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Adaptive Alpha Opportunities ETF
AGOX

Overview Fund Activity

38 hedge funds and large institutions have $199M invested in Adaptive Alpha Opportunities ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.6%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
7
Increased
16
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIM
1
WealthPlan Investment Management
Nebraska
$19.9M
2
KAS
2
Kestra Advisory Services
Texas
$30.5M
3
AAS
3
Ameritas Advisory Services
Nebraska
$19.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16M
5
OWA
5
Octavia Wealth Advisors
Ohio
$22.6M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$0
2
F
2
F3Logic
Minnesota
$23.5M
3
NA
3
NewEdge Advisors
Louisiana
$0
4
HGWM
4
Harvest Group Wealth Management
Massachusetts
$25K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$716K
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
1
Kestra Advisory Services
Texas
$30.5M 1,280,257 +462,621 +57%
F
2
F3Logic
Minnesota
$23.5M 984,087 -233,949 -19%
OWA
3
Octavia Wealth Advisors
Ohio
$22.6M 948,908 +58,027 +7%
WP
4
WealthPLAN Partners
Nebraska
$19.9M 911,227 -77,367 -8%
WIM
5
WealthPlan Investment Management
Nebraska
$19.9M 911,227 +911,227 New
AAS
6
Ameritas Advisory Services
Nebraska
$19.8M 827,919 +240,210 +41%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$16M 668,780 +95,058 +17%
SL
8
Savior LLC
Massachusetts
$9.59M 395,283 -75,345 -16%
SWP
9
Stratos Wealth Partners
Ohio
$5.2M 217,870 -2,146 -1%
TAF
10
Tredje AP-fonden
Sweden
$5.07M 42,327 – –
CAN
11
Cetera Advisor Networks
California
$4.5M 188,479 -26,569 -12%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.4M 142,596 +10,245 +8%
CA
13
Cetera Advisors
Colorado
$3.18M 133,139 +2,231 +2%
MML Investors Services
14
MML Investors Services
Massachusetts
$2.17M 90,725 +7,800 +9%
NFSG
15
Newbridge Financial Services Group
Florida
$1.9M 79,594 -560 -0.7%
AI
16
Atria Investments
North Carolina
$1.79M 75,060 +30,348 +68%
UBS Group
17
UBS Group
Switzerland
$1.5M 62,763 +1,203 +2%
EH
18
Equitable Holdings
New York
$1.14M 47,826 -5,588 -10%
EAM
19
Empirical Asset Management
Massachusetts
$1.05M 43,870 +43,870 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$909K 38,118 +2,106 +6%
FWP
21
Firethorn Wealth Partners
Georgia
$834K 34,945 -4,628 -12%
Osaic Holdings
22
Osaic Holdings
Arizona
$716K 30,002 -103,907 -78%
AWM
23
Avior Wealth Management
Nebraska
$571K 23,963 +48 +0.2%
TFS
24
Thoroughbred Financial Services
Tennessee
$558K 23,403 +10,702 +84%
Jane Street
25
Jane Street
New York
$482K 20,182 +20,182 New
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