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Adaptive Alpha Opportunities ETF
AGOX

Overview Fund Activity

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.

Holders
50
Holders Change
–
Holders Change %
0%
% of All Funds
0.68%
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

1
IA
1
Integrity Alliance
Iowa
$3.19M
2
PFG
2
Prosperity Financial Group
California
$2.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.54M
4
OWA
4
Octavia Wealth Advisors
Ohio
$20.6M
5
NA
5
NewEdge Advisors
Louisiana
$1.08M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$18.4M
2
KPWS
2
Kestra Private Wealth Services
Texas
$23.1M
3
PAS
3
Park Avenue Securities
New York
$0
4
AAS
4
Ameritas Advisory Services
Nebraska
$33.8M
5
SWP
5
Stratos Wealth Partners
Ohio
$6.54M
Name Market Value Shares Shares
Change 		Shares
Change %
PAS
51
Park Avenue Securities
New York
– – -72,737 Closed
WSFS
52
Wilmington Savings Fund Society
Delaware
– – -8,917 Closed
SWRP
53
Summit Wealth & Retirement Planning
California
– – -7,619 Closed
Wells Fargo
54
Wells Fargo
California
– – -560 Closed
AG
55
AmeriFlex Group
Nevada
– – -300 Closed
Fidelity Investments
56
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
57
Concourse Financial Group Securities
Alabama
– – – –
1 2
3