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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
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
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$2.96M | |
| 2 | +$2.4M | |
| 3 | +$1.54M | |
| 4 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
+$825K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$528K |
Top Sellers
| 1 | -$30.2M | |
| 2 | -$6.32M | |
| 3 | -$1.98M | |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$1.55M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$901K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAS
51
Park Avenue Securities
New York
| – |
|
|||
|
WSFS
52
Wilmington Savings Fund Society
Wilmington,
Delaware
| – |
|
|||
|
SWRP
53
Summit Wealth & Retirement Planning
San Ramon,
California
| – |
|
|||
54
Wells Fargo
San Francisco,
California
| – |
|
|||
|
AG
55
AmeriFlex Group
Las Vegas,
Nevada
| – |
|
|||
56
Fidelity Investments
Boston,
Massachusetts
| – |
|