LHA Market State Alpha Seeker ETF
MSVX
MSVX was delisted on the 19th of December, 2024.
6 hedge funds and large institutions have $19.6M invested in LHA Market State Alpha Seeker ETF in 2020 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 3 closing their positions.
15% more capital invested
Capital invested by funds: $17.1M → $19.6M (+$2.54M)
25% less funds holding
Funds holding: 8 → 6 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$9.37M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$8.27K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$3.08M |
| 2 |
CWP
Capital Wealth Planning
Naples,
Florida
|
-$2.43M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$428K |
| 4 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$218K |
| 5 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$105K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $9.91M | -$3.08M | -127,114 | -23% |
|
|
FI
2
FormulaFolio Investments
Grand Rapids,
Michigan
| $9.13M | +$9.37M | +386,180 | New |
|
|
MOS
3
MGO One Seven
Beachwood,
Ohio
| $493K | -$218K | -8,984 | -30% |
|
|
4
UBS Group
Zurich,
Switzerland
| $54K | +$8.27K | +341 | +18% |
|
|
AWA
5
Arkadios Wealth Advisors
Atlanta,
Georgia
| $9K | -$105K | -4,333 | -92% |
|
|
CWP
6
Capital Wealth Planning
Naples,
Florida
| – | -$2.43M | -100,280 | Closed |
|
|
7
Citadel Advisors
Miami,
Florida
| – | -$428K | -17,653 | Closed |
|
|
SFS
8
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$77.3K | -3,188 | Closed |
|
MSVX Hedge Fund Activity: Q4 2020 in Review
6 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in LHA Market State Alpha Seeker ETF (MSVX) for Q4 2020, worth a combined $19.6M — up 15% from $17.1M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of MSVX and 1 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 1 added.
The largest buyer was FormulaFolio Investments, opening a new position worth an estimated $9.37M. The largest seller was Brookstone Capital Management, cutting an estimated $3.08M.
- 6 institutional investors held LHA Market State Alpha Seeker ETF (MSVX) as of Q4 2020, down from 8 in Q3 2020.
- Funds reported $19.6M of LHA Market State Alpha Seeker ETF stock for Q4 2020, up 15% quarter-over-quarter.
- 1 fund opened new LHA Market State Alpha Seeker ETF positions in Q4 2020 and 3 closed out, a net change of -2 holders.
- The largest LHA Market State Alpha Seeker ETF buyer in Q4 2020 was FormulaFolio Investments, an estimated $9.37M added.
- The largest LHA Market State Alpha Seeker ETF seller in Q4 2020 was Brookstone Capital Management, an estimated $3.08M sold.
Based on aggregated 13F filings for Q4 2020.