LHA Market State Alpha Seeker ETF
MSVX
MSVX was delisted on the 19th of December, 2024.
8 hedge funds and large institutions have $17.1M invested in LHA Market State Alpha Seeker ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
14% more funds holding
Funds holding: 7 → 8 (+1)
11% less capital invested
Capital invested by funds: $19.3M → $17.1M (-$2.2M)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWP
Capital Wealth Planning
Naples,
Florida
|
+$2.41M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$423K |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$8.92K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.08K |
| 5 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$432 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$4.56M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$681K |
| 3 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$362K |
| 4 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$231K |
| 5 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$67.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $13.2M | -$681K | -28,385 | -5% |
|
|
CWP
2
Capital Wealth Planning
Naples,
Florida
| $2.43M | +$2.41M | +100,280 | New |
|
|
MOS
3
MGO One Seven
Beachwood,
Ohio
| $723K | -$67.1K | -2,799 | -9% |
|
|
4
Citadel Advisors
Miami,
Florida
| $428K | +$423K | +17,653 | New |
|
|
AWA
5
Arkadios Wealth Advisors
Atlanta,
Georgia
| $114K | +$8.92K | +372 | +9% |
|
|
SFS
6
Sowell Financial Services
North Little Rock,
Arkansas
| $77K | -$4.56M | -190,162 | -98% |
|
|
7
UBS Group
Zurich,
Switzerland
| $47K | +$1.08K | +45 | +2% |
|
|
JWCA
8
J.W. Cole Advisors
Tampa,
Florida
| – | -$362K | -15,662 | Closed |
|
|
FEM
9
Fulcrum Equity Management
Plano,
Texas
| – | -$231K | -10,000 | Closed |
|
|
CFA
10
Carroll Financial Associates
Charlotte,
North Carolina
| – | +$432 | +18 | New |
|
MSVX Hedge Fund Activity: Q3 2020 in Review
8 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in LHA Market State Alpha Seeker ETF (MSVX) for Q3 2020, worth a combined $17.1M — down 11% from $19.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MSVX positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Capital Wealth Planning, opening a new position worth an estimated $2.41M. The largest seller was Sowell Financial Services, cutting an estimated $4.56M.
- 8 institutional investors held LHA Market State Alpha Seeker ETF (MSVX) as of Q3 2020, up from 7 in Q2 2020.
- Funds reported $17.1M of LHA Market State Alpha Seeker ETF stock for Q3 2020, down 11% quarter-over-quarter.
- 3 funds opened new LHA Market State Alpha Seeker ETF positions in Q3 2020 and 2 closed out, a net change of +1 holder.
- The largest LHA Market State Alpha Seeker ETF buyer in Q3 2020 was Capital Wealth Planning, an estimated $2.41M added.
- The largest LHA Market State Alpha Seeker ETF seller in Q3 2020 was Sowell Financial Services, an estimated $4.56M sold.
Based on aggregated 13F filings for Q3 2020.