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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.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

11% more funds holding

Funds holding: 4550 (+5)

2.36% more ownership

Funds ownership: 83.99%86.35% (+2.4%)

1% more capital invested

Capital invested by funds: $268M → $269M (+$1.68M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
0.66%
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 Holding Trade Value Shares
Change
Change in
Stake
FWP
26
Firethorn Wealth Partners
Georgia
$577K -$87 -3 -0%
PCIA
27
Prime Capital Investment Advisors
Kansas
$534K -$8.26K -285 -1%
AWS
28
Atria Wealth Solutions
New York
$501K -$83.5K -2,882 -14%
GS
29
GTS Securities
New York
$428K +$227K +7,823 +98%
OMC
30
Old Mission Capital
Illinois
$414K +$442K +15,241 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$406K +$66.6K +2,297 +18%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$401K +$16K +553 +4%
AI
33
Atria Investments
North Carolina
$367K +$6.58K +227 +2%
PS
34
Principal Securities
Iowa
$351K -$35K -1,207 -9%
CF
35
Centaurus Financial
California
$276K
TFS
36
Thoroughbred Financial Services
Tennessee
$263K
IA
37
Integrity Alliance
Iowa
$259K +$276K +9,534 New
WSFS
38
Wilmington Savings Fund Society
Delaware
$242K +$258K +8,917 New
Jane Street
39
Jane Street
New York
$228K -$393K -13,548 -62%
Lido Advisors
40
Lido Advisors
California
$223K
SWRP
41
Summit Wealth & Retirement Planning
California
$207K
WB
42
Webster Bank
Connecticut
$172K
EWA
43
EverSource Wealth Advisors
Alabama
$86.3K
Comerica Bank
44
Comerica Bank
Texas
$81.5K
Morgan Stanley
45
Morgan Stanley
New York
$75K +$75.8K +2,614 +1,766%
Wells Fargo
46
Wells Fargo
California
$15.2K +$16.2K +560 New
AG
47
AmeriFlex Group
Nevada
$8.38K +$8.7K +300 New
JP Morgan Chase
48
JP Morgan Chase
New York
$284 +$290 +10 New
HCP
49
Hexagon Capital Partners
Arkansas
$54
Fidelity Investments
50
Fidelity Investments
Massachusetts
$27