Alexis Practical Tactical ETF
LEXI
3 hedge funds and large institutions have $121M invested in Alexis Practical Tactical ETF in 2025 Q4 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
1% more capital invested
Capital invested by funds: $119M → $121M (+$1.6M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
4.71% less ownership
Funds ownership: 86.78% → 82.07% (-4.7%)
25% less funds holding
Funds holding: 4 → 3 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ISWM
Independent Solutions Wealth Management
Williamsville,
New York
|
+$2.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Alexis Investment Partners
Montgomery,
Texas
|
-$3.79M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$40.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
1
Alexis Investment Partners
Montgomery,
Texas
| $97.3M | -$3.79M | -107,191 | -4% |
|
|
ISWM
2
Independent Solutions Wealth Management
Williamsville,
New York
| $18.6M | +$2.46M | +69,605 | +15% |
|
|
SFS
3
Sowell Financial Services
North Little Rock,
Arkansas
| $4.96M | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| – | -$40.4K | -1,164 | Closed |
|
LEXI Hedge Fund Activity: Q4 2025 in Review
3 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Alexis Practical Tactical ETF (LEXI) for Q4 2025, worth a combined $121M — up 1.3% from $119M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of LEXI and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.
The largest buyer was Independent Solutions Wealth Management, adding an estimated $2.46M. The largest seller was Alexis Investment Partners, cutting an estimated $3.79M.
- 3 institutional investors held Alexis Practical Tactical ETF (LEXI) as of Q4 2025, down from 4 in Q3 2025.
- Funds reported $121M of Alexis Practical Tactical ETF stock for Q4 2025, up 1.3% quarter-over-quarter.
- 0 funds opened new Alexis Practical Tactical ETF positions in Q4 2025 and 1 closed out, a net change of -1 holder.
- The largest Alexis Practical Tactical ETF buyer in Q4 2025 was Independent Solutions Wealth Management, an estimated $2.46M added.
- The largest Alexis Practical Tactical ETF seller in Q4 2025 was Alexis Investment Partners, an estimated $3.79M sold.
Based on aggregated 13F filings for Q4 2025.