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Adaptive Alpha Opportunities ETF
AGOX

Overview Fund Activity

38 hedge funds and large institutions have $132M invested in Adaptive Alpha Opportunities ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.66%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
9
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIM
1
WealthPlan Investment Management
Nebraska
$14.2M
2
APA
2
American Portfolios Advisors
New York
$2.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.25M
4
AAS
4
Ameritas Advisory Services
Nebraska
$20.6M
5
OMC
5
Old Mission Capital
Illinois
$1.47M

Top Sellers

1
F
1
F3Logic
Minnesota
$10.8M
2
KAS
2
Kestra Advisory Services
Texas
$19.4M
3
OWA
3
Octavia Wealth Advisors
Ohio
$14.1M
4
TAF
4
Tredje AP-fonden
Sweden
$0
5
AI
5
Atria Investments
North Carolina
$5.58M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
1
Ameritas Advisory Services
Nebraska
$20.6M 1,074,916 +97,137 +10%
KAS
2
Kestra Advisory Services
Texas
$19.4M 1,009,265 -364,899 -27%
WIM
3
WealthPlan Investment Management
Nebraska
$14.2M 676,537 +676,537 New
OWA
4
Octavia Wealth Advisors
Ohio
$14.1M 736,240 -229,156 -24%
F
5
F3Logic
Minnesota
$10.8M 562,384 -669,624 -54%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10M 522,110 -6,932 -1%
AI
7
Atria Investments
North Carolina
$5.58M 291,077 -126,272 -30%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.66M 243,066 +23,789 +11%
LPL Financial
9
LPL Financial
California
$4.58M 238,958 +8,446 +4%
SWP
10
Stratos Wealth Partners
Ohio
$3.66M 190,965 -23,755 -11%
APA
11
American Portfolios Advisors
New York
$2.8M 145,767 +145,742 +582,968%
CA
12
Cetera Advisors
Colorado
$2.53M 132,003 -2,363 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.48M 129,416 +14,624 +13%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.25M 117,421 +117,421 New
MML Investors Services
15
MML Investors Services
Massachusetts
$2.19M 114,375 +21,280 +23%
OMC
16
Old Mission Capital
Illinois
$1.47M 76,745 +76,745 New
NFSG
17
Newbridge Financial Services Group
Florida
$1.44M 75,011 -3,610 -5%
UBS Group
18
UBS Group
Switzerland
$1.18M 61,270 +3,626 +6%
CAN
19
Cetera Advisor Networks
California
$1.04M 54,426 -1,144 -2%
NA
20
NewEdge Advisors
Louisiana
$998K 52,003 -4,893 -9%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$901K 46,967 +36,093 +332%
EAM
22
Empirical Asset Management
Massachusetts
$843K 43,954 +333 +0.8%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$683K 35,611 – –
EH
24
Equitable Holdings
New York
$627K 32,710 -13,175 -29%
FWP
25
Firethorn Wealth Partners
Georgia
$591K 30,831 -2,175 -7%
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