Adaptive Alpha Opportunities ETF
AGOX
AGOX
40 hedge funds and large institutions have $221M invested in Adaptive Alpha Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
2% less funds holding
Funds holding: 41 → 40 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Holders
40
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$14.5M | |
| 2 | +$9.93M | |
| 3 | +$6.47M | |
| 4 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$2.33M |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$1.2M |
Top Sellers
| 1 | -$1.33M | |
| 2 | -$946K | |
| 3 | -$831K | |
| 4 |
LPL Financial
San Diego,
California
|
-$491K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$460K |