Adaptive Alpha Opportunities ETF
AGOX
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.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
0% more funds holding
Funds holding: 50 → 50 (0)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
Integrity Alliance
Urbandale,
Iowa
|
+$3.27M |
| 2 |
PFG
Prosperity Financial Group
San Ramon,
California
|
+$2.66M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.7M |
| 4 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
+$911K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$583K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$33.4M |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$6.99M |
| 3 |
PAS
Park Avenue Securities
New York
|
-$1.98M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$1.71M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$996K |
AGOX Hedge Fund Activity: Q1 2025 in Review
50 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in Adaptive Alpha Opportunities ETF (AGOX) for Q1 2025, worth a combined $206M — down 23% from $269M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new AGOX positions and 6 closed out — a net gain of 1 holder — while 16 added to existing stakes and 18 trimmed.
The largest buyer was Integrity Alliance, adding an estimated $3.27M. The largest seller was Kestra Advisory Services, cutting an estimated $33.4M.
- 50 institutional investors held Adaptive Alpha Opportunities ETF (AGOX) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $206M of Adaptive Alpha Opportunities ETF stock for Q1 2025, down 23% quarter-over-quarter.
- 7 funds opened new Adaptive Alpha Opportunities ETF positions in Q1 2025 and 6 closed out, a net change of +1 holder.
- The largest Adaptive Alpha Opportunities ETF buyer in Q1 2025 was Integrity Alliance, an estimated $3.27M added.
- The largest Adaptive Alpha Opportunities ETF seller in Q1 2025 was Kestra Advisory Services, an estimated $33.4M sold.
Based on aggregated 13F filings for Q1 2025.