Adaptive Alpha Opportunities ETF
AGOX
38 hedge funds and large institutions have $142M invested in Adaptive Alpha Opportunities ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 18 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
8% more capital invested
Capital invested by funds: $132M → $142M (+$10.4M)
3.9% more ownership
Funds ownership: 81.38% → 85.28% (+3.9%)
0% more funds holding
Funds holding: 38 → 38 (0)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
56% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$5.57M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.47M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$2.05M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.46M |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$747K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
F
F3Logic
Burnsville,
Minnesota
|
-$10.8M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$5.58M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.03M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.47M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$876K |
AGOX Hedge Fund Activity: Q4 2022 in Review
38 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Adaptive Alpha Opportunities ETF (AGOX) for Q4 2022, worth a combined $142M — up 7.9% from $132M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new AGOX positions and 5 closed out — a net gain of 1 holder — while 8 added to existing stakes and 18 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $5.57M. The largest seller was F3Logic, cutting an estimated $10.8M.
- 38 institutional investors held Adaptive Alpha Opportunities ETF (AGOX) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $142M of Adaptive Alpha Opportunities ETF stock for Q4 2022, up 7.9% quarter-over-quarter.
- 6 funds opened new Adaptive Alpha Opportunities ETF positions in Q4 2022 and 5 closed out, a net change of +1 holder.
- The largest Adaptive Alpha Opportunities ETF buyer in Q4 2022 was Kestra Advisory Services, an estimated $5.57M added.
- The largest Adaptive Alpha Opportunities ETF seller in Q4 2022 was F3Logic, an estimated $10.8M sold.
Based on aggregated 13F filings for Q4 2022.