Toews Agility Shares Managed Risk ETF
MRSK
21 hedge funds and large institutions have $84.8M invested in Toews Agility Shares Managed Risk ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
151% more capital invested
Capital invested by funds: $33.8M → $84.8M (+$51.1M)
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
31% more funds holding
Funds holding: 16 → 21 (+5)
17.61% more ownership
Funds ownership: 63.47% → 81.07% (+18%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$21.8M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$11M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$11M |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$6.98M |
| 5 |
VF
Virtu Financial
New York
|
+$2.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$631K |
| 2 |
GS
GTS Securities
Miami,
Florida
|
-$288K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$63.6K |
| 4 |
CP
Capital Planning
Bellevue,
Washington
|
-$57.6K |
| 5 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
-$18.5K |
MRSK Hedge Fund Activity: Q3 2023 in Review
21 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Toews Agility Shares Managed Risk ETF (MRSK) for Q3 2023, worth a combined $84.8M — up 151% from $33.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MRSK positions and 1 closed out — a net gain of 5 holders — while 8 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $21.8M. The largest seller was GeoWealth Management, cutting an estimated $631K.
- 21 institutional investors held Toews Agility Shares Managed Risk ETF (MRSK) as of Q3 2023, up from 16 in Q2 2023.
- Funds reported $84.8M of Toews Agility Shares Managed Risk ETF stock for Q3 2023, up 151% quarter-over-quarter.
- 6 funds opened new Toews Agility Shares Managed Risk ETF positions in Q3 2023 and 1 closed out, a net change of +5 holders.
- The largest Toews Agility Shares Managed Risk ETF buyer in Q3 2023 was LPL Financial, an estimated $21.8M added.
- The largest Toews Agility Shares Managed Risk ETF seller in Q3 2023 was GeoWealth Management, an estimated $631K sold.
Based on aggregated 13F filings for Q3 2023.