Alexis Practical Tactical ETF
LEXI
4 hedge funds and large institutions have $124M invested in Alexis Practical Tactical ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
33% more funds holding
Funds holding: 3 → 4 (+1)
2% more capital invested
Capital invested by funds: $121M → $124M (+$2.87M)
1.3% less ownership
Funds ownership: 82.07% → 80.77% (-1.3%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ISWM
Independent Solutions Wealth Management
Williamsville,
New York
|
+$103M |
| 2 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$280K |
| 3 |
Morgan Stanley
New York
|
+$34K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Alexis Investment Partners
Montgomery,
Texas
|
-$97.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ISWM
1
Independent Solutions Wealth Management
Williamsville,
New York
| $119M | +$103M | +2,839,647 | +543% |
|
|
SFS
2
Sowell Financial Services
North Little Rock,
Arkansas
| $4.91M | – | – | – |
|
|
3
Envestnet Portfolio Solutions
Chicago,
Illinois
| $271K | +$280K | +7,695 | New |
|
|
4
Morgan Stanley
New York
| $32.9K | +$34K | +935 | New |
|
|
AIP
5
Alexis Investment Partners
Montgomery,
Texas
| – | -$97.3M | -2,732,408 | Closed |
|
LEXI Hedge Fund Activity: Q1 2026 in Review
4 of the 8,134 institutional investors tracked by Wall St. Rank reported a position in Alexis Practical Tactical ETF (LEXI) for Q1 2026, worth a combined $124M — up 2.4% from $121M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new LEXI positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Independent Solutions Wealth Management, adding an estimated $103M. The largest seller was Alexis Investment Partners, exiting entirely with an estimated $97.3M sold.
- 4 institutional investors held Alexis Practical Tactical ETF (LEXI) as of Q1 2026, up from 3 in Q4 2025.
- Funds reported $124M of Alexis Practical Tactical ETF stock for Q1 2026, up 2.4% quarter-over-quarter.
- 2 funds opened new Alexis Practical Tactical ETF positions in Q1 2026 and 1 closed out, a net change of +1 holder.
- The largest Alexis Practical Tactical ETF buyer in Q1 2026 was Independent Solutions Wealth Management, an estimated $103M added.
- The largest Alexis Practical Tactical ETF seller in Q1 2026 was Alexis Investment Partners, an estimated $97.3M sold.
Based on aggregated 13F filings for Q1 2026.