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Adaptive Alpha Opportunities ETF
AGOX

Overview Fund Activity

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.

Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
0.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
15
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$55.4M
2
KPWS
2
Kestra Private Wealth Services
Texas
$30.2M
3
UBS Group
3
UBS Group
Switzerland
$10.7M
4
SWP
4
Stratos Wealth Partners
Ohio
$8.51M
5
OWA
5
Octavia Wealth Advisors
Ohio
$22.7M

Top Sellers

1
AAS
1
Ameritas Advisory Services
Nebraska
$40.5M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11M
3
LPL Financial
3
LPL Financial
California
$11.3M
4
NA
4
NewEdge Advisors
Louisiana
$643K
5
PAS
5
Park Avenue Securities
New York
$1.67M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
1
Kestra Advisory Services
Texas
$55.4M 1,921,300 +273,466 +17%
AAS
2
Ameritas Advisory Services
Nebraska
$40.5M 1,402,138 -83,838 -6%
KPWS
3
Kestra Private Wealth Services
Texas
$30.2M 1,046,402 +236,387 +29%
OWA
4
Octavia Wealth Advisors
Ohio
$22.7M 788,305 +39,417 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15.4M 534,116 +28,254 +6%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$12.2M 423,387 +5,505 +1%
LPL Financial
7
LPL Financial
California
$11.3M 390,717 -13,570 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11M 382,155 -30,528 -7%
UBS Group
9
UBS Group
Switzerland
$10.7M 369,665 +154,178 +72%
WP
10
WealthPLAN Partners
Nebraska
$9.43M 326,839 -6,004 -2%
SWP
11
Stratos Wealth Partners
Ohio
$8.51M 294,881 +41,483 +16%
EMAM
12
Encompass More Asset Management
California
$7.4M 256,582 +11,391 +5%
Osaic Holdings
13
Osaic Holdings
Arizona
$7.37M 255,565 +17,208 +7%
WIM
14
WealthPlan Investment Management
Nebraska
$6.34M 219,687 +16,786 +8%
GRP
15
Global Retirement Partners
California
$3.95M 136,829 -5,790 -4%
PAS
16
Park Avenue Securities
New York
$1.67M 57,839 -7,685 -12%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.48M 51,244 +3,306 +7%
NFSG
18
Newbridge Financial Services Group
Florida
$1.41M 48,924 +1,952 +4%
GFG
19
Goldstone Financial Group
Illinois
$1.35M 46,916 -5,585 -11%
EAM
20
Empirical Asset Management
Massachusetts
$1.17M 40,420 +113 +0.3%
AWM
21
Avior Wealth Management
Nebraska
$695K 24,076 – –
NA
22
NewEdge Advisors
Louisiana
$643K 22,288 -8,550 -28%
Jane Street
23
Jane Street
New York
$633K 21,948 +21,948 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$632K 21,894 -304 -1%
AWS
25
Atria Wealth Solutions
New York
$616K 21,333 +4,577 +27%
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