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Adaptive Alpha Opportunities ETF
AGOX

27 hedge funds and large institutions have $126M invested in Adaptive Alpha Opportunities ETF in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

74.13% more ownership

Funds ownership: 0% → 74.13% (+74%)

Holders
27
Holders Change
+27
Holders Change %
–
% of All Funds
0.47%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
F
F3Logic
Minnesota
+$40.6M
2
WP
WealthPLAN Partners
Nebraska
+$17.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$12.7M
4
LPL Financial
LPL Financial
California
+$10.5M
5
SWP
Stratos Wealth Partners
Ohio
+$6.43M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
F
1
F3Logic
Minnesota
$41.5M +$40.6M +1,582,253 New
WP
2
WealthPLAN Partners
Nebraska
$18.1M +$17.5M +682,622 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$13M +$12.7M +496,555 New
LPL Financial
4
LPL Financial
California
$10.7M +$10.5M +407,607 New
TAF
5
Tredje AP-fonden
Sweden
$7.17M +$1.17M +45,607 New
SWP
6
Stratos Wealth Partners
Ohio
$6.57M +$6.43M +250,830 New
OWA
7
Octavia Wealth Advisors
Ohio
$5.26M +$5.15M +200,939 New
CA
8
Cetera Advisors
Colorado
$3.1M +$3.04M +118,361 New
Osaic Holdings
9
Osaic Holdings
Arizona
$2.52M +$2.46M +96,054 New
HGWM
10
Harvest Group Wealth Management
Massachusetts
$2.49M +$2.44M +95,102 New
NFSG
11
Newbridge Financial Services Group
Florida
$2.19M +$2.15M +83,683 New
EH
12
Equitable Holdings
New York
$2.17M +$2.12M +82,648 New
ARC
13
Advisor Resource Council
Texas
$1.68M +$1.65M +64,232 New
NA
14
NewEdge Advisors
Louisiana
$1.57M +$1.54M +59,891 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.25M +$1.22M +47,616 New
22CM
16
20/20 Capital Management
California
$1.24M +$1.22M +47,475 New
FWP
17
Firethorn Wealth Partners
Georgia
$961K +$941K +36,692 New
APW
18
Aurora Private Wealth
New Jersey
$955K +$935K +36,443 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$622K +$609K +23,745 New
AWM
20
Avior Wealth Management
Nebraska
$591K +$579K +22,560 New
UBS Group
21
UBS Group
Switzerland
$544K +$532K +20,757 New
CAN
22
Cetera Advisor Networks
California
$378K +$370K +14,423 New
Citadel Advisors
23
Citadel Advisors
Florida
$373K +$365K +14,235 New
MML Investors Services
24
MML Investors Services
Massachusetts
$351K +$344K +13,397 New
AW
25
ACG Wealth
Georgia
$308K +$301K +11,741 New
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