Toews Agility Shares Managed Risk ETF
MRSK
13 hedge funds and large institutions have $10.4M invested in Toews Agility Shares Managed Risk ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 0 closing their positions.
44% more capital invested
Capital invested by funds: $7.24M → $10.4M (+$3.2M)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
18% more funds holding
Funds holding: 11 → 13 (+2)
5.58% more ownership
Funds ownership: 20.99% → 26.56% (+5.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$4.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$697K |
| 3 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
+$428K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$291K |
| 5 |
CP
Capital Planning
Bellevue,
Washington
|
+$265K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.23M |
| 2 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$779K |
| 3 |
DIM
Delta Investment Management
San Francisco,
California
|
-$80.9K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$26.6K |
MRSK Hedge Fund Activity: Q4 2022 in Review
13 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Toews Agility Shares Managed Risk ETF (MRSK) for Q4 2022, worth a combined $10.4M — up 44% from $7.24M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MRSK positions and 0 closed out — a net gain of 3 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Orion Portfolio Solutions, adding an estimated $4.4M. The largest seller was IFP Advisors, cutting an estimated $1.23M.
- 13 institutional investors held Toews Agility Shares Managed Risk ETF (MRSK) as of Q4 2022, up from 11 in Q3 2022.
- Funds reported $10.4M of Toews Agility Shares Managed Risk ETF stock for Q4 2022, up 44% quarter-over-quarter.
- 3 funds opened new Toews Agility Shares Managed Risk ETF positions in Q4 2022 and 0 closed out, a net change of +3 holders.
- The largest Toews Agility Shares Managed Risk ETF buyer in Q4 2022 was Orion Portfolio Solutions, an estimated $4.4M added.
- The largest Toews Agility Shares Managed Risk ETF seller in Q4 2022 was IFP Advisors, an estimated $1.23M sold.
Based on aggregated 13F filings for Q4 2022.