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Adaptive Alpha Opportunities ETF
AGOX

Overview Fund Activity

44 hedge funds and large institutions have $211M invested in Adaptive Alpha Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-6
Holders Change %
-12%
% of All Funds
0.59%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
6
Increased
10
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIM
WealthPlan Investment Management
Nebraska
+$4.03M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.47M
3
AAS
Avantax Advisory Services
Texas
+$2.23M
4
MHS
M Holdings Securities
Oregon
+$887K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$478K

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$21.9M
2
AAS
Ameritas Advisory Services
Nebraska
-$8.01M
3
WP
WealthPLAN Partners
Nebraska
-$3.73M
4
IA
Integrity Alliance
Iowa
-$3.19M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$2.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
AE Wealth Management
Kansas
– -$151K -6,179 Closed
HWA
52
Heritage Wealth Advisors
Virginia
– -$30K -1,226 Closed
Jones Financial Companies
53
Jones Financial Companies
Missouri
– -$9.87K -406 Closed
Bank of America
54
Bank of America
North Carolina
– -$318 -13 Closed
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
– -$256 -10 Closed
HCP
56
Hexagon Capital Partners
Arkansas
– -$49 -2 Closed
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