Toews Agility Shares Managed Risk ETF
MRSK
31 hedge funds and large institutions have $200M invested in Toews Agility Shares Managed Risk ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
11% more funds holding
Funds holding: 28 → 31 (+3)
7% less capital invested
Capital invested by funds: $214M → $200M (-$14M)
19.16% less ownership
Funds ownership: 117.72% → 98.56% (-19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.63M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$5.55M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$5.55M |
| 4 |
VH
Visionary Horizons
Knoxville,
Tennessee
|
+$4.06M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$26.7M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$8.28M |
| 3 |
HWM
HFG Wealth Management
The Woodlands,
Texas
|
-$4.72M |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$720K |
| 5 |
VF
Virtu Financial
New York
|
-$408K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $93.9K | – | – | – |
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $88.7K | +$92.1K | +2,802 | New |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $78.2K | +$81.2K | +2,470 | New |
|
|
PTC
29
Private Trust Company
Cleveland,
Ohio
| $41.6K | – | – | – |
|
|
FGAM
30
Financial Gravity Asset Management
Lakeway,
Texas
| $13K | +$13.5K | +412 | New |
|
31
AssetMark Inc
Concord,
California
| $5.88K | -$5.79K | -176 | -49% |
|
|
32
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$8.28M | -250,879 | Closed |
|
|
VF
33
Virtu Financial
New York
| – | -$408K | -12,365 | Closed |
|
|
AWS
34
Atria Wealth Solutions
New York
| – | -$343K | -10,396 | Closed |
|
35
UBS Group
Zurich,
Switzerland
| – | -$40.7K | -1,232 | Closed |
|
MRSK Hedge Fund Activity: Q1 2025 in Review
31 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Toews Agility Shares Managed Risk ETF (MRSK) for Q1 2025, worth a combined $200M — down 6.5% from $214M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MRSK positions and 4 closed out — a net gain of 4 holders — while 12 added to existing stakes and 8 trimmed.
The largest buyer was LPL Financial, adding an estimated $5.63M. The largest seller was Osaic Holdings, cutting an estimated $26.7M.
- 31 institutional investors held Toews Agility Shares Managed Risk ETF (MRSK) as of Q1 2025, up from 28 in Q4 2024.
- Funds reported $200M of Toews Agility Shares Managed Risk ETF stock for Q1 2025, down 6.5% quarter-over-quarter.
- 8 funds opened new Toews Agility Shares Managed Risk ETF positions in Q1 2025 and 4 closed out, a net change of +4 holders.
- The largest Toews Agility Shares Managed Risk ETF buyer in Q1 2025 was LPL Financial, an estimated $5.63M added.
- The largest Toews Agility Shares Managed Risk ETF seller in Q1 2025 was Osaic Holdings, an estimated $26.7M sold.
Based on aggregated 13F filings for Q1 2025.