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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
SF
51
Summit Financial
New Jersey
-$205K -7,188 Closed
EWA
52
EverSource Wealth Advisors
Alabama
-$90.7K -3,176 Closed

AGOX Hedge Fund Activity: Q1 2026 in Review

44 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Adaptive Alpha Opportunities ETF (AGOX) for Q1 2026, worth a combined $231M — down 18% from $281M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of AGOX and 5 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 9 added.

The largest buyer was Royal Bank of Canada, adding an estimated $11.8M. The largest seller was Octavia Wealth Advisors, cutting an estimated $18.7M.

  • 44 institutional investors held Adaptive Alpha Opportunities ETF (AGOX) as of Q1 2026, down from 49 in Q4 2025.
  • Funds reported $231M of Adaptive Alpha Opportunities ETF stock for Q1 2026, down 18% quarter-over-quarter.
  • 5 funds opened new Adaptive Alpha Opportunities ETF positions in Q1 2026 and 8 closed out, a net change of -3 holders.
  • The largest Adaptive Alpha Opportunities ETF buyer in Q1 2026 was Royal Bank of Canada, an estimated $11.8M added.
  • The largest Adaptive Alpha Opportunities ETF seller in Q1 2026 was Octavia Wealth Advisors, an estimated $18.7M sold.

Based on aggregated 13F filings for Q1 2026.