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Adaptive Alpha Opportunities ETF
AGOX

Overview Fund Activity

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.

Holders
36
Holders Change
+8
Holders Change %
+28.57%
% of All Funds
0.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
9
Increased
17
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$20.8M
2
AAS
2
Ameritas Advisory Services
Nebraska
$14.9M
3
CAN
3
Cetera Advisor Networks
California
$5.47M
4
OWA
4
Octavia Wealth Advisors
Ohio
$22.7M
5
SL
5
Savior LLC
Massachusetts
$11.9M

Top Sellers

1
F
1
F3Logic
Minnesota
$31M
2
EH
2
Equitable Holdings
New York
$1.36M
3
TAF
3
Tredje AP-fonden
Sweden
$6.98M
4
AWA
4
Arkadios Wealth Advisors
Georgia
$0
5
SWP
5
Stratos Wealth Partners
Ohio
$5.59M
Name Market Value Shares Shares
Change 		Shares
Change %
F
1
F3Logic
Minnesota
$31M 1,218,036 -301,884 -20%
WP
2
WealthPLAN Partners
Nebraska
$23.7M 988,594 +94,153 +11%
OWA
3
Octavia Wealth Advisors
Ohio
$22.7M 890,881 +119,530 +15%
KAS
4
Kestra Advisory Services
Texas
$20.8M 817,636 +817,636 New
AAS
5
Ameritas Advisory Services
Nebraska
$14.9M 587,709 +587,709 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$14.6M 573,722 +64,214 +13%
LPL Financial
7
LPL Financial
California
$12.1M 475,808 +59,996 +14%
SL
8
Savior LLC
Massachusetts
$11.9M 470,628 +107,196 +29%
TAF
9
Tredje AP-fonden
Sweden
$6.98M 42,327 -3,280 -7%
SWP
10
Stratos Wealth Partners
Ohio
$5.59M 220,016 -2,403 -1%
CAN
11
Cetera Advisor Networks
California
$5.47M 215,048 +159,883 +290%
NA
12
NewEdge Advisors
Louisiana
$4.2M 165,335 +72,576 +78%
Osaic Holdings
13
Osaic Holdings
Arizona
$3.4M 133,909 +38,727 +41%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.36M 132,351 +69,166 +109%
CA
15
Cetera Advisors
Colorado
$3.33M 130,908 +7,167 +6%
HGWM
16
Harvest Group Wealth Management
Massachusetts
$2.93M 115,095 +13,376 +13%
MML Investors Services
17
MML Investors Services
Massachusetts
$2.11M 82,925 +58,287 +237%
NFSG
18
Newbridge Financial Services Group
Florida
$2.04M 80,154 -1,748 -2%
ARC
19
Advisor Resource Council
Texas
$1.87M 73,707 +73,707 New
UBS Group
20
UBS Group
Switzerland
$1.57M 61,560 +34,135 +124%
EH
21
Equitable Holdings
New York
$1.36M 53,414 -32,748 -38%
AI
22
Atria Investments
North Carolina
$1.14M 44,712 +44,712 New
FWP
23
Firethorn Wealth Partners
Georgia
$1.01M 39,573 +39,573 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$915K 36,012 +8,503 +31%
AWM
25
Avior Wealth Management
Nebraska
$607K 23,915 +1,355 +6%
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