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Toews Agility Shares Managed Risk ETF
MRSK

Overview Fund Activity

28 hedge funds and large institutions have $214M invested in Toews Agility Shares Managed Risk ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
4
Increased
15
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$48.6M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$8.28M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$20.6M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$42.7M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$42.7M

Top Sellers

1
HWM
1
HFG Wealth Management
Texas
$16.1M
2
CAL
2
Capital Analysts LLC
Pennsylvania
$5.87M
3
GM
3
GeoWealth Management
Illinois
$557K
4
OWM
4
OneAscent Wealth Management
Alabama
$420K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.42M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$48.6M 1,474,205 +353,931 +32%
BCI
2
Brinker Capital Investments
Pennsylvania
$42.7M 1,294,400 +97,851 +8%
OPS
3
Orion Portfolio Solutions
Nebraska
$42.7M 1,294,400 +97,851 +8%
Osaic Holdings
4
Osaic Holdings
Arizona
$20.6M 817,717 +305,963 +60%
HWM
5
HFG Wealth Management
Texas
$16.1M 495,841 -21,530 -4%
FIM
6
Freedom Investment Management
Connecticut
$10.2M 308,090 +27,778 +10%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$8.28M 250,879 +250,879 New
RFWA
8
RPg Family Wealth Advisory
Massachusetts
$7.5M 227,235 +23,849 +12%
CAL
9
Capital Analysts LLC
Pennsylvania
$5.87M 177,948 -6,588 -4%
DAS
10
Dynamic Advisor Solutions
Arizona
$2.4M 72,819 +19,753 +37%
SOS
11
Silver Oak Securities
Tennessee
$1.83M 55,347 +1,927 +4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.42M 43,157 -1,019 -2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$720K 21,808 +7,678 +54%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$684K 20,733 +1,944 +10%
TC
15
Toews Corporation
New Jersey
$625K 18,944 -322 -2%
PA
16
PFG Advisors
Arizona
$567K 17,193 -209 -1%
GM
17
GeoWealth Management
Illinois
$557K 16,868 -3,456 -17%
CFG
18
Cooper Financial Group
California
$515K 15,602 +7,190 +85%
CP
19
Capital Planning
Washington
$437K 13,231 – –
OWM
20
OneAscent Wealth Management
Alabama
$420K 12,742 -2,520 -17%
VF
21
Virtu Financial
New York
$408K 12,365 +12,365 New
AWS
22
Atria Wealth Solutions
New York
$343K 10,396 +3,691 +55%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$280K 8,488 +1,023 +14%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$98K 2,969 – –
PTC
25
Private Trust Company
Ohio
$43.4K 1,314 +242 +23%
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