Alexis Practical Tactical ETF
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.
1% more capital invested
Capital invested by funds: $94.6M → $95.5M (+$982K)
0% more funds holding
Funds holding: 5 → 5 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
1.18% less ownership
Funds ownership: 92.55% → 91.37% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Alexis Investment Partners
Montgomery,
Texas
|
+$2.37M |
| 2 |
ISWM
Independent Solutions Wealth Management
Williamsville,
New York
|
+$1.08M |
| 3 |
NWM
Napa Wealth Management
Napa,
California
|
+$515K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$69.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWM
Rockwood Wealth Management
New Hope,
Pennsylvania
|
-$269K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
1
Alexis Investment Partners
Montgomery,
Texas
| $79.9M | +$2.37M | +78,035 | +3% |
|
|
ISWM
2
Independent Solutions Wealth Management
Williamsville,
New York
| $10.9M | +$1.08M | +35,695 | +11% |
|
|
SFS
3
Sowell Financial Services
North Little Rock,
Arkansas
| $4.08M | – | – | – |
|
|
NWM
4
Napa Wealth Management
Napa,
California
| $498K | +$515K | +16,998 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $70.8K | +$69.8K | +2,301 | +1,984% |
|
|
RWM
6
Rockwood Wealth Management
New Hope,
Pennsylvania
| – | -$269K | -8,703 | Closed |
|
LEXI Hedge Fund Activity: Q1 2025 in Review
5 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Alexis Practical Tactical ETF (LEXI) for Q1 2025, worth a combined $95.5M — up 1% from $94.6M a quarter earlier.
Fund positioning in LEXI was balanced in Q1 2025: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 0 trimmed.
The largest buyer was Alexis Investment Partners, adding an estimated $2.37M. The largest seller was Rockwood Wealth Management, exiting entirely with an estimated $269K sold.
- 5 institutional investors held Alexis Practical Tactical ETF (LEXI) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $95.5M of Alexis Practical Tactical ETF stock for Q1 2025, up 1% quarter-over-quarter.
- 1 fund opened new Alexis Practical Tactical ETF positions in Q1 2025 and 1 closed out, a net change of 0 holders.
- The largest Alexis Practical Tactical ETF buyer in Q1 2025 was Alexis Investment Partners, an estimated $2.37M added.
- The largest Alexis Practical Tactical ETF seller in Q1 2025 was Rockwood Wealth Management, an estimated $269K sold.
Based on aggregated 13F filings for Q1 2025.