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Adaptive Alpha Opportunities ETF

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.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.03% less ownership

Funds ownership: 79.9%75.87% (-4%)

10% less funds holding

Funds holding: 4944 (-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

Holders
44
Holders Change
-5
Holders Change %
-10.2%
% of All Funds
0.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
9
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BM
1
Berman McAleer
Maryland
$59.5M +$1.46M +50,584 +2%
AAS
2
Ameritas Advisory Services
Nebraska
$25.4M -$244K -8,435 -0.9%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$24.4M +$11.8M +408,731 +80%
KPWS
4
Kestra Private Wealth Services
Texas
$24.1M -$2.71M -93,867 -9%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$11.7M -$149K -5,148 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$11.6M -$423K -14,630 -3%
LPL Financial
7
LPL Financial
California
$10.9M -$970K -33,563 -8%
UBS Group
8
UBS Group
Switzerland
$9.09M +$39.5K +1,369 +0.4%
SWP
9
Stratos Wealth Partners
Ohio
$7.43M -$10.7K -372 -0.1%
OWA
10
Octavia Wealth Advisors
Ohio
$6.51M -$18.7M -645,802 -73%
PWM
11
Partners Wealth Management
California
$5.65M -$563K -19,494 -8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.29M +$447K +15,476 +8%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.92M -$1.11M -38,479 -17%
WIM
14
WealthPlan Investment Management
Nebraska
$4.91M -$4.66M -161,287 -47%
WP
15
WealthPLAN Partners
Nebraska
$3.56M -$1.17M -40,596 -23%
PFG
16
Prosperity Financial Group
California
$3.09M -$144 -5 -0%
IA
17
Integrity Alliance
Iowa
$1.6M
NA
18
NewEdge Advisors
Louisiana
$1.59M -$84.5K -2,926 -5%
Raymond James Financial
19
Raymond James Financial
Florida
$1.56M -$21.1K -731 -1%
EAM
20
Empirical Asset Management
Massachusetts
$1.2M +$10.6K +366 +0.8%
FWP
21
Firethorn Wealth Partners
Georgia
$867K +$105K +3,643 +13%
GFG
22
Goldstone Financial Group
Illinois
$829K -$109K -3,773 -11%
PCIA
23
Prime Capital Investment Advisors
Kansas
$823K +$410K +14,185 +85%
FIA
24
Foundations Investment Advisors
Arizona
$720K -$481K -16,668 -38%
AWM
25
Avior Wealth Management
Nebraska
$687K