Alexis Practical Tactical ETF
LEXI
LEXI
4 hedge funds and large institutions have $109M invested in Alexis Practical Tactical ETF in 2025 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
20% less funds holding
Funds holding: 5 → 4 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Holders
4
Holding in Top 10
2
Calls
–
Puts
–
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
1
Alexis Investment Partners
Montgomery,
Texas
| $91.5M |
|
|||
|
ISWM
2
Independent Solutions Wealth Management
Williamsville,
New York
| $12.9M |
|
|||
|
SFS
3
Sowell Financial Services
North Little Rock,
Arkansas
| $4.5M |
|
|||
4
UBS Group
Zurich,
Switzerland
| $37.6K |
|
|||
|
NWM
5
Napa Wealth Management
Napa,
California
| – |
|