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Toews Agility Shares Managed Risk ETF
MRSK

Overview Fund Activity

20 hedge funds and large institutions have $126M invested in Toews Agility Shares Managed Risk ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
20
Holders Change
-3
Holders Change %
-13.04%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
1
Increased
7
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$28.9M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$28.9M
3
LPL Financial
3
LPL Financial
California
$29.1M
4
IGWM
4
ICA Group Wealth Management
Colorado
$1.46M
5
CAL
5
Capital Analysts LLC
Pennsylvania
$5.21M

Top Sellers

1
HWM
1
HFG Wealth Management
Texas
$19.5M
2
FIM
2
Freedom Investment Management
Connecticut
$5.81M
3
GS
3
GTS Securities
New York
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
AWM
5
AE Wealth Management
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$29.1M 943,327 +54,824 +6%
BCI
2
Brinker Capital Investments
Pennsylvania
$28.9M 935,870 +55,065 +6%
OPS
3
Orion Portfolio Solutions
Nebraska
$28.9M 935,870 +55,065 +6%
HWM
4
HFG Wealth Management
Texas
$19.5M 630,744 -2,909,172 -82%
FIM
5
Freedom Investment Management
Connecticut
$5.81M 188,132 -28,980 -13%
CAL
6
Capital Analysts LLC
Pennsylvania
$5.21M 168,651 +13,711 +9%
IGWM
7
ICA Group Wealth Management
Colorado
$1.46M 47,245 +17,561 +59%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.44M 46,463 -2,090 -4%
SOS
9
Silver Oak Securities
Tennessee
$1.36M 43,979 -1,906 -4%
Osaic Holdings
10
Osaic Holdings
Arizona
$714K 23,104 +5,511 +31%
GM
11
GeoWealth Management
Illinois
$648K 20,969 -307 -1%
TC
12
Toews Corporation
New Jersey
$595K 19,266 – –
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$493K 15,971 – –
OWM
14
OneAscent Wealth Management
Alabama
$472K 15,262 -133 -0.9%
CP
15
Capital Planning
Washington
$415K 13,446 -272 -2%
CAN
16
Cetera Advisor Networks
California
$409K 13,231 -2,594 -16%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$409K 13,231 +13,231 New
AWS
18
Atria Wealth Solutions
New York
$242K 7,845 -2,862 -27%
FGAM
19
Financial Gravity Asset Management
Texas
$34.9K 1,132 +1,122 +11,220%
PTC
20
Private Trust Company
Ohio
$33.1K 1,072 – –
GS
21
GTS Securities
New York
– – -21,632 Closed
OMC
22
Old Mission Capital
Illinois
– – -18,291 Closed
AWM
23
AE Wealth Management
Kansas
– – -11,598 Closed
VF
24
Virtu Financial
New York
– – -7,961 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –