Alexis Practical Tactical ETF
LEXI
5 hedge funds and large institutions have $109M invested in Alexis Practical Tactical ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
14% more capital invested
Capital invested by funds: $95.5M → $109M (+$13.4M)
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
2.09% less ownership
Funds ownership: 91.37% → 89.28% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Alexis Investment Partners
Montgomery,
Texas
|
+$3.1M |
| 2 |
ISWM
Independent Solutions Wealth Management
Williamsville,
New York
|
+$776K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.68K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NWM
Napa Wealth Management
Napa,
California
|
-$498K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$37.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
1
Alexis Investment Partners
Montgomery,
Texas
| $91.5M | +$3.1M | +102,602 | +4% |
|
|
ISWM
2
Independent Solutions Wealth Management
Williamsville,
New York
| $12.9M | +$776K | +25,709 | +7% |
|
|
SFS
3
Sowell Financial Services
North Little Rock,
Arkansas
| $4.5M | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| $37.6K | -$37.8K | -1,253 | -52% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $3.94K | +$3.68K | +122 | New |
|
|
NWM
6
Napa Wealth Management
Napa,
California
| – | -$498K | -16,998 | Closed |
|
LEXI Hedge Fund Activity: Q2 2025 in Review
5 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Alexis Practical Tactical ETF (LEXI) for Q2 2025, worth a combined $109M — up 14% from $95.5M a quarter earlier.
Fund positioning in LEXI was balanced in Q2 2025: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Alexis Investment Partners, adding an estimated $3.1M. The largest seller was Napa Wealth Management, exiting entirely with an estimated $498K sold.
- 5 institutional investors held Alexis Practical Tactical ETF (LEXI) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $109M of Alexis Practical Tactical ETF stock for Q2 2025, up 14% quarter-over-quarter.
- 1 fund opened new Alexis Practical Tactical ETF positions in Q2 2025 and 1 closed out, a net change of 0 holders.
- The largest Alexis Practical Tactical ETF buyer in Q2 2025 was Alexis Investment Partners, an estimated $3.1M added.
- The largest Alexis Practical Tactical ETF seller in Q2 2025 was Napa Wealth Management, an estimated $498K sold.
Based on aggregated 13F filings for Q2 2025.