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Adaptive Alpha Opportunities ETF
AGOX

Overview Fund Activity

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.

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
0.67%
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
–

Top Buyers

1
PWM
1
Partners Wealth Management
California
$4.89M
2
KPWS
2
Kestra Private Wealth Services
Texas
$32.7M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.99M
4
KAS
4
Kestra Advisory Services
Texas
$54M
5
AAS
5
Ameritas Advisory Services
Nebraska
$39.1M

Top Sellers

1
WP
1
WealthPLAN Partners
Nebraska
$8.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.7M
3
Jane Street
3
Jane Street
New York
$228K
4
GRP
4
Global Retirement Partners
California
$3.37M
5
LPL Financial
5
LPL Financial
California
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
1
Kestra Advisory Services
Texas
$54M 1,987,716 +66,416 +3%
AAS
2
Ameritas Advisory Services
Nebraska
$39.1M 1,440,708 +38,570 +3%
KPWS
3
Kestra Private Wealth Services
Texas
$32.7M 1,203,254 +156,852 +15%
OWA
4
Octavia Wealth Advisors
Ohio
$22M 808,452 +20,147 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$14.7M 542,362 +8,246 +2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$12M 442,868 +19,481 +5%
LPL Financial
7
LPL Financial
California
$10.4M 382,556 -8,161 -2%
UBS Group
8
UBS Group
Switzerland
$10.1M 371,335 +1,670 +0.5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.7M 357,197 -24,958 -7%
SWP
10
Stratos Wealth Partners
Ohio
$8.26M 304,153 +9,272 +3%
WP
11
WealthPLAN Partners
Nebraska
$8.1M 298,394 -28,445 -9%
EMAM
12
Encompass More Asset Management
California
$7.52M 277,005 +20,423 +8%
Osaic Holdings
13
Osaic Holdings
Arizona
$7M 257,752 +2,187 +0.9%
WIM
14
WealthPlan Investment Management
Nebraska
$6.37M 234,644 +14,957 +7%
PWM
15
Partners Wealth Management
California
$4.89M 179,888 +179,888 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.99M 146,766 +124,872 +570%
GRP
17
Global Retirement Partners
California
$3.37M 123,985 -12,844 -9%
PAS
18
Park Avenue Securities
New York
$1.98M 72,737 +14,898 +26%
MML Investors Services
19
MML Investors Services
Massachusetts
$1.51M 55,441 +4,197 +8%
GFG
20
Goldstone Financial Group
Illinois
$1.26M 46,425 -491 -1%
NFSG
21
Newbridge Financial Services Group
Florida
$1.14M 42,049 -6,875 -14%
EAM
22
Empirical Asset Management
Massachusetts
$1.13M 41,786 +1,366 +3%
AWM
23
Avior Wealth Management
Nebraska
$679K 25,008 +932 +4%
NA
24
NewEdge Advisors
Louisiana
$612K 22,518 +230 +1%
AWM
25
AE Wealth Management
Kansas
$608K 22,389 +22,389 New
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