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Toews Agility Shares Managed Risk ETF

38 hedge funds and large institutions have $295M invested in Toews Agility Shares Managed Risk ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

3% more funds holding

Funds holding: 3738 (+1)

4% more capital invested

Capital invested by funds: $284M → $295M (+$10.6M)

8% less ownership

Funds ownership: 100.39%92.39% (-8%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.5%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
7
Increased
14
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$75.2M +$3.08M +89,142 +4%
BCI
2
Brinker Capital Investments
Pennsylvania
$66.1M +$2.68M +77,474 +4%
SEM
3
Strategic Equity Management
Arizona
$46.3M -$5.64M -163,137 -11%
Osaic Holdings
4
Osaic Holdings
Arizona
$22.2M +$518K +14,987 +2%
MI
5
Moneywise Inc
Virginia
$21.5M -$2.18M -62,967 -9%
HWM
6
HFG Wealth Management
Texas
$11.8M -$536K -15,512 -4%
VH
7
Visionary Horizons
Tennessee
$8.72M +$3.85M +111,316 +83%
RFWA
8
RPg Family Wealth Advisory
Massachusetts
$8.49M +$11.7K +337 +0.1%
CAL
9
Capital Analysts LLC
Pennsylvania
$6.23M -$149K -4,304 -2%
AFP
10
Ausdal Financial Partners
Iowa
$4.24M +$4.12M +119,063 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.58M -$190K -5,497 -5%
CIAS
12
CFS Investment Advisory Services
New Jersey
$2.85M +$956K +27,647 +54%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.71M +$369K +10,674 +16%
DAS
14
Dynamic Advisor Solutions
Arizona
$2.67M -$60.9K -1,761 -2%
TC
15
Toews Corporation
New Jersey
$2.27M +$208K +6,030 +10%
CW
16
CreativeOne Wealth
Kansas
$1.85M +$909K +26,301 +102%
KPWS
17
Kestra Private Wealth Services
Texas
$1.81M +$33K +955 +2%
SOS
18
Silver Oak Securities
Tennessee
$1.09M -$178K -5,138 -14%
GS
19
GTS Securities
New York
$815K -$13.4K -388 -2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$630K -$305K -8,822 -33%
PA
21
PFG Advisors
Arizona
$611K +$45.5K +1,316 +8%
SGFG
22
Silver Grove Financial Group
New York
$454K +$440K +12,734 New
CP
23
Capital Planning
Washington
$423K
GM
24
GeoWealth Management
Illinois
$409K
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$344K -$35 -1 -0%

MRSK Hedge Fund Activity: Q3 2025 in Review

38 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Toews Agility Shares Managed Risk ETF (MRSK) for Q3 2025, worth a combined $295M — up 3.7% from $284M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MRSK positions and 4 closed out — a net gain of 3 holders — while 14 added to existing stakes and 11 trimmed.

The largest buyer was Ausdal Financial Partners, opening a new position worth an estimated $4.12M. The largest seller was Freedom Investment Management, exiting entirely with an estimated $9.44M sold.

  • 38 institutional investors held Toews Agility Shares Managed Risk ETF (MRSK) as of Q3 2025, up from 37 in Q2 2025.
  • Funds reported $295M of Toews Agility Shares Managed Risk ETF stock for Q3 2025, up 3.7% quarter-over-quarter.
  • 7 funds opened new Toews Agility Shares Managed Risk ETF positions in Q3 2025 and 4 closed out, a net change of +3 holders.
  • The largest Toews Agility Shares Managed Risk ETF buyer in Q3 2025 was Ausdal Financial Partners, an estimated $4.12M added.
  • The largest Toews Agility Shares Managed Risk ETF seller in Q3 2025 was Freedom Investment Management, an estimated $9.44M sold.

Based on aggregated 13F filings for Q3 2025.