Adaptive Alpha Opportunities ETF
AGOX
49 hedge funds and large institutions have $267M invested in Adaptive Alpha Opportunities ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
67% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 12
25% more capital invested
Capital invested by funds: $214M → $267M (+$53.1M)
11% more funds holding
Funds holding: 44 → 49 (+5)
8.82% more ownership
Funds ownership: 64.19% → 73% (+8.8%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$3.19M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.56M |
| 3 |
IA
Integrity Alliance
Urbandale,
Iowa
|
+$1.83M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.61M |
| 5 |
PWM
Partners Wealth Management
Carmel By The Sea,
California
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$31.9M |
| 2 |
LPL Financial
San Diego,
California
|
-$918K |
| 3 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$887K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$790K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$565K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
51
Old Mission Capital
Chicago,
Illinois
| – | -$565K | -19,115 | Closed |
|
52
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$395K | -13,361 | Closed |
|
AGOX Hedge Fund Activity: Q3 2025 in Review
49 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Adaptive Alpha Opportunities ETF (AGOX) for Q3 2025, worth a combined $267M — up 25% from $214M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new AGOX positions and 3 closed out — a net gain of 7 holders — while 20 added to existing stakes and 12 trimmed.
The largest buyer was Encompass More Asset Management, adding an estimated $3.19M. The largest seller was Ameritas Advisory Services, cutting an estimated $31.9M.
- 49 institutional investors held Adaptive Alpha Opportunities ETF (AGOX) as of Q3 2025, up from 44 in Q2 2025.
- Funds reported $267M of Adaptive Alpha Opportunities ETF stock for Q3 2025, up 25% quarter-over-quarter.
- 10 funds opened new Adaptive Alpha Opportunities ETF positions in Q3 2025 and 3 closed out, a net change of +7 holders.
- The largest Adaptive Alpha Opportunities ETF buyer in Q3 2025 was Encompass More Asset Management, an estimated $3.19M added.
- The largest Adaptive Alpha Opportunities ETF seller in Q3 2025 was Ameritas Advisory Services, an estimated $31.9M sold.
Based on aggregated 13F filings for Q3 2025.