Adaptive Alpha Opportunities ETF
AGOX
45 hedge funds and large institutions have $268M invested in Adaptive Alpha Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
15% more funds holding
Funds holding: 39 → 45 (+6)
12% more capital invested
Capital invested by funds: $238M → $268M (+$29.6M)
1.21% more ownership
Funds ownership: 82.77% → 83.99% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$7.72M |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$6.68M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.36M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$1.17M |
| 5 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$2.37M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$862K |
| 3 |
LPL Financial
San Diego,
California
|
-$383K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$242K |
| 5 |
PAS
Park Avenue Securities
New York
|
-$217K |
AGOX Hedge Fund Activity: Q3 2024 in Review
45 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Adaptive Alpha Opportunities ETF (AGOX) for Q3 2024, worth a combined $268M — up 12% from $238M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new AGOX positions and 2 closed out — a net gain of 6 holders — while 15 added to existing stakes and 15 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $7.72M. The largest seller was Ameritas Advisory Services, cutting an estimated $2.37M.
- 45 institutional investors held Adaptive Alpha Opportunities ETF (AGOX) as of Q3 2024, up from 39 in Q2 2024.
- Funds reported $268M of Adaptive Alpha Opportunities ETF stock for Q3 2024, up 12% quarter-over-quarter.
- 8 funds opened new Adaptive Alpha Opportunities ETF positions in Q3 2024 and 2 closed out, a net change of +6 holders.
- The largest Adaptive Alpha Opportunities ETF buyer in Q3 2024 was Kestra Advisory Services, an estimated $7.72M added.
- The largest Adaptive Alpha Opportunities ETF seller in Q3 2024 was Ameritas Advisory Services, an estimated $2.37M sold.
Based on aggregated 13F filings for Q3 2024.