Alexis Practical Tactical ETF
LEXI
LEXI
5 hedge funds and large institutions have $95.5M invested in Alexis Practical Tactical ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
–
Holders Change %
0%
% of All Funds
0.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
1
Increased
3
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
RWM
Rockwood Wealth Management
New Hope,
Pennsylvania
|
-$269K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AIP
1
Alexis Investment Partners
Montgomery,
Texas
| $79.9M | +$2.29M | +78,035 | +3% |
|
|
ISWM
2
Independent Solutions Wealth Management
Williamsville,
New York
| $10.9M | +$1.05M | +35,695 | +11% |
|
|
SFS
3
Sowell Financial Services
North Little Rock,
Arkansas
| $4.08M | – | – | – |
|
|
NWM
4
Napa Wealth Management
Napa,
California
| $498K | +$498K | +16,998 | New |
|
5
UBS Group
Zurich,
Switzerland
| $70.8K | +$67.4K | +2,301 | +1,984% |
|
|
RWM
6
Rockwood Wealth Management
New Hope,
Pennsylvania
| – | -$269K | -8,703 | Closed |
|