LHA Market State Alpha Seeker ETF
MSVX
MSVX was delisted on the 19th of December, 2024.
6 hedge funds and large institutions have $13.8M invested in LHA Market State Alpha Seeker ETF in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
30% less capital invested
Capital invested by funds: $19.6M → $13.8M (-$5.84M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$1.53M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$379K |
| 3 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$214K |
| 4 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$124K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$9.13M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$42.1K |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $11.3M | +$379K | +15,132 | +4% |
|
|
FIM
2
Freedom Investment Management
Hartford,
Connecticut
| $1.58M | +$1.53M | +61,169 | New |
|
|
MOS
3
MGO One Seven
Beachwood,
Ohio
| $669K | +$124K | +4,966 | +24% |
|
|
JWCA
4
J.W. Cole Advisors
Tampa,
Florida
| $221K | +$214K | +8,538 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $16K | -$42.1K | -1,682 | -74% |
|
|
FI
6
FormulaFolio Investments
Grand Rapids,
Michigan
| – | -$9.13M | -386,180 | Closed |
|
|
AWA
7
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$9K | -381 | Closed |
|
MSVX Hedge Fund Activity: Q1 2021 in Review
6 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in LHA Market State Alpha Seeker ETF (MSVX) for Q1 2021, worth a combined $13.8M — down 30% from $19.6M a quarter earlier.
Fund positioning in MSVX was balanced in Q1 2021: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Freedom Investment Management, opening a new position worth an estimated $1.53M. The largest seller was FormulaFolio Investments, exiting entirely with an estimated $9.13M sold.
- 6 institutional investors held LHA Market State Alpha Seeker ETF (MSVX) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $13.8M of LHA Market State Alpha Seeker ETF stock for Q1 2021, down 30% quarter-over-quarter.
- 2 funds opened new LHA Market State Alpha Seeker ETF positions in Q1 2021 and 2 closed out, a net change of 0 holders.
- The largest LHA Market State Alpha Seeker ETF buyer in Q1 2021 was Freedom Investment Management, an estimated $1.53M added.
- The largest LHA Market State Alpha Seeker ETF seller in Q1 2021 was FormulaFolio Investments, an estimated $9.13M sold.
Based on aggregated 13F filings for Q1 2021.