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Adaptive Alpha Opportunities ETF

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.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

11% more funds holding

Funds holding: 4550 (+5)

2.36% more ownership

Funds ownership: 83.99%86.35% (+2.4%)

1% more capital invested

Capital invested by funds: $268M → $269M (+$1.68M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
0.66%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
22
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$54M +$1.93M +66,416 +3%
AAS
2
Ameritas Advisory Services
Nebraska
$39.1M +$1.12M +38,570 +3%
KPWS
3
Kestra Private Wealth Services
Texas
$32.7M +$4.55M +156,852 +15%
OWA
4
Octavia Wealth Advisors
Ohio
$22M +$584K +20,147 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$14.7M +$239K +8,246 +2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$12M +$565K +19,481 +5%
LPL Financial
7
LPL Financial
California
$10.4M -$237K -8,161 -2%
UBS Group
8
UBS Group
Switzerland
$10.1M +$48.4K +1,670 +0.5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.7M -$723K -24,958 -7%
SWP
10
Stratos Wealth Partners
Ohio
$8.26M +$269K +9,272 +3%
WP
11
WealthPLAN Partners
Nebraska
$8.1M -$825K -28,445 -9%
EMAM
12
Encompass More Asset Management
California
$7.52M +$592K +20,423 +8%
Osaic Holdings
13
Osaic Holdings
Arizona
$7M +$63.4K +2,187 +0.9%
WIM
14
WealthPlan Investment Management
Nebraska
$6.37M +$434K +14,957 +7%
PWM
15
Partners Wealth Management
California
$4.89M +$5.21M +179,888 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.99M +$3.62M +124,872 +570%
GRP
17
Global Retirement Partners
California
$3.37M -$372K -12,844 -9%
PAS
18
Park Avenue Securities
New York
$1.98M +$432K +14,898 +26%
MML Investors Services
19
MML Investors Services
Massachusetts
$1.51M +$122K +4,197 +8%
GFG
20
Goldstone Financial Group
Illinois
$1.26M -$14.2K -491 -1%
NFSG
21
Newbridge Financial Services Group
Florida
$1.14M -$199K -6,875 -14%
EAM
22
Empirical Asset Management
Massachusetts
$1.13M +$39.6K +1,366 +3%
AWM
23
Avior Wealth Management
Nebraska
$679K +$27K +932 +4%
NA
24
NewEdge Advisors
Louisiana
$612K +$6.67K +230 +1%
AWM
25
AE Wealth Management
Kansas
$608K +$649K +22,389 New