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Adaptive Alpha Opportunities ETF
AGOX
AGOX
38 hedge funds and large institutions have $165M invested in Adaptive Alpha Opportunities ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
27% more capital invested
Capital invested by funds: $130M → $165M (+$35.3M)
16.11% more ownership
Funds ownership: 60.9% → 77% (+16%)
15% more funds holding
Funds holding: 33 → 38 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
14
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$26.1M |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$6.9M |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$2.15M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.87M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.78M |
