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Adaptive Alpha Opportunities ETF

41 hedge funds and large institutions have $178M invested in Adaptive Alpha Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
11
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KAS
1
Kestra Advisory Services
Texas
$33.8M 1,389,287 +21,071 +2%
AAS
2
Ameritas Advisory Services
Nebraska
$18.3M 752,063 -386,898 -34%
OWA
3
Octavia Wealth Advisors
Ohio
$17.4M 714,532 -3,800 -0.5%
KPWS
4
Kestra Private Wealth Services
Texas
$15.4M 633,678 +194,562 +44%
LPL Financial
5
LPL Financial
California
$13.1M 536,953 +55,704 +12%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$10.8M 445,075 +30,162 +7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10.5M 431,418 -4,584 -1%
WP
8
WealthPLAN Partners
Nebraska
$9.13M 375,296 -3,260 -0.9%
Osaic Holdings
9
Osaic Holdings
Arizona
$8.01M 328,945 -45,021 -12%
SWP
10
Stratos Wealth Partners
Ohio
$6.09M 250,411 -4,723 -2%
CAN
11
Cetera Advisor Networks
California
$5.74M 236,030 +66,297 +39%
UBS Group
12
UBS Group
Switzerland
$4.81M 197,626 +43,235 +28%
WIM
13
WealthPlan Investment Management
Nebraska
$4.35M 178,859 -5,392 -3%
CA
14
Cetera Advisors
Colorado
$3.82M 156,852 +9,974 +7%
EMAM
15
Encompass More Asset Management
California
$3.2M 131,414 +131,414 New
LNC
16
Lincoln National Corp
Pennsylvania
$1.52M 62,312 +615 +1%
GFG
17
Goldstone Financial Group
Illinois
$1.51M 61,925 -1,387 -2%
GRP
18
Global Retirement Partners
California
$1.41M 58,516 +58,516 New
NFSG
19
Newbridge Financial Services Group
Florida
$1.21M 49,575 -6,227 -11%
EAM
20
Empirical Asset Management
Massachusetts
$1.03M 42,492 -584 -1%
PAS
21
Park Avenue Securities
New York
$1.01M 41,490 +14,536 +54%
PCIA
22
Prime Capital Investment Advisors
Kansas
$622K 25,569 -138 -0.5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$618K 25,379
FWP
24
Firethorn Wealth Partners
Georgia
$602K 24,756 -86 -0.3%
AWM
25
Avior Wealth Management
Nebraska
$584K 24,011