Adaptive Alpha Opportunities ETF
AGOX
40 hedge funds and large institutions have $221M invested in Adaptive Alpha Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 5 closing their positions.
54% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 13
24% more capital invested
Capital invested by funds: $178M → $221M (+$42.7M)
8.15% more ownership
Funds ownership: 78% → 86.15% (+8.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less funds holding
Funds holding: 41 → 40 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$14.1M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$9.62M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$6.26M |
| 4 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$2.26M |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.28M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$916K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$804K |
| 4 |
LPL Financial
San Diego,
California
|
-$475K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$445K |
AGOX Hedge Fund Activity: Q1 2024 in Review
40 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Adaptive Alpha Opportunities ETF (AGOX) for Q1 2024, worth a combined $221M — up 24% from $178M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of AGOX and 4 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 20 added.
The largest buyer was Ameritas Advisory Services, adding an estimated $14.1M. The largest seller was Osaic Holdings, cutting an estimated $1.28M.
- 40 institutional investors held Adaptive Alpha Opportunities ETF (AGOX) as of Q1 2024, down from 41 in Q4 2023.
- Funds reported $221M of Adaptive Alpha Opportunities ETF stock for Q1 2024, up 24% quarter-over-quarter.
- 4 funds opened new Adaptive Alpha Opportunities ETF positions in Q1 2024 and 5 closed out, a net change of -1 holder.
- The largest Adaptive Alpha Opportunities ETF buyer in Q1 2024 was Ameritas Advisory Services, an estimated $14.1M added.
- The largest Adaptive Alpha Opportunities ETF seller in Q1 2024 was Osaic Holdings, an estimated $1.28M sold.
Based on aggregated 13F filings for Q1 2024.