Toews Agility Shares Managed Risk ETF
MRSK
26 hedge funds and large institutions have $179M invested in Toews Agility Shares Managed Risk ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
14% more capital invested
Capital invested by funds: $156M → $179M (+$22.4M)
13% more funds holding
Funds holding: 23 → 26 (+3)
1.86% more ownership
Funds ownership: 105.07% → 106.93% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
+$6.47M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$4.1M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$4.1M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.9M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$410K |
| 2 |
AWS
Atria Wealth Solutions
New York
|
-$250K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$58.6K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$45.2K |
| 5 |
CP
Camelot Portfolios
Maumee,
Ohio
|
-$2.19K |
MRSK Hedge Fund Activity: Q3 2024 in Review
26 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Toews Agility Shares Managed Risk ETF (MRSK) for Q3 2024, worth a combined $179M — up 14% from $156M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MRSK positions and 1 closed out — a net gain of 3 holders — while 10 added to existing stakes and 4 trimmed.
The largest buyer was RPg Family Wealth Advisory, opening a new position worth an estimated $6.47M. The largest seller was Freedom Investment Management, cutting an estimated $410K.
- 26 institutional investors held Toews Agility Shares Managed Risk ETF (MRSK) as of Q3 2024, up from 23 in Q2 2024.
- Funds reported $179M of Toews Agility Shares Managed Risk ETF stock for Q3 2024, up 14% quarter-over-quarter.
- 4 funds opened new Toews Agility Shares Managed Risk ETF positions in Q3 2024 and 1 closed out, a net change of +3 holders.
- The largest Toews Agility Shares Managed Risk ETF buyer in Q3 2024 was RPg Family Wealth Advisory, an estimated $6.47M added.
- The largest Toews Agility Shares Managed Risk ETF seller in Q3 2024 was Freedom Investment Management, an estimated $410K sold.
Based on aggregated 13F filings for Q3 2024.