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Toews Agility Shares Managed Risk ETF

23 hedge funds and large institutions have $156M invested in Toews Agility Shares Managed Risk ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
8
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OPS
1
Orion Portfolio Solutions
Nebraska
$33.9M 1,067,729 +131,859 +14%
BCI
2
Brinker Capital Investments
Pennsylvania
$33.9M 1,067,729 +131,859 +14%
LPL Financial
3
LPL Financial
California
$33.9M 1,065,481 +122,154 +13%
HWM
4
HFG Wealth Management
Texas
$16.4M 517,371 -113,373 -18%
Osaic Holdings
5
Osaic Holdings
Arizona
$14.4M 452,059 +428,955 +1,857%
FIM
6
Freedom Investment Management
Connecticut
$9.32M 293,197 +105,065 +56%
CAL
7
Capital Analysts LLC
Pennsylvania
$5.66M 178,155 +9,504 +6%
SOS
8
Silver Oak Securities
Tennessee
$1.53M 48,136 +4,157 +9%
DAS
9
Dynamic Advisor Solutions
Arizona
$1.37M 43,086 +43,086 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.27M 39,820 -6,643 -14%
GM
11
GeoWealth Management
Illinois
$646K 20,324 -645 -3%
TC
12
Toews Corporation
New Jersey
$612K 19,266
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$508K 15,971
OWM
14
OneAscent Wealth Management
Alabama
$485K 15,262
AWS
15
Atria Wealth Solutions
New York
$463K 14,562 +6,717 +86%
PA
16
PFG Advisors
Arizona
$441K 13,861 +13,861 New
CP
17
Capital Planning
Washington
$420K 13,231 -215 -2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$340K 10,698 +10,698 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$282K 8,887 -4,344 -33%
CFG
20
Cooper Financial Group
California
$267K 8,412 +8,412 New
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$94.4K 2,969 +2,969 New
PTC
22
Private Trust Company
Ohio
$34.1K 1,072
CP
23
Camelot Portfolios
Ohio
$2.19K 69 +69 New
IGWM
24
ICA Group Wealth Management
Colorado
-47,245 Closed
FGAM
25
Financial Gravity Asset Management
Texas
-1,132 Closed