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Adaptive Alpha Opportunities ETF

43 hedge funds and large institutions have $230M invested in Adaptive Alpha Opportunities ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

57% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 21

Holders
43
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
BM
1
Berman McAleer
Maryland
$59.5M
AAS
2
Ameritas Advisory Services
Nebraska
$25.4M
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$24.4M
KPWS
4
Kestra Private Wealth Services
Texas
$24.1M
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$11.7M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$11.6M
LPL Financial
7
LPL Financial
California
$10.9M
UBS Group
8
UBS Group
Switzerland
$9.09M
SWP
9
Stratos Wealth Partners
Ohio
$7.43M
OWA
10
Octavia Wealth Advisors
Ohio
$6.51M
PWM
11
Partners Wealth Management
California
$5.65M
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.29M
Osaic Holdings
13
Osaic Holdings
Arizona
$4.92M
WIM
14
WealthPlan Investment Management
Nebraska
$4.91M
WP
15
WealthPLAN Partners
Nebraska
$3.56M
PFG
16
Prosperity Financial Group
California
$3.09M
IA
17
Integrity Alliance
Iowa
$1.6M
Raymond James Financial
18
Raymond James Financial
Florida
$1.56M
EAM
19
Empirical Asset Management
Massachusetts
$1.2M
FWP
20
Firethorn Wealth Partners
Georgia
$867K
GFG
21
Goldstone Financial Group
Illinois
$829K
PCIA
22
Prime Capital Investment Advisors
Kansas
$823K
FIA
23
Foundations Investment Advisors
Arizona
$720K
AWM
24
Avior Wealth Management
Nebraska
$687K
GS
25
GTS Securities
New York
$609K