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Adaptive Alpha Opportunities ETF

44 hedge funds and large institutions have $211M invested in Adaptive Alpha Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-6
Holders Change %
-12%
% of All Funds
0.59%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
6
Increased
10
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCIA
26
Prime Capital Investment Advisors
Kansas
$500K -$65.5K -2,213 -12%
AWS
27
Atria Wealth Solutions
New York
$453K -$67.5K -2,285 -13%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$437K
AI
29
Atria Investments
North Carolina
$412K -$947 -32 -0.2%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$395K -$75.4K -2,549 -16%
NFSG
31
Newbridge Financial Services Group
Florida
$391K -$67.1K -2,267 -15%
PS
32
Principal Securities
Iowa
$334K -$48.4K -1,635 -13%
KAS
33
Kestra Advisory Services
Texas
$318K -$21.9M -741,875 -99%
CF
34
Centaurus Financial
California
$318K +$17.7K +600 +6%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$269K +$269K +9,103 New
Lido Advisors
36
Lido Advisors
California
$243K
SPIA
37
Steward Partners Investment Advisory
New York
$213K +$16.4K +553 +8%
TFS
38
Thoroughbred Financial Services
Tennessee
$212K -$74.2K -2,517 -26%
EWA
39
EverSource Wealth Advisors
Alabama
$93.9K
Comerica Bank
40
Comerica Bank
Texas
$88.7K
Morgan Stanley
41
Morgan Stanley
New York
$60K +$13.6K +459 +29%
WB
42
Webster Bank
Connecticut
$17K
AssetMark Inc
43
AssetMark Inc
California
$13.5K +$13.5K +455 New
Raymond James Financial
44
Raymond James Financial
Florida
$1.48K +$1.48K +50 New
IA
45
Integrity Alliance
Iowa
-$3.19M -130,495 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
-$1.54M -62,928 Closed
MML Investors Services
47
MML Investors Services
Massachusetts
-$1.42M -58,158 Closed
ARC
48
Advisor Resource Council
Texas
-$300K -12,252 Closed
GS
49
GTS Securities
New York
-$238K -9,716 Closed
Jane Street
50
Jane Street
New York
-$206K -8,439 Closed