Adaptive Alpha Opportunities ETF
AGOX
38 hedge funds and large institutions have $165M invested in Adaptive Alpha Opportunities ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
27% more capital invested
Capital invested by funds: $130M → $165M (+$35.3M)
16.11% more ownership
Funds ownership: 60.9% → 77% (+16%)
15% more funds holding
Funds holding: 33 → 38 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$26.1M |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$6.9M |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$2.15M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.87M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.89M |
| 2 |
EH
Equitable Holdings
New York
|
-$731K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$521K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$454K |
| 5 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
-$365K |
AGOX Hedge Fund Activity: Q3 2023 in Review
38 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Adaptive Alpha Opportunities ETF (AGOX) for Q3 2023, worth a combined $165M — up 27% from $130M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new AGOX positions and 3 closed out — a net gain of 5 holders — while 14 added to existing stakes and 10 trimmed.
The largest buyer was Ameritas Advisory Services, adding an estimated $26.1M. The largest seller was MML Investors Services, cutting an estimated $1.89M.
- 38 institutional investors held Adaptive Alpha Opportunities ETF (AGOX) as of Q3 2023, up from 33 in Q2 2023.
- Funds reported $165M of Adaptive Alpha Opportunities ETF stock for Q3 2023, up 27% quarter-over-quarter.
- 8 funds opened new Adaptive Alpha Opportunities ETF positions in Q3 2023 and 3 closed out, a net change of +5 holders.
- The largest Adaptive Alpha Opportunities ETF buyer in Q3 2023 was Ameritas Advisory Services, an estimated $26.1M added.
- The largest Adaptive Alpha Opportunities ETF seller in Q3 2023 was MML Investors Services, an estimated $1.89M sold.
Based on aggregated 13F filings for Q3 2023.