | – | – | – |
|
|
SL
31
Savior LLC
Wellesley Hills,
Massachusetts
| $58.8K | – | – | – |
|
|
GRP
32
Global Retirement Partners
San Rafael,
California
| $5.97K | +$5.65K | +255 | New |
|
|
HCP
33
Hexagon Capital Partners
Rogers,
Arkansas
| $47 | – | – | – |
|
|
LC
34
Lindbrook Capital
Calabasas,
California
| – | -$21.8K | -1,000 | Closed |
|
|
IAIM
35
International Assets Investment Management
Orlando,
Florida
| – | -$13.1K | -600 | Closed |
|
36
Wells Fargo
San Francisco,
California
| – | -$8.32K | -382 | Closed |
|
37
Fidelity Investments
Boston,
Massachusetts
| – | -$22 | -1 | Closed |
|