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Adaptive Alpha Opportunities ETF

39 hedge funds and large institutions have $238M invested in Adaptive Alpha Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.57%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
4
Increased
16
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KAS
1
Kestra Advisory Services
Texas
$45.9M 1,647,834 +6,226 +0.4%
AAS
2
Ameritas Advisory Services
Nebraska
$41.4M 1,485,976 +166,456 +13%
KPWS
3
Kestra Private Wealth Services
Texas
$22.6M 810,015 +129,617 +19%
OWA
4
Octavia Wealth Advisors
Ohio
$20.9M 748,888 +14,598 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$14.1M 505,862 +51,592 +11%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$11.6M 417,882 +30,316 +8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$11.5M 412,683 -790 -0.2%
LPL Financial
8
LPL Financial
California
$11.3M 404,287 -113,528 -22%
WP
9
WealthPLAN Partners
Nebraska
$9.28M 332,843 -5,531 -2%
SWP
10
Stratos Wealth Partners
Ohio
$7.06M 253,398 +5,943 +2%
EMAM
11
Encompass More Asset Management
California
$6.84M 245,191 +22,778 +10%
Osaic Holdings
12
Osaic Holdings
Arizona
$6.65M 238,357 -38,872 -14%
UBS Group
13
UBS Group
Switzerland
$6.01M 215,487 +16,506 +8%
WIM
14
WealthPlan Investment Management
Nebraska
$5.66M 202,901 +2,525 +1%
GRP
15
Global Retirement Partners
California
$3.98M 142,619 +84,366 +145%
PAS
16
Park Avenue Securities
New York
$1.83M 65,524 +4,515 +7%
GFG
17
Goldstone Financial Group
Illinois
$1.46M 52,501 -9,507 -15%
MML Investors Services
18
MML Investors Services
Massachusetts
$1.34M 47,938 +15,961 +50%
NFSG
19
Newbridge Financial Services Group
Florida
$1.31M 46,972 -1,106 -2%
EAM
20
Empirical Asset Management
Massachusetts
$1.12M 40,307 -2,378 -6%
NA
21
NewEdge Advisors
Louisiana
$860K 30,838 +6,717 +28%
AWM
22
Avior Wealth Management
Nebraska
$671K 24,076
PCIA
23
Prime Capital Investment Advisors
Kansas
$637K 22,849 -1,339 -6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$619K 22,198 -1,276 -5%
FWP
25
Firethorn Wealth Partners
Georgia
$594K 21,292 -707 -3%