Adaptive Alpha Opportunities ETF
AGOX
49 hedge funds and large institutions have $314M invested in Adaptive Alpha Opportunities ETF in 2026 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
36% more capital invested
Capital invested by funds: $231M → $314M (+$82.7M)
11% more funds holding
Funds holding: 44 → 49 (+5)
4.71% more ownership
Funds ownership: 75.87% → 80.58% (+4.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
25% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$17.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.34M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.93M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.19M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$6.83M |
| 2 |
PFG
Prosperity Financial Group
San Ramon,
California
|
-$3.09M |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$1.62M |
| 4 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$1.36M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.33M |
AGOX Hedge Fund Activity: Q2 2026 in Review
49 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Adaptive Alpha Opportunities ETF (AGOX) for Q2 2026, worth a combined $314M — up 36% from $231M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new AGOX positions and 8 closed out — a net gain of 5 holders — while 12 added to existing stakes and 16 trimmed.
The largest buyer was Ameritas Advisory Services, adding an estimated $17.8M. The largest seller was Kestra Private Wealth Services, cutting an estimated $6.83M.
- 49 institutional investors held Adaptive Alpha Opportunities ETF (AGOX) as of Q2 2026, up from 44 in Q1 2026.
- Funds reported $314M of Adaptive Alpha Opportunities ETF stock for Q2 2026, up 36% quarter-over-quarter.
- 13 funds opened new Adaptive Alpha Opportunities ETF positions in Q2 2026 and 8 closed out, a net change of +5 holders.
- The largest Adaptive Alpha Opportunities ETF buyer in Q2 2026 was Ameritas Advisory Services, an estimated $17.8M added.
- The largest Adaptive Alpha Opportunities ETF seller in Q2 2026 was Kestra Private Wealth Services, an estimated $6.83M sold.
Based on aggregated 13F filings for Q2 2026.