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Adaptive Alpha Opportunities ETF
AGOX

Overview Fund Activity

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.

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
1
F3Logic
Minnesota
$41.5M
2
WP
2
WealthPLAN Partners
Nebraska
$18.1M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$13M
4
LPL Financial
4
LPL Financial
California
$10.7M
5
TAF
5
Tredje AP-fonden
Sweden
$7.18M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
F
1
F3Logic
Minnesota
$41.5M 1,582,253 +1,582,253 New
WP
2
WealthPLAN Partners
Nebraska
$18.1M 682,622 +682,622 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$13M 496,555 +496,555 New
LPL Financial
4
LPL Financial
California
$10.7M 407,607 +407,607 New
TAF
5
Tredje AP-fonden
Sweden
$7.18M 45,607 +45,607 New
SWP
6
Stratos Wealth Partners
Ohio
$6.57M 250,830 +250,830 New
OWA
7
Octavia Wealth Advisors
Ohio
$5.27M 200,939 +200,939 New
CA
8
Cetera Advisors
Colorado
$3.1M 118,361 +118,361 New
Osaic Holdings
9
Osaic Holdings
Arizona
$2.52M 96,054 +96,054 New
HGWM
10
Harvest Group Wealth Management
Massachusetts
$2.49M 95,102 +95,102 New
NFSG
11
Newbridge Financial Services Group
Florida
$2.19M 83,683 +83,683 New
EH
12
Equitable Holdings
New York
$2.17M 82,648 +82,648 New
ARC
13
Advisor Resource Council
Texas
$1.68M 64,232 +64,232 New
NA
14
NewEdge Advisors
Louisiana
$1.57M 59,891 +59,891 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.25M 47,616 +47,616 New
22CM
16
20/20 Capital Management
California
$1.24M 47,475 +47,475 New
FWP
17
Firethorn Wealth Partners
Georgia
$961K 36,692 +36,692 New
APW
18
Aurora Private Wealth
New Jersey
$955K 36,443 +36,443 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$622K 23,745 +23,745 New
AWM
20
Avior Wealth Management
Nebraska
$591K 22,560 +22,560 New
UBS Group
21
UBS Group
Switzerland
$544K 20,757 +20,757 New
CAN
22
Cetera Advisor Networks
California
$378K 14,423 +14,423 New
Citadel Advisors
23
Citadel Advisors
Florida
$373K 14,235 +14,235 New
MML Investors Services
24
MML Investors Services
Massachusetts
$351K 13,397 +13,397 New
AW
25
ACG Wealth
Georgia
$308K 11,741 +11,741 New
1
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