LHA Market State Alpha Seeker ETF
MSVX
MSVX was delisted on the 19th of December, 2024.
8 hedge funds and large institutions have $16.3M invested in LHA Market State Alpha Seeker ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
33% more funds holding
Funds holding: 6 → 8 (+2)
19% more capital invested
Capital invested by funds: $13.8M → $16.3M (+$2.55M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$2.57M |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$470K |
| 3 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
+$459K |
| 4 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$110K |
| 5 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$67.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$993K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$16K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $13.7M | +$2.57M | +99,741 | +23% |
|
|
MOS
2
MGO One Seven
Beachwood,
Ohio
| $728K | +$67.4K | +2,612 | +10% |
|
|
FIM
3
Freedom Investment Management
Hartford,
Connecticut
| $580K | -$993K | -38,486 | -63% |
|
|
WIA
4
World Investment Advisors
Santa Barbara,
California
| $466K | +$470K | +18,219 | New |
|
|
FEM
5
Fulcrum Equity Management
Plano,
Texas
| $455K | +$459K | +17,794 | New |
|
|
JWCA
6
J.W. Cole Advisors
Tampa,
Florida
| $224K | +$5.91K | +229 | +3% |
|
|
AWA
7
Arkadios Wealth Advisors
Atlanta,
Georgia
| $108K | +$110K | +4,248 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$16K | -602 | Closed |
|
MSVX Hedge Fund Activity: Q2 2021 in Review
8 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in LHA Market State Alpha Seeker ETF (MSVX) for Q2 2021, worth a combined $16.3M — up 19% from $13.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MSVX positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $2.57M. The largest seller was Freedom Investment Management, cutting an estimated $993K.
- 8 institutional investors held LHA Market State Alpha Seeker ETF (MSVX) as of Q2 2021, up from 6 in Q1 2021.
- Funds reported $16.3M of LHA Market State Alpha Seeker ETF stock for Q2 2021, up 19% quarter-over-quarter.
- 3 funds opened new LHA Market State Alpha Seeker ETF positions in Q2 2021 and 1 closed out, a net change of +2 holders.
- The largest LHA Market State Alpha Seeker ETF buyer in Q2 2021 was Brookstone Capital Management, an estimated $2.57M added.
- The largest LHA Market State Alpha Seeker ETF seller in Q2 2021 was Freedom Investment Management, an estimated $993K sold.
Based on aggregated 13F filings for Q2 2021.