Adaptive Alpha Opportunities ETF
AGOX
36 hedge funds and large institutions have $202M invested in Adaptive Alpha Opportunities ETF in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
143% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 7
35% more capital invested
Capital invested by funds: $150M → $202M (+$52M)
29% more funds holding
Funds holding: 28 → 36 (+8)
9.89% more ownership
Funds ownership: 74.39% → 84.28% (+9.9%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$21.2M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$4.15M |
| 3 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
+$3.1M |
| 4 |
SL
Savior LLC
Wellesley Hills,
Massachusetts
|
+$2.78M |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$2.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
F
F3Logic
Burnsville,
Minnesota
|
-$7.83M |
| 2 |
EH
Equitable Holdings
New York
|
-$850K |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$147K |
| 4 |
TAF
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
|
-$85.1K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$62.3K |
AGOX Hedge Fund Activity: Q4 2021 in Review
36 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Adaptive Alpha Opportunities ETF (AGOX) for Q4 2021, worth a combined $202M — up 35% from $150M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new AGOX positions and 1 closed out — a net gain of 8 holders — while 17 added to existing stakes and 7 trimmed.
The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $21.2M. The largest seller was F3Logic, cutting an estimated $7.83M.
- 36 institutional investors held Adaptive Alpha Opportunities ETF (AGOX) as of Q4 2021, up from 28 in Q3 2021.
- Funds reported $202M of Adaptive Alpha Opportunities ETF stock for Q4 2021, up 35% quarter-over-quarter.
- 9 funds opened new Adaptive Alpha Opportunities ETF positions in Q4 2021 and 1 closed out, a net change of +8 holders.
- The largest Adaptive Alpha Opportunities ETF buyer in Q4 2021 was Kestra Advisory Services, an estimated $21.2M added.
- The largest Adaptive Alpha Opportunities ETF seller in Q4 2021 was F3Logic, an estimated $7.83M sold.
Based on aggregated 13F filings for Q4 2021.