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Toews Agility Shares Managed Risk ETF

23 hedge funds and large institutions have $199M invested in Toews Agility Shares Managed Risk ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.34%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
5
Increased
6
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HWM
1
HFG Wealth Management
Texas
$102M 3,539,916 +3,539,916 New
LPL Financial
2
LPL Financial
California
$25.7M 888,503 +138,662 +18%
OPS
3
Orion Portfolio Solutions
Nebraska
$25.5M 880,805 +40,851 +5%
BCI
4
Brinker Capital Investments
Pennsylvania
$25.5M 880,805 +40,851 +5%
FIM
5
Freedom Investment Management
Connecticut
$6.28M 217,112 -23,263 -10%
CAL
6
Capital Analysts LLC
Pennsylvania
$4.48M 154,940 +154,940 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.4M 48,553 -1,845 -4%
SOS
8
Silver Oak Securities
Tennessee
$1.33M 45,885 -1,969 -4%
IGWM
9
ICA Group Wealth Management
Colorado
$858K 29,684 +15,111 +104%
GS
10
GTS Securities
New York
$625K 21,632 +21,632 New
GM
11
GeoWealth Management
Illinois
$615K 21,276 -1,476 -6%
TC
12
Toews Corporation
New Jersey
$557K 19,266 +115 +0.6%
OMC
13
Old Mission Capital
Illinois
$529K 18,291 +18,291 New
Osaic Holdings
14
Osaic Holdings
Arizona
$509K 17,593 -8,537 -33%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$462K 15,971
CAN
16
Cetera Advisor Networks
California
$458K 15,825 -631 -4%
OWM
17
OneAscent Wealth Management
Alabama
$445K 15,395 -118 -0.8%
CP
18
Capital Planning
Washington
$397K 13,718 -4,621 -25%
AWM
19
AE Wealth Management
Kansas
$340K 11,598 -7,780 -40%
AWS
20
Atria Wealth Solutions
New York
$310K 10,707 -3,778 -26%
VF
21
Virtu Financial
New York
$230K 7,961 -70,740 -90%
PTC
22
Private Trust Company
Ohio
$31K 1,072 +1,072 New
FGAM
23
Financial Gravity Asset Management
Texas
$253 10 +5 +100%
Envestnet Portfolio Solutions
24
Envestnet Portfolio Solutions
Illinois
-9,501 Closed
Wells Fargo
25
Wells Fargo
California
-711 Closed