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Toews Agility Shares Managed Risk ETF

31 hedge funds and large institutions have $200M invested in Toews Agility Shares Managed Risk ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

11% more funds holding

Funds holding: 2831 (+3)

7% less capital invested

Capital invested by funds: $214M → $200M (-$14M)

19.16% less ownership

Funds ownership: 117.72%98.56% (-19%)

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
8
Increased
12
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$52.1M +$5.63M +171,158 +12%
BCI
2
Brinker Capital Investments
Pennsylvania
$46.3M +$5.55M +168,858 +13%
OPS
3
Orion Portfolio Solutions
Nebraska
$46.3M +$5.55M +168,858 +13%
HWM
4
HFG Wealth Management
Texas
$11.6M -$4.72M -143,616 -29%
FIM
5
Freedom Investment Management
Connecticut
$9.06M -$720K -21,890 -7%
RFWA
6
RPg Family Wealth Advisory
Massachusetts
$7.48M +$303K +9,203 +4%
CAL
7
Capital Analysts LLC
Pennsylvania
$5.67M +$41.7K +1,269 +0.7%
VH
8
Visionary Horizons
Tennessee
$3.9M +$4.06M +123,362 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.94M +$1.64M +49,793 +115%
DAS
10
Dynamic Advisor Solutions
Arizona
$2.43M +$126K +3,828 +5%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.06M +$1.46M +44,455 +214%
TC
12
Toews Corporation
New Jersey
$1.7M +$1.15M +34,886 +184%
SOS
13
Silver Oak Securities
Tennessee
$1.66M -$88.5K -2,691 -5%
GS
14
GWN Securities
Florida
$1.09M +$1.11M +33,890 New
OMC
15
Old Mission Capital
Illinois
$841K +$874K +26,573 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$727K +$38.9K +1,183 +5%
GS
17
GTS Securities
New York
$715K +$743K +22,589 New
PA
18
PFG Advisors
Arizona
$541K -$3.03K -92 -0.5%
CFG
19
Cooper Financial Group
California
$494K +$460 +14 +0.1%
GM
20
GeoWealth Management
Illinois
$443K -$93.8K -2,853 -17%
TC
21
TownSquare Capital
Utah
$437K +$454K +13,800 New
CP
22
Capital Planning
Washington
$419K
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$344K +$77.9K +2,369 +28%
OWM
24
OneAscent Wealth Management
Alabama
$314K -$93K -2,827 -22%
Osaic Holdings
25
Osaic Holdings
Arizona
$214K -$26.7M -810,960 -99%

MRSK Hedge Fund Activity: Q1 2025 in Review

31 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Toews Agility Shares Managed Risk ETF (MRSK) for Q1 2025, worth a combined $200M — down 6.5% from $214M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MRSK positions and 4 closed out — a net gain of 4 holders — while 12 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.63M. The largest seller was Osaic Holdings, cutting an estimated $26.7M.

  • 31 institutional investors held Toews Agility Shares Managed Risk ETF (MRSK) as of Q1 2025, up from 28 in Q4 2024.
  • Funds reported $200M of Toews Agility Shares Managed Risk ETF stock for Q1 2025, down 6.5% quarter-over-quarter.
  • 8 funds opened new Toews Agility Shares Managed Risk ETF positions in Q1 2025 and 4 closed out, a net change of +4 holders.
  • The largest Toews Agility Shares Managed Risk ETF buyer in Q1 2025 was LPL Financial, an estimated $5.63M added.
  • The largest Toews Agility Shares Managed Risk ETF seller in Q1 2025 was Osaic Holdings, an estimated $26.7M sold.

Based on aggregated 13F filings for Q1 2025.