Adaptive Alpha Opportunities ETF
AGOX
44 hedge funds and large institutions have $231M 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, 22 reducing their positions, and 8 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4.03% less ownership
Funds ownership: 79.9% → 75.87% (-4%)
10% less funds holding
Funds holding: 49 → 44 (-5)
18% less capital invested
Capital invested by funds: $281M → $231M (-$49.2M)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
59% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$11.8M |
| 2 |
BM
Berman McAleer
Timonium,
Maryland
|
+$1.46M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$507K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$447K |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$410K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
-$18.7M |
| 2 |
EMAM
Encompass More Asset Management
Danville,
California
|
-$10.7M |
| 3 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$4.66M |
| 4 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$2.71M |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$1.17M |
AGOX Hedge Fund Activity: Q1 2026 in Review
44 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Adaptive Alpha Opportunities ETF (AGOX) for Q1 2026, worth a combined $231M — down 18% from $281M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of AGOX and 5 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 9 added.
The largest buyer was Royal Bank of Canada, adding an estimated $11.8M. The largest seller was Octavia Wealth Advisors, cutting an estimated $18.7M.
- 44 institutional investors held Adaptive Alpha Opportunities ETF (AGOX) as of Q1 2026, down from 49 in Q4 2025.
- Funds reported $231M of Adaptive Alpha Opportunities ETF stock for Q1 2026, down 18% quarter-over-quarter.
- 5 funds opened new Adaptive Alpha Opportunities ETF positions in Q1 2026 and 8 closed out, a net change of -3 holders.
- The largest Adaptive Alpha Opportunities ETF buyer in Q1 2026 was Royal Bank of Canada, an estimated $11.8M added.
- The largest Adaptive Alpha Opportunities ETF seller in Q1 2026 was Octavia Wealth Advisors, an estimated $18.7M sold.
Based on aggregated 13F filings for Q1 2026.