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Adaptive Alpha Opportunities ETF
AGOX

Overview Fund Activity

50 hedge funds and large institutions have $269M invested in Adaptive Alpha Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 1 closing their positions.

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
0.67%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
22
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWM
1
Partners Wealth Management
California
$4.89M
2
KPWS
2
Kestra Private Wealth Services
Texas
$32.7M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.99M
4
KAS
4
Kestra Advisory Services
Texas
$54M
5
AAS
5
Ameritas Advisory Services
Nebraska
$39.1M

Top Sellers

1
WP
1
WealthPLAN Partners
Nebraska
$8.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.7M
3
Jane Street
3
Jane Street
New York
$228K
4
GRP
4
Global Retirement Partners
California
$3.37M
5
LPL Financial
5
LPL Financial
California
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
– – -1 Closed
CFGS
52
Concourse Financial Group Securities
Alabama
– – – –
1 2
3