We are live on ! Find out more
AGOX icon

Adaptive Alpha Opportunities ETF

44 hedge funds and large institutions have $231M invested in Adaptive Alpha Opportunities ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.03% less ownership

Funds ownership: 79.9%75.87% (-4%)

10% less funds holding

Funds holding: 4944 (-5)

18% less capital invested

Capital invested by funds: $281M → $231M (-$49.2M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

59% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 22

Holders
44
Holders Change
-5
Holders Change %
-10.2%
% of All Funds
0.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
9
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GS
26
GTS Securities
New York
$609K +$236K +8,177 +56%
Citadel Advisors
27
Citadel Advisors
Florida
$467K +$507K +17,540 New
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$406K
AI
29
Atria Investments
North Carolina
$333K -$780 -27 -0.2%
CF
30
Centaurus Financial
California
$296K
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$272K -$47K -1,627 -14%
PS
32
Principal Securities
Iowa
$224K -$26.7K -923 -10%
Lido Advisors
33
Lido Advisors
California
$219K
NFSG
34
Newbridge Financial Services Group
Florida
$197K -$83.9K -2,906 -28%
SPIA
35
Steward Partners Investment Advisory
New York
$92K -$59.9K -2,074 -38%
HI
36
Harbour Investments
Wisconsin
$39.9K +$43.3K +1,500 New
JP Morgan Chase
37
JP Morgan Chase
New York
$39.6K +$9.97K +345 +29%
Morgan Stanley
38
Morgan Stanley
New York
$27.6K -$29 -1 -0.1%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$27.5K +$29.8K +1,032 New
ITIM
40
Indiana Trust & Investment Management
Indiana
$19.3K +$20.9K +724 New
WB
41
Webster Bank
Connecticut
$15.3K
AssetMark Inc
42
AssetMark Inc
California
$6.26K
SNB
43
Security National Bank
Nebraska
$1.81K +$1.96K +68 New
AF
44
Allworth Financial
California
$1.28K
EMAM
45
Encompass More Asset Management
California
-$10.7M -374,909 Closed
OMC
46
Old Mission Capital
Illinois
-$398K -13,921 Closed
Jane Street
47
Jane Street
New York
-$362K -12,681 Closed
SOS
48
Silver Oak Securities
Tennessee
-$261K -9,042 Closed
KAS
49
Kestra Advisory Services
Texas
-$245K -8,568 Closed
TFS
50
Thoroughbred Financial Services
Tennessee
-$205K -7,191 Closed