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Toews Agility Shares Managed Risk ETF

16 hedge funds and large institutions have $33.8M invested in Toews Agility Shares Managed Risk ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 3 closing their positions.

Holders
16
Holders Change
-2
Holders Change %
-11.11%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
9
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCI
1
Brinker Capital Investments
Pennsylvania
$13.4M 462,526 +66,152 +17%
OPS
2
Orion Portfolio Solutions
Nebraska
$13.4M 462,526 +66,152 +17%
SOS
3
Silver Oak Securities
Tennessee
$1.33M 45,742 +18,396 +67%
GM
4
GeoWealth Management
Illinois
$1.29M 44,499 +34,407 +341%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$676K 23,254 +2,942 +14%
CP
6
Capital Planning
Washington
$591K 20,325
TC
7
Toews Corporation
New Jersey
$557K 19,151 +206 +1%
OWM
8
OneAscent Wealth Management
Alabama
$470K 16,151 -194 -1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$464K 15,971
Osaic Holdings
10
Osaic Holdings
Arizona
$369K 12,684 +333 +3%
AWM
11
AE Wealth Management
Kansas
$333K 11,468 +1,191 +12%
AWS
12
Atria Wealth Solutions
New York
$295K 10,149 +10,149 New
GS
13
GTS Securities
New York
$288K 9,891 +9,891 New
IGWM
14
ICA Group Wealth Management
Colorado
$119K 4,095 +2,430 +146%
Wells Fargo
15
Wells Fargo
California
$84.3K 2,901
IA
16
IFP Advisors
Florida
$3.78K 130
DIM
17
Delta Investment Management
California
-65,070 Closed
SAG
18
Spotlight Asset Group
Illinois
-30,314 Closed
UBS Group
19
UBS Group
Switzerland
-89 Closed
CFGS
20
Concourse Financial Group Securities
Alabama