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Alexis Practical Tactical ETF
LEXI

Overview Fund Trends Analyst Outlook Journalist POV

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

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

more funds holding in top 10

Funds holding in top 10: →

more first-time investments, than exits

New positions opened: | Existing positions closed:

1.18% less ownership

Funds ownership: 92.55% → 91.37% (-1.2%)

Holders
5
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$2.29M
2
+$1.05M
3
+$498K
4
UBS Group
UBS Group
Switzerland
+$67.4K

Top Sellers

1
-$269K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
1
Alexis Investment Partners
Texas
$79.9M
ISWM
2
Independent Solutions Wealth Management
New York
$10.9M
SFS
3
Sowell Financial Services
Arkansas
$4.08M
NWM
4
Napa Wealth Management
California
$498K
UBS Group
5
UBS Group
Switzerland
$70.8K
RWM
6
Rockwood Wealth Management
Pennsylvania
–