Toews Agility Shares Managed Risk ETF
MRSK
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.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
24% more capital invested
Capital invested by funds: $126M → $156M (+$30.1M)
15% more funds holding
Funds holding: 20 → 23 (+3)
11.84% more ownership
Funds ownership: 93.23% → 105.07% (+12%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$13.3M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$4.08M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$4.08M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.78M |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$3.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWM
HFG Wealth Management
The Woodlands,
Texas
|
-$3.51M |
| 2 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
-$1.46M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$206K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$134K |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$20K |
MRSK Hedge Fund Activity: Q2 2024 in Review
23 of the 6,936 institutional investors tracked by Wall St. Rank reported a position in Toews Agility Shares Managed Risk ETF (MRSK) for Q2 2024, worth a combined $156M — up 24% from $126M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MRSK positions and 2 closed out — a net gain of 4 holders — while 8 added to existing stakes and 5 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $13.3M. The largest seller was HFG Wealth Management, cutting an estimated $3.51M.
- 23 institutional investors held Toews Agility Shares Managed Risk ETF (MRSK) as of Q2 2024, up from 20 in Q1 2024.
- Funds reported $156M of Toews Agility Shares Managed Risk ETF stock for Q2 2024, up 24% quarter-over-quarter.
- 6 funds opened new Toews Agility Shares Managed Risk ETF positions in Q2 2024 and 2 closed out, a net change of +4 holders.
- The largest Toews Agility Shares Managed Risk ETF buyer in Q2 2024 was Osaic Holdings, an estimated $13.3M added.
- The largest Toews Agility Shares Managed Risk ETF seller in Q2 2024 was HFG Wealth Management, an estimated $3.51M sold.
Based on aggregated 13F filings for Q2 2024.