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
Holders
4
Holders Change
-1
Holders Change %
-20%
% of All Funds
0.05%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
–
Increased
2
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
AIP
Alexis Investment Partners
Montgomery,
Texas
|
+$3.32M |
| 2 |
ISWM
Independent Solutions Wealth Management
Williamsville,
New York
|
+$831K |
Top Sellers
| 1 |
NWM
Napa Wealth Management
Napa,
California
|
-$498K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$40.5K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AIP
1
Alexis Investment Partners
Montgomery,
Texas
| $91.5M | +$3.32M | +102,602 | +4% |
|
|
ISWM
2
Independent Solutions Wealth Management
Williamsville,
New York
| $12.9M | +$831K | +25,709 | +7% |
|
|
SFS
3
Sowell Financial Services
North Little Rock,
Arkansas
| $4.5M | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| $37.6K | -$40.5K | -1,253 | -52% |
|
|
NWM
5
Napa Wealth Management
Napa,
California
| – | -$498K | -16,998 | Closed |
|