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Adaptive Alpha Opportunities ETF
AGOX
AGOX
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.
New
Increased
Maintained
Reduced
Closed
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
15% more funds holding
Funds holding: 39 → 45 (+6)
12% more capital invested
Capital invested by funds: $238M → $268M (+$29.6M)
1.21% more ownership
Funds ownership: 82.77% → 83.99% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 15
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
–
Top Buyers
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$7.72M |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$6.68M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.36M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$1.17M |
| 5 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
+$1.11M |
