Adaptive Alpha Opportunities ETF
AGOX
44 hedge funds and large institutions have $214M invested in Adaptive Alpha Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 12 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
4% more capital invested
Capital invested by funds: $206M → $214M (+$7.67M)
8.73% less ownership
Funds ownership: 72.92% → 64.19% (-8.7%)
12% less funds holding
Funds holding: 50 → 44 (-6)
42% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 19
50% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$3.66M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.16M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$2.03M |
| 4 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$807K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$672K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$20M |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$7.29M |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$3.39M |
| 4 |
IA
Integrity Alliance
Urbandale,
Iowa
|
-$3.19M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$2.68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
51
AE Wealth Management
Topeka,
Kansas
| – | -$151K | -6,179 | Closed |
|
|
HWA
52
Heritage Wealth Advisors
Richmond,
Virginia
| – | -$30K | -1,226 | Closed |
|
53
Jones Financial Companies
Des Peres,
Missouri
| – | -$9.87K | -406 | Closed |
|
54
Bank of America
Charlotte,
North Carolina
| – | -$318 | -13 | Closed |
|
55
JP Morgan Chase
New York
| – | -$256 | -10 | Closed |
|
|
HCP
56
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$49 | -2 | Closed |
|
AGOX Hedge Fund Activity: Q2 2025 in Review
44 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Adaptive Alpha Opportunities ETF (AGOX) for Q2 2025, worth a combined $214M — up 3.7% from $206M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of AGOX and 6 opened new positions — a net loss of 6 holders — while 19 trimmed existing stakes and 11 added.
The largest buyer was WealthPlan Investment Management, adding an estimated $3.66M. The largest seller was Kestra Advisory Services, cutting an estimated $20M.
- 44 institutional investors held Adaptive Alpha Opportunities ETF (AGOX) as of Q2 2025, down from 50 in Q1 2025.
- Funds reported $214M of Adaptive Alpha Opportunities ETF stock for Q2 2025, up 3.7% quarter-over-quarter.
- 6 funds opened new Adaptive Alpha Opportunities ETF positions in Q2 2025 and 12 closed out, a net change of -6 holders.
- The largest Adaptive Alpha Opportunities ETF buyer in Q2 2025 was WealthPlan Investment Management, an estimated $3.66M added.
- The largest Adaptive Alpha Opportunities ETF seller in Q2 2025 was Kestra Advisory Services, an estimated $20M sold.
Based on aggregated 13F filings for Q2 2025.