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Adaptive Alpha Opportunities ETF
AGOX

Overview Fund Activity

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 11 closing their positions.

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
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIM
1
WealthPlan Investment Management
Nebraska
$11.4M
2
GRP
2
Global Retirement Partners
California
$3.58M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$14.3M
4
AAS
4
Avantax Advisory Services
Texas
$2.23M
5
MHS
5
M Holdings Securities
Oregon
$887K

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$318K
2
AAS
2
Ameritas Advisory Services
Nebraska
$32.7M
3
WP
3
WealthPLAN Partners
Nebraska
$5.42M
4
IA
4
Integrity Alliance
Iowa
$0
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
HWA
51
Heritage Wealth Advisors
Virginia
– – -1,226 Closed
Jones Financial Companies
52
Jones Financial Companies
Missouri
– – -406 Closed
Bank of America
53
Bank of America
North Carolina
– – -13 Closed
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
– – -10 Closed
HCP
55
Hexagon Capital Partners
Arkansas
– – -2 Closed
1 2
3