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Adaptive Alpha Opportunities ETF

50 hedge funds and large institutions have $206M invested in Adaptive Alpha Opportunities ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Ameritas Advisory Services
Nebraska
$33.8M
KPWS
2
Kestra Private Wealth Services
Texas
$23.1M
OWA
3
Octavia Wealth Advisors
Ohio
$20.6M
KAS
4
Kestra Advisory Services
Texas
$18.4M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.8M
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$11.1M
LPL Financial
7
LPL Financial
California
$9.28M
UBS Group
8
UBS Group
Switzerland
$8.99M
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.98M
WP
10
WealthPLAN Partners
Nebraska
$7.57M
EMAM
11
Encompass More Asset Management
California
$6.86M
SWP
12
Stratos Wealth Partners
Ohio
$6.54M
WIM
13
WealthPlan Investment Management
Nebraska
$6.06M
Osaic Holdings
14
Osaic Holdings
Arizona
$5.7M
PWM
15
Partners Wealth Management
California
$4.48M
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.96M
IA
17
Integrity Alliance
Iowa
$3.19M
PFG
18
Prosperity Financial Group
California
$2.4M
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.54M
MML Investors Services
20
MML Investors Services
Massachusetts
$1.42M
NA
21
NewEdge Advisors
Louisiana
$1.08M
EAM
22
Empirical Asset Management
Massachusetts
$1.03M
GFG
23
Goldstone Financial Group
Illinois
$967K
AWM
24
Avior Wealth Management
Nebraska
$612K
FWP
25
Firethorn Wealth Partners
Georgia
$501K