Alexis Practical Tactical ETF
LEXI
LEXI
5 hedge funds and large institutions have $94.6M invested in Alexis Practical Tactical ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
+3
Holders Change %
+150%
% of All Funds
0.07%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
3
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
ISWM
Independent Solutions Wealth Management
Williamsville,
New York
|
+$8.52M |
| 2 |
RWM
Rockwood Wealth Management
New Hope,
Pennsylvania
|
+$269K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.5K |
Top Sellers
No sellers this quarter
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AIP
1
Alexis Investment Partners
Montgomery,
Texas
| $79.9M | +$79.9M | +2,651,536 | New |
|
|
ISWM
2
Independent Solutions Wealth Management
Williamsville,
New York
| $10.2M | +$8.52M | +282,836 | +515% |
|
|
SFS
3
Sowell Financial Services
North Little Rock,
Arkansas
| $4.2M | – | – | – |
|
|
RWM
4
Rockwood Wealth Management
New Hope,
Pennsylvania
| $269K | +$269K | +8,703 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $3.5K | +$3.5K | +116 | New |
|