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Adaptive Alpha Opportunities ETF

35 hedge funds and large institutions have $140M invested in Adaptive Alpha Opportunities ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
35
Holders Change
-3
Holders Change %
-7.89%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
11
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KAS
1
Kestra Advisory Services
Texas
$29M 1,330,009 +50,096 +4%
AAS
2
Ameritas Advisory Services
Nebraska
$24.2M 1,116,272 +5,059 +0.5%
OWA
3
Octavia Wealth Advisors
Ohio
$15.6M 715,085 -19,397 -3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.9M 498,029 -475 -0.1%
WP
5
WealthPLAN Partners
Nebraska
$9.14M 419,248 -227,312 -35%
LPL Financial
6
LPL Financial
California
$9.1M 417,529 +58,398 +16%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$8M 367,125 +109,877 +43%
SWP
8
Stratos Wealth Partners
Ohio
$5.36M 246,065 +59,221 +32%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.17M 237,132 +36,894 +18%
WIM
10
WealthPlan Investment Management
Nebraska
$4.45M 204,394 -442,062 -68%
CAN
11
Cetera Advisor Networks
California
$4.44M 203,915 +50,087 +33%
CA
12
Cetera Advisors
Colorado
$2.87M 131,845 -23 -0%
MML Investors Services
13
MML Investors Services
Massachusetts
$2.85M 130,548 -2,464 -2%
NFSG
14
Newbridge Financial Services Group
Florida
$1.37M 62,761 -1,995 -3%
LNC
15
Lincoln National Corp
Pennsylvania
$1.26M 57,701 +20,878 +57%
EAM
16
Empirical Asset Management
Massachusetts
$884K 40,548 -3,291 -8%
GFA
17
Gallagher Fiduciary Advisors
Illinois
$835K 38,321 +38,321 New
EH
18
Equitable Holdings
New York
$713K 32,711 +1 +0%
NA
19
NewEdge Advisors
Louisiana
$703K 32,272 -5,693 -15%
FWP
20
Firethorn Wealth Partners
Georgia
$621K 28,470 -67 -0.2%
AWM
21
Avior Wealth Management
Nebraska
$523K 24,011 +48 +0.2%
UBS Group
22
UBS Group
Switzerland
$337K 15,453 -3,260 -17%
KPWS
23
Kestra Private Wealth Services
Texas
$315K 14,450 +675 +5%
SWM
24
Southern Wealth Management
Texas
$310K 14,225
CF
25
Centaurus Financial
California
$234K 10,751