Adaptive Alpha Opportunities ETF
AGOX
50 hedge funds and large institutions have $269M invested in Adaptive Alpha Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
657% more capital inflows, than outflows
Capital inflows: $21.9M | Capital outflows: $2.89M
100% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 11
11% more funds holding
Funds holding: 45 → 50 (+5)
2.36% more ownership
Funds ownership: 83.99% → 86.35% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$4.55M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.62M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.93M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$1.12M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$649K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$825K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$723K |
| 3 |
Jane Street
New York
|
-$393K |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$372K |
| 5 |
LPL Financial
San Diego,
California
|
-$237K |
AGOX Hedge Fund Activity: Q4 2024 in Review
50 of the 7,614 institutional investors tracked by Wall St. Rank reported a position in Adaptive Alpha Opportunities ETF (AGOX) for Q4 2024, worth a combined $269M — up 0.63% from $268M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new AGOX positions and 1 closed out — a net gain of 7 holders — while 22 added to existing stakes and 11 trimmed.
The largest buyer was Kestra Private Wealth Services, adding an estimated $4.55M. The largest seller was WealthPLAN Partners, cutting an estimated $825K.
- 50 institutional investors held Adaptive Alpha Opportunities ETF (AGOX) as of Q4 2024, up from 45 in Q3 2024.
- Funds reported $269M of Adaptive Alpha Opportunities ETF stock for Q4 2024, up 0.63% quarter-over-quarter.
- 8 funds opened new Adaptive Alpha Opportunities ETF positions in Q4 2024 and 1 closed out, a net change of +7 holders.
- The largest Adaptive Alpha Opportunities ETF buyer in Q4 2024 was Kestra Private Wealth Services, an estimated $4.55M added.
- The largest Adaptive Alpha Opportunities ETF seller in Q4 2024 was WealthPLAN Partners, an estimated $825K sold.
Based on aggregated 13F filings for Q4 2024.