Adaptive Alpha Opportunities ETF
AGOX
41 hedge funds and large institutions have $178M invested in Adaptive Alpha Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 4 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
8% more funds holding
Funds holding: 38 → 41 (+3)
8% more capital invested
Capital invested by funds: $165M → $178M (+$12.9M)
0.99% more ownership
Funds ownership: 77% → 78% (+0.99%)
35% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$4.52M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.54M |
| 3 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$1.36M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.3M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$9M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.72M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.4M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.05M |
| 5 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
-$241K |
AGOX Hedge Fund Activity: Q4 2023 in Review
41 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Adaptive Alpha Opportunities ETF (AGOX) for Q4 2023, worth a combined $178M — up 7.8% from $165M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new AGOX positions and 4 closed out — a net gain of 3 holders — while 11 added to existing stakes and 17 trimmed.
The largest buyer was Kestra Private Wealth Services, adding an estimated $4.52M. The largest seller was Ameritas Advisory Services, cutting an estimated $9M.
- 41 institutional investors held Adaptive Alpha Opportunities ETF (AGOX) as of Q4 2023, up from 38 in Q3 2023.
- Funds reported $178M of Adaptive Alpha Opportunities ETF stock for Q4 2023, up 7.8% quarter-over-quarter.
- 7 funds opened new Adaptive Alpha Opportunities ETF positions in Q4 2023 and 4 closed out, a net change of +3 holders.
- The largest Adaptive Alpha Opportunities ETF buyer in Q4 2023 was Kestra Private Wealth Services, an estimated $4.52M added.
- The largest Adaptive Alpha Opportunities ETF seller in Q4 2023 was Ameritas Advisory Services, an estimated $9M sold.
Based on aggregated 13F filings for Q4 2023.