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Adaptive Alpha Opportunities ETF
AGOX

Overview Fund Activity

28 hedge funds and large institutions have $150M invested in Adaptive Alpha Opportunities ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.49%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
6
Increased
14
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWA
1
Octavia Wealth Advisors
Ohio
$19.8M
2
SL
2
Savior LLC
Massachusetts
$9.35M
3
WP
3
WealthPLAN Partners
Nebraska
$22.8M
4
CAN
4
Cetera Advisor Networks
California
$1.42M
5
NA
5
NewEdge Advisors
Louisiana
$2.39M

Top Sellers

1
ARC
1
Advisor Resource Council
Texas
$0
2
F
2
F3Logic
Minnesota
$39.1M
3
APW
3
Aurora Private Wealth
New Jersey
$0
4
SWP
4
Stratos Wealth Partners
Ohio
$5.72M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
F
1
F3Logic
Minnesota
$39.1M 1,519,920 -62,333 -4%
WP
2
WealthPLAN Partners
Nebraska
$22.8M 894,441 +211,819 +31%
OWA
3
Octavia Wealth Advisors
Ohio
$19.8M 771,351 +570,412 +284%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.1M 509,508 +12,953 +3%
LPL Financial
5
LPL Financial
California
$10.7M 415,812 +8,205 +2%
SL
6
Savior LLC
Massachusetts
$9.35M 363,432 +363,432 New
TAF
7
Tredje AP-fonden
Sweden
$6.79M 45,607 – –
SWP
8
Stratos Wealth Partners
Ohio
$5.72M 222,419 -28,411 -11%
CA
9
Cetera Advisors
Colorado
$3.18M 123,741 +5,380 +5%
HGWM
10
Harvest Group Wealth Management
Massachusetts
$2.62M 101,719 +6,617 +7%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.45M 95,182 -872 -0.9%
NA
12
NewEdge Advisors
Louisiana
$2.39M 92,759 +32,868 +55%
EH
13
Equitable Holdings
New York
$2.22M 86,162 +3,514 +4%
NFSG
14
Newbridge Financial Services Group
Florida
$2.11M 81,902 -1,781 -2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.63M 63,185 +15,569 +33%
CAN
16
Cetera Advisor Networks
California
$1.42M 55,165 +40,742 +282%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$707K 27,509 +3,764 +16%
UBS Group
18
UBS Group
Switzerland
$705K 27,425 +6,668 +32%
MML Investors Services
19
MML Investors Services
Massachusetts
$634K 24,638 +11,241 +84%
AWM
20
Avior Wealth Management
Nebraska
$580K 22,560 – –
TFS
21
Thoroughbred Financial Services
Tennessee
$374K 14,554 +14,554 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$318K 12,382 +12,382 New
AW
23
ACG Wealth
Georgia
$302K 11,741 – –
CF
24
Centaurus Financial
California
$291K 11,332 +600 +6%
WB
25
Webster Bank
Connecticut
$219K 8,497 +8,497 New
1
2