Adaptive Alpha Opportunities ETF
AGOX
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.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
8% more capital invested
Capital invested by funds: $221M → $238M (+$17.1M)
7% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 15
3% less funds holding
Funds holding: 40 → 39 (-1)
3.38% less ownership
Funds ownership: 86.15% → 82.77% (-3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$4.32M |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$3.36M |
| 3 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$2.19M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.34M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$787K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.95M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.66M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.01M |
| 4 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
-$552K |
| 5 |
GS
GTS Securities
Miami,
Florida
|
-$427K |
AGOX Hedge Fund Activity: Q2 2024 in Review
39 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Adaptive Alpha Opportunities ETF (AGOX) for Q2 2024, worth a combined $238M — up 7.8% from $221M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new AGOX positions and 3 closed out — a net gain of 1 holder — while 16 added to existing stakes and 15 trimmed.
The largest buyer was Ameritas Advisory Services, adding an estimated $4.32M. The largest seller was LPL Financial, cutting an estimated $2.95M.
- 39 institutional investors held Adaptive Alpha Opportunities ETF (AGOX) as of Q2 2024, down from 40 in Q1 2024.
- Funds reported $238M of Adaptive Alpha Opportunities ETF stock for Q2 2024, up 7.8% quarter-over-quarter.
- 4 funds opened new Adaptive Alpha Opportunities ETF positions in Q2 2024 and 3 closed out, a net change of +1 holder.
- The largest Adaptive Alpha Opportunities ETF buyer in Q2 2024 was Ameritas Advisory Services, an estimated $4.32M added.
- The largest Adaptive Alpha Opportunities ETF seller in Q2 2024 was LPL Financial, an estimated $2.95M sold.
Based on aggregated 13F filings for Q2 2024.