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Adaptive Alpha Opportunities ETF
AGOX

Overview Fund Activity

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.

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
11
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KPWS
1
Kestra Private Wealth Services
Texas
$15.4M
2
EMAM
2
Encompass More Asset Management
California
$3.2M
3
CAN
3
Cetera Advisor Networks
California
$5.74M
4
GRP
4
Global Retirement Partners
California
$1.41M
5
LPL Financial
5
LPL Financial
California
$13.1M

Top Sellers

1
AAS
1
Ameritas Advisory Services
Nebraska
$18.3M
2
AWM
2
AE Wealth Management
Kansas
$0
3
MML Investors Services
3
MML Investors Services
Massachusetts
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$8.01M
5
GFA
5
Gallagher Fiduciary Advisors
Illinois
$524K
Name Market Value Shares Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$551K 22,632 -3,496 -13%
GFA
27
Gallagher Fiduciary Advisors
Illinois
$524K 21,547 -10,369 -32%
AWS
28
Atria Wealth Solutions
New York
$435K 17,844 +5,031 +39%
OMC
29
Old Mission Capital
Illinois
$343K 14,085 +14,085 New
TFS
30
Thoroughbred Financial Services
Tennessee
$341K 14,014 +4,180 +43%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$328K 13,494 -1,983 -13%
ARC
32
Advisor Resource Council
Texas
$294K 12,074 +12,074 New
CF
33
Centaurus Financial
California
$247K 10,151 – –
WB
34
Webster Bank
Connecticut
$207K 8,508 -1,989 -19%
EWA
35
EverSource Wealth Advisors
Alabama
$99.2K 4,076 – –
Comerica Bank
36
Comerica Bank
Texas
$73K 3,000 – –
Wells Fargo
37
Wells Fargo
California
$5.38K 221 +221 New
GWM
38
Geneos Wealth Management
Colorado
$803 33 +33 New
Morgan Stanley
39
Morgan Stanley
New York
$80 2 +2 New
HCP
40
Hexagon Capital Partners
Arkansas
$49 2 – –
AF
41
Allworth Financial
California
$20 1 -1 -50%
AWM
42
AE Wealth Management
Kansas
– – -75,879 Closed
MML Investors Services
43
MML Investors Services
Massachusetts
– – -61,810 Closed
GS
44
GTS Securities
New York
– – -10,028 Closed
SL
45
Savior LLC
Massachusetts
– – -2,511 Closed
CFGS
46
Concourse Financial Group Securities
Alabama
– – – –
1
2