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Adaptive Alpha Opportunities ETF

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.

Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
14
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KAS
1
Kestra Advisory Services
Texas
$31M 1,368,216 -7,988 -0.6%
AAS
2
Ameritas Advisory Services
Nebraska
$25.8M 1,138,961 +1,113,737 +4,415%
OWA
3
Octavia Wealth Advisors
Ohio
$16.3M 718,332 -15,559 -2%
LPL Financial
4
LPL Financial
California
$10.9M 481,249 +79,932 +20%
KPWS
5
Kestra Private Wealth Services
Texas
$9.96M 439,116 +294,155 +203%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$9.89M 436,002 -22,208 -5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$9.41M 414,913 +56,092 +16%
WP
8
WealthPLAN Partners
Nebraska
$8.58M 378,556 +91,860 +32%
Osaic Holdings
9
Osaic Holdings
Arizona
$8.48M 373,966 +41,027 +12%
SWP
10
Stratos Wealth Partners
Ohio
$5.78M 255,134 +4,812 +2%
WIM
11
WealthPlan Investment Management
Nebraska
$4.18M 184,251 +58,513 +47%
CAN
12
Cetera Advisor Networks
California
$3.85M 169,733 +3,657 +2%
UBS Group
13
UBS Group
Switzerland
$3.5M 154,391 +12,960 +9%
CA
14
Cetera Advisors
Colorado
$3.33M 146,878 +7,941 +6%
AWM
15
AE Wealth Management
Kansas
$1.72M 75,879 +75,879 New
GFG
16
Goldstone Financial Group
Illinois
$1.44M 63,312 +210 +0.3%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.4M 61,810 -80,508 -57%
LNC
18
Lincoln National Corp
Pennsylvania
$1.4M 61,697 +6,365 +12%
NFSG
19
Newbridge Financial Services Group
Florida
$1.27M 55,802 -4,365 -7%
EAM
20
Empirical Asset Management
Massachusetts
$977K 43,076 +3,795 +10%
GFA
21
Gallagher Fiduciary Advisors
Illinois
$724K 31,916 -1,279 -4%
PAS
22
Park Avenue Securities
New York
$611K 26,954 +26,954 New
NA
23
NewEdge Advisors
Louisiana
$592K 26,128 -1,844 -7%
PCIA
24
Prime Capital Investment Advisors
Kansas
$583K 25,707 -869 -3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$575K 25,379 -155 -0.6%