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Toews Agility Shares Managed Risk ETF

37 hedge funds and large institutions have $284M invested in Toews Agility Shares Managed Risk ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.82% more ownership

Funds ownership: 98.56%100.38% (+1.8%)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

Holders
37
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$67.9M
BCI
2
Brinker Capital Investments
Pennsylvania
$59.7M
SEM
3
Strategic Equity Management
Arizona
$49.1M
MI
4
Moneywise Inc
Virginia
$22.4M
Osaic Holdings
5
Osaic Holdings
Arizona
$20.4M
HWM
6
HFG Wealth Management
Texas
$11M
FIM
7
Freedom Investment Management
Connecticut
$9.44M
RFWA
8
RPg Family Wealth Advisory
Massachusetts
$7.99M
CAL
9
Capital Analysts LLC
Pennsylvania
$6.02M
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$4.82M
VH
11
Visionary Horizons
Tennessee
$4.48M
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.56M
DAS
13
Dynamic Advisor Solutions
Arizona
$2.57M
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.19M
TC
15
Toews Corporation
New Jersey
$1.93M
CIAS
16
CFS Investment Advisory Services
New Jersey
$1.7M
KPWS
17
Kestra Private Wealth Services
Texas
$1.67M
SOS
18
Silver Oak Securities
Tennessee
$1.2M
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$890K
CW
20
CreativeOne Wealth
Kansas
$862K
GS
21
GTS Securities
New York
$781K
GS
22
GWN Securities
Florida
$714K
PA
23
PFG Advisors
Arizona
$532K
CP
24
Capital Planning
Washington
$399K
GM
25
GeoWealth Management
Illinois
$385K