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Adaptive Alpha Opportunities ETF

33 hedge funds and large institutions have $130M invested in Adaptive Alpha Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
8
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KAS
1
Kestra Advisory Services
Texas
$32.2M 1,376,204 +46,195 +3%
OWA
2
Octavia Wealth Advisors
Ohio
$17.2M 733,891 +18,806 +3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$10.7M 458,210 -39,819 -8%
LPL Financial
4
LPL Financial
California
$9.4M 401,317 -16,212 -4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.41M 358,821 -8,304 -2%
Osaic Holdings
6
Osaic Holdings
Arizona
$7.8M 332,939 +95,807 +40%
WP
7
WealthPLAN Partners
Nebraska
$6.72M 286,696 -132,552 -32%
SWP
8
Stratos Wealth Partners
Ohio
$5.87M 250,322 +4,257 +2%
CAN
9
Cetera Advisor Networks
California
$3.89M 166,076 -37,839 -19%
KPWS
10
Kestra Private Wealth Services
Texas
$3.4M 144,961 +130,511 +903%
MML Investors Services
11
MML Investors Services
Massachusetts
$3.34M 142,318 +11,770 +9%
UBS Group
12
UBS Group
Switzerland
$3.31M 141,431 +125,978 +815%
CA
13
Cetera Advisors
Colorado
$3.26M 138,937 +7,092 +5%
WIM
14
WealthPlan Investment Management
Nebraska
$2.95M 125,738 -78,656 -38%
GFG
15
Goldstone Financial Group
Illinois
$1.48M 63,102 +63,102 New
NFSG
16
Newbridge Financial Services Group
Florida
$1.41M 60,167 -2,594 -4%
LNC
17
Lincoln National Corp
Pennsylvania
$1.3M 55,332 -2,369 -4%
EAM
18
Empirical Asset Management
Massachusetts
$920K 39,281 -1,267 -3%
GFA
19
Gallagher Fiduciary Advisors
Illinois
$778K 33,195 -5,126 -13%
EH
20
Equitable Holdings
New York
$731K 31,179 -1,532 -5%
NA
21
NewEdge Advisors
Louisiana
$655K 27,972 -4,300 -13%
PCIA
22
Prime Capital Investment Advisors
Kansas
$623K 26,576 +26,576 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$598K 25,534 -3,981 -13%
FWP
24
Firethorn Wealth Partners
Georgia
$597K 25,470 -3,000 -11%
AAS
25
Ameritas Advisory Services
Nebraska
$584K 25,224 -1,091,048 -98%