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Adaptive Alpha Opportunities ETF

50 hedge funds and large institutions have $206M invested in Adaptive Alpha Opportunities ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
50
Holders Change
Holders Change %
0%
% of All Funds
0.68%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
16
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PCIA
26
Prime Capital Investment Advisors
Kansas
$468K 19,111 -565 -3%
AWS
27
Atria Wealth Solutions
New York
$431K 17,630 -821 -4%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$389K 15,910 +968 +6%
NFSG
29
Newbridge Financial Services Group
Florida
$379K 15,483 -26,566 -63%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$362K 14,778
PS
31
Principal Securities
Iowa
$351K 12,929
AI
32
Atria Investments
North Carolina
$342K 13,966 +454 +3%
OMC
33
Old Mission Capital
Illinois
$306K 12,491 -2,750 -18%
ARC
34
Advisor Resource Council
Texas
$300K 12,252 +12,252 New
CF
35
Centaurus Financial
California
$248K 10,151
GS
36
GTS Securities
New York
$238K 9,716 -6,057 -38%
TFS
37
Thoroughbred Financial Services
Tennessee
$237K 9,708
Jane Street
38
Jane Street
New York
$206K 8,439 +39 +0.5%
Lido Advisors
39
Lido Advisors
California
$201K 8,218
SPIA
40
Steward Partners Investment Advisory
New York
$163K 6,656 +6,656 New
AWM
41
AE Wealth Management
Kansas
$151K 6,179 -16,210 -72%
EWA
42
EverSource Wealth Advisors
Alabama
$77.7K 3,176
Comerica Bank
43
Comerica Bank
Texas
$73.4K 3,000
Morgan Stanley
44
Morgan Stanley
New York
$38.4K 1,568 -1,194 -43%
HWA
45
Heritage Wealth Advisors
Virginia
$30K 1,226 +1,226 New
WB
46
Webster Bank
Connecticut
$14K 574 -5,743 -91%
Jones Financial Companies
47
Jones Financial Companies
Missouri
$9.87K 406 +406 New
Bank of America
48
Bank of America
North Carolina
$318 13 +13 New
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$256 10
HCP
50
Hexagon Capital Partners
Arkansas
$49 2