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Adaptive Alpha Opportunities ETF
AGOX
AGOX
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.
New
Increased
Maintained
Reduced
Closed
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $142M → $140M (-$2.6M)
8% less funds holding
Funds holding: 38 → 35 (-3)
9.27% less ownership
Funds ownership: 85.28% → 76% (-9.3%)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
21% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 14
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
–
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.37M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$1.28M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.26M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.08M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.08M |
