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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

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding

Funds holding: 5050 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

13.43% less ownership

Funds ownership: 86.35%72.92% (-13%)

23% less capital invested

Capital invested by funds: $269M → $206M (-$63.2M)

Holders
50
Holders Change
Holders Change %
0%
% 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
7
Increased
16
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Ameritas Advisory Services
Nebraska
$33.8M -$1.71M -63,280 -4%
KPWS
2
Kestra Private Wealth Services
Texas
$23.1M -$6.99M -258,405 -21%
OWA
3
Octavia Wealth Advisors
Ohio
$20.6M +$911K +33,717 +4%
KAS
4
Kestra Advisory Services
Texas
$18.4M -$33.4M -1,235,081 -62%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.8M -$530K -19,595 -4%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$11.1M +$300K +11,101 +3%
LPL Financial
7
LPL Financial
California
$9.28M -$85.8K -3,173 -0.8%
UBS Group
8
UBS Group
Switzerland
$8.99M -$109K -4,027 -1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.98M +$266K +9,842 +3%
WP
10
WealthPLAN Partners
Nebraska
$7.57M +$296K +10,940 +4%
EMAM
11
Encompass More Asset Management
California
$6.86M +$87.9K +3,252 +1%
SWP
12
Stratos Wealth Partners
Ohio
$6.54M -$996K -36,845 -12%
WIM
13
WealthPlan Investment Management
Nebraska
$6.06M +$356K +13,171 +6%
Osaic Holdings
14
Osaic Holdings
Arizona
$5.7M -$674K -24,944 -10%
PWM
15
Partners Wealth Management
California
$4.48M +$87.4K +3,234 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.96M +$409K +15,128 +10%
IA
17
Integrity Alliance
Iowa
$3.19M +$3.27M +120,961 +1,269%
PFG
18
Prosperity Financial Group
California
$2.4M +$2.66M +98,295 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.54M +$1.7M +62,928 New
MML Investors Services
20
MML Investors Services
Massachusetts
$1.42M +$73.5K +2,717 +5%
NA
21
NewEdge Advisors
Louisiana
$1.08M +$583K +21,572 +96%
EAM
22
Empirical Asset Management
Massachusetts
$1.03M +$7.51K +278 +0.7%
GFG
23
Goldstone Financial Group
Illinois
$967K -$187K -6,904 -15%
AWM
24
Avior Wealth Management
Nebraska
$612K +$27 +1 +0%
FWP
25
Firethorn Wealth Partners
Georgia
$501K -$21.3K -787 -4%