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Adaptive Alpha Opportunities ETF

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.

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
8
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KAS
1
Kestra Advisory Services
Texas
$26.2M 1,279,913 +270,648 +27%
AAS
2
Ameritas Advisory Services
Nebraska
$22.8M 1,111,213 +36,297 +3%
OWA
3
Octavia Wealth Advisors
Ohio
$15.1M 734,482 -1,758 -0.2%
WP
4
WealthPLAN Partners
Nebraska
$14.5M 646,560 +646,560 New
WIM
5
WealthPlan Investment Management
Nebraska
$14.4M 646,456 -30,081 -4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.2M 498,504 -23,606 -5%
LPL Financial
7
LPL Financial
California
$7.36M 359,131 +120,173 +50%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.27M 257,248 +14,182 +6%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.1M 200,238 +70,822 +55%
SWP
10
Stratos Wealth Partners
Ohio
$3.83M 186,844 -4,121 -2%
CAN
11
Cetera Advisor Networks
California
$3.15M 153,828 +99,402 +183%
MML Investors Services
12
MML Investors Services
Massachusetts
$2.73M 133,012 +18,637 +16%
CA
13
Cetera Advisors
Colorado
$2.7M 131,868 -135 -0.1%
NFSG
14
Newbridge Financial Services Group
Florida
$1.33M 64,756 -10,255 -14%
EAM
15
Empirical Asset Management
Massachusetts
$898K 43,839 -115 -0.3%
F
16
F3Logic
Minnesota
$801K 39,070 -523,314 -93%
GBS
17
Gallagher Benefit Services
Illinois
$801K 39,070 +39,070 New
LNC
18
Lincoln National Corp
Pennsylvania
$755K 36,823 +22,634 +160%
EH
19
Equitable Holdings
New York
$670K 32,710
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$658K 32,120 -3,491 -10%
PCIA
21
Prime Capital Investment Advisors
Kansas
$600K 29,274 +29,274 New
FWP
22
Firethorn Wealth Partners
Georgia
$585K 28,537 -2,294 -7%
AWM
23
Avior Wealth Management
Nebraska
$491K 23,963
UBS Group
24
UBS Group
Switzerland
$383K 18,713 -42,557 -69%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$380K 18,556 -98,865 -84%