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Toews Agility Shares Managed Risk ETF

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.

Holders
26
Holders Change
+3
Holders Change %
+13.04%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
10
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCI
1
Brinker Capital Investments
Pennsylvania
$38.9M 1,196,549 +128,820 +12%
OPS
2
Orion Portfolio Solutions
Nebraska
$38.9M 1,196,549 +128,820 +12%
LPL Financial
3
LPL Financial
California
$36.4M 1,120,274 +54,793 +5%
Osaic Holdings
4
Osaic Holdings
Arizona
$16.6M 511,754 +59,695 +13%
HWM
5
HFG Wealth Management
Texas
$16.4M 517,371
FIM
6
Freedom Investment Management
Connecticut
$9.11M 280,312 -12,885 -4%
RFWA
7
RPg Family Wealth Advisory
Massachusetts
$6.61M 203,386 +203,386 New
CAL
8
Capital Analysts LLC
Pennsylvania
$6M 184,536 +6,381 +4%
SOS
9
Silver Oak Securities
Tennessee
$1.73M 53,420 +5,284 +11%
DAS
10
Dynamic Advisor Solutions
Arizona
$1.73M 53,066 +9,980 +23%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.44M 44,176 +4,356 +11%
GM
12
GeoWealth Management
Illinois
$661K 20,324
TC
13
Toews Corporation
New Jersey
$626K 19,266
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$611K 18,789 +8,091 +76%
PA
15
PFG Advisors
Arizona
$566K 17,402 +3,541 +26%
OWM
16
OneAscent Wealth Management
Alabama
$496K 15,262
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$459K 14,130 -1,841 -12%
CP
18
Capital Planning
Washington
$430K 13,231
CFG
19
Cooper Financial Group
California
$273K 8,412
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$243K 7,465 -1,422 -16%
AWS
21
Atria Wealth Solutions
New York
$218K 6,705 -7,857 -54%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$96.5K 2,969
PTC
23
Private Trust Company
Ohio
$34.9K 1,072
FGC
24
Financial Gravity Companies
Texas
$8K 246 +246 New
Bank of America
25
Bank of America
North Carolina
$6.76K 208 +208 New