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Adaptive Alpha Opportunities ETF

50 hedge funds and large institutions have $269M invested in Adaptive Alpha Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 1 closing their positions.

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
0.67%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
22
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FWP
26
Firethorn Wealth Partners
Georgia
$577K 21,249 -3 -0%
PCIA
27
Prime Capital Investment Advisors
Kansas
$534K 19,676 -285 -1%
AWS
28
Atria Wealth Solutions
New York
$501K 18,451 -2,882 -14%
GS
29
GTS Securities
New York
$428K 15,773 +7,823 +98%
OMC
30
Old Mission Capital
Illinois
$414K 15,241 +15,241 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$406K 14,942 +2,297 +18%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$401K 14,778 +553 +4%
AI
33
Atria Investments
North Carolina
$367K 13,512 +227 +2%
PS
34
Principal Securities
Iowa
$351K 12,929 -1,207 -9%
CF
35
Centaurus Financial
California
$276K 10,151
TFS
36
Thoroughbred Financial Services
Tennessee
$263K 9,708
IA
37
Integrity Alliance
Iowa
$259K 9,534 +9,534 New
WSFS
38
Wilmington Savings Fund Society
Delaware
$242K 8,917 +8,917 New
Jane Street
39
Jane Street
New York
$228K 8,400 -13,548 -62%
Lido Advisors
40
Lido Advisors
California
$223K 8,218
SWRP
41
Summit Wealth & Retirement Planning
California
$207K 7,619
WB
42
Webster Bank
Connecticut
$172K 6,317
EWA
43
EverSource Wealth Advisors
Alabama
$86.3K 3,176
Comerica Bank
44
Comerica Bank
Texas
$81.5K 3,000
Morgan Stanley
45
Morgan Stanley
New York
$75K 2,762 +2,614 +1,766%
Wells Fargo
46
Wells Fargo
California
$15.2K 560 +560 New
AG
47
AmeriFlex Group
Nevada
$8.38K 300 +300 New
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$284 10 +10 New
HCP
49
Hexagon Capital Partners
Arkansas
$54 2
Fidelity Investments
50
Fidelity Investments
Massachusetts
$27 1