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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.

Holders
50
Holders Change
Holders Change %
0%
% of All Funds
0.68%
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 Market Value Shares Shares
Change
Shares
Change %
AAS
1
Ameritas Advisory Services
Nebraska
$33.8M 1,377,428 -63,280 -4%
KPWS
2
Kestra Private Wealth Services
Texas
$23.1M 944,849 -258,405 -21%
OWA
3
Octavia Wealth Advisors
Ohio
$20.6M 842,169 +33,717 +4%
KAS
4
Kestra Advisory Services
Texas
$18.4M 752,635 -1,235,081 -62%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.8M 522,767 -19,595 -4%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$11.1M 453,969 +11,101 +3%
LPL Financial
7
LPL Financial
California
$9.28M 379,383 -3,173 -0.8%
UBS Group
8
UBS Group
Switzerland
$8.99M 367,308 -4,027 -1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.98M 367,039 +9,842 +3%
WP
10
WealthPLAN Partners
Nebraska
$7.57M 309,334 +10,940 +4%
EMAM
11
Encompass More Asset Management
California
$6.86M 280,257 +3,252 +1%
SWP
12
Stratos Wealth Partners
Ohio
$6.54M 267,308 -36,845 -12%
WIM
13
WealthPlan Investment Management
Nebraska
$6.06M 247,815 +13,171 +6%
Osaic Holdings
14
Osaic Holdings
Arizona
$5.7M 232,808 -24,944 -10%
PWM
15
Partners Wealth Management
California
$4.48M 183,122 +3,234 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.96M 161,894 +15,128 +10%
IA
17
Integrity Alliance
Iowa
$3.19M 130,495 +120,961 +1,269%
PFG
18
Prosperity Financial Group
California
$2.4M 98,295 +98,295 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.54M 62,928 +62,928 New
MML Investors Services
20
MML Investors Services
Massachusetts
$1.42M 58,158 +2,717 +5%
NA
21
NewEdge Advisors
Louisiana
$1.08M 44,090 +21,572 +96%
EAM
22
Empirical Asset Management
Massachusetts
$1.03M 42,064 +278 +0.7%
GFG
23
Goldstone Financial Group
Illinois
$967K 39,521 -6,904 -15%
AWM
24
Avior Wealth Management
Nebraska
$612K 25,009 +1 +0%
FWP
25
Firethorn Wealth Partners
Georgia
$501K 20,462 -787 -4%