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Adaptive Alpha Opportunities ETF
AGOX
AGOX
50 hedge funds and large institutions have $206M invested in Adaptive Alpha Opportunities ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
0% more funds holding
Funds holding: 50 → 50 (0)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
11% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 18
13.43% less ownership
Funds ownership: 86.35% → 72.92% (-13%)
23% less capital invested
Capital invested by funds: $269M → $206M (-$63.2M)
Holders
50
Holders Change
–
Holders Change %
0%
% 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
7
Increased
16
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAS
51
Park Avenue Securities
New York
| – | -$1.98M | -72,737 | Closed |
|
|
WSFS
52
Wilmington Savings Fund Society
Wilmington,
Delaware
| – | -$242K | -8,917 | Closed |
|
|
SWRP
53
Summit Wealth & Retirement Planning
San Ramon,
California
| – | -$207K | -7,619 | Closed |
|
54
Wells Fargo
San Francisco,
California
| – | -$15.2K | -560 | Closed |
|
|
AG
55
AmeriFlex Group
Las Vegas,
Nevada
| – | -$8.38K | -300 | Closed |
|
56
Fidelity Investments
Boston,
Massachusetts
| – | -$27 | -1 | Closed |
|