Adaptive Alpha Opportunities ETF
AGOX
49 hedge funds and large institutions have $281M invested in Adaptive Alpha Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 2 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 16
6.9% more ownership
Funds ownership: 73% → 79.9% (+6.9%)
5% more capital invested
Capital invested by funds: $267M → $281M (+$13.8M)
0% more funds holding
Funds holding: 49 → 49 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$28M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.24M |
| 3 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$2.34M |
| 4 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
+$1.29M |
| 5 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$513K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$1.95M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$496K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$382K |
| 4 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$322K |
| 5 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
-$256K |
AGOX Hedge Fund Activity: Q4 2025 in Review
49 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Adaptive Alpha Opportunities ETF (AGOX) for Q4 2025, worth a combined $281M — up 5.2% from $267M a quarter earlier.
Fund positioning in AGOX was balanced in Q4 2025: 2 funds opened new positions, 2 closed out, 24 added to existing stakes and 16 trimmed.
The largest buyer was Ameritas Advisory Services, adding an estimated $28M. The largest seller was WealthPlan Investment Management, cutting an estimated $1.95M.
- 49 institutional investors held Adaptive Alpha Opportunities ETF (AGOX) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $281M of Adaptive Alpha Opportunities ETF stock for Q4 2025, up 5.2% quarter-over-quarter.
- 2 funds opened new Adaptive Alpha Opportunities ETF positions in Q4 2025 and 2 closed out, a net change of 0 holders.
- The largest Adaptive Alpha Opportunities ETF buyer in Q4 2025 was Ameritas Advisory Services, an estimated $28M added.
- The largest Adaptive Alpha Opportunities ETF seller in Q4 2025 was WealthPlan Investment Management, an estimated $1.95M sold.
Based on aggregated 13F filings for Q4 2025.