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Adaptive Alpha Opportunities ETF

45 hedge funds and large institutions have $268M invested in Adaptive Alpha Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 2 closing their positions.

Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
0.65%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
15
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FWP
26
Firethorn Wealth Partners
Georgia
$613K 21,252 -40 -0.2%
PCIA
27
Prime Capital Investment Advisors
Kansas
$576K 19,961 -2,888 -13%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$410K 14,225 +14,225 New
PS
29
Principal Securities
Iowa
$408K 14,136 +14,136 New
AI
30
Atria Investments
North Carolina
$383K 13,285 +5,383 +68%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$365K 12,645 -1,283 -9%
CF
32
Centaurus Financial
California
$293K 10,151 -31 -0.3%
TFS
33
Thoroughbred Financial Services
Tennessee
$280K 9,708 -3,428 -26%
Lido Advisors
34
Lido Advisors
California
$237K 8,218
RJA
35
Raymond James & Associates
Florida
$231K 7,994 +7,994 New
GS
36
GTS Securities
New York
$229K 7,950 +7,950 New
SWRP
37
Summit Wealth & Retirement Planning
California
$220K 7,619
PFG
38
Peterson Financial Group
Iowa
$196K 6,786 +6,786 New
WB
39
Webster Bank
Connecticut
$182K 6,317 -791 -11%
EWA
40
EverSource Wealth Advisors
Alabama
$91.6K 3,176
Comerica Bank
41
Comerica Bank
Texas
$86.6K 3,000
Morgan Stanley
42
Morgan Stanley
New York
$4.28K 148
HCP
43
Hexagon Capital Partners
Arkansas
$58 2
Fidelity Investments
44
Fidelity Investments
Massachusetts
$29 1 +1 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$29 1 +1 New
PTC
46
Private Trust Company
Ohio
-3,000 Closed
BTI
47
Blue Trust Inc
Georgia
-941 Closed
CFGS
48
Concourse Financial Group Securities
Alabama