We are live on ! Find out more
AGOX icon

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.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding

Funds holding: 5050 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

13.43% less ownership

Funds ownership: 86.35%72.92% (-13%)

23% less capital invested

Capital invested by funds: $269M → $206M (-$63.2M)

Holders
50
Holders Change
Holders Change %
0%
% 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
7
Increased
16
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
26
Prime Capital Investment Advisors
Kansas
$468K -$15.3K -565 -3%
AWS
27
Atria Wealth Solutions
New York
$431K -$22.2K -821 -4%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$389K +$26.2K +968 +6%
NFSG
29
Newbridge Financial Services Group
Florida
$379K -$718K -26,566 -63%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$362K
PS
31
Principal Securities
Iowa
$351K
AI
32
Atria Investments
North Carolina
$342K +$12.3K +454 +3%
OMC
33
Old Mission Capital
Illinois
$306K -$74.3K -2,750 -18%
ARC
34
Advisor Resource Council
Texas
$300K +$331K +12,252 New
CF
35
Centaurus Financial
California
$248K
GS
36
GTS Securities
New York
$238K -$164K -6,057 -38%
TFS
37
Thoroughbred Financial Services
Tennessee
$237K
Jane Street
38
Jane Street
New York
$206K +$1.05K +39 +0.5%
Lido Advisors
39
Lido Advisors
California
$201K
SPIA
40
Steward Partners Investment Advisory
New York
$163K +$180K +6,656 New
AWM
41
AE Wealth Management
Kansas
$151K -$438K -16,210 -72%
EWA
42
EverSource Wealth Advisors
Alabama
$77.7K
Comerica Bank
43
Comerica Bank
Texas
$73.4K
Morgan Stanley
44
Morgan Stanley
New York
$38.4K -$32.3K -1,194 -43%
HWA
45
Heritage Wealth Advisors
Virginia
$30K +$33.1K +1,226 New
WB
46
Webster Bank
Connecticut
$14K -$155K -5,743 -91%
Jones Financial Companies
47
Jones Financial Companies
Missouri
$9.87K +$11K +406 New
Bank of America
48
Bank of America
North Carolina
$318 +$351 +13 New
JP Morgan Chase
49
JP Morgan Chase
New York
$256
HCP
50
Hexagon Capital Partners
Arkansas
$49