LHA Market State Alpha Seeker ETF
MSVX
MSVX was delisted on the 19th of December, 2024.
9 hedge funds and large institutions have $20M invested in LHA Market State Alpha Seeker ETF in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 3 closing their positions.
1% less capital invested
Capital invested by funds: $20.2M → $20M (-$249K)
10% less funds holding
Funds holding: 10 → 9 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.96M |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$530K |
| 3 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$488K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$11K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$1.59M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$690K |
| 3 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$540K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$222K |
| 5 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$94K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $14M | -$690K | -27,584 | -5% |
|
|
CAN
2
Cetera Advisor Networks
El Segundo,
California
| $3.3M | +$1.96M | +78,491 | +147% |
|
|
WIA
3
World Investment Advisors
Santa Barbara,
California
| $1.13M | +$530K | +21,208 | +90% |
|
|
MOS
4
MGO One Seven
Beachwood,
Ohio
| $729K | -$37.7K | -1,507 | -5% |
|
|
JWCA
5
J.W. Cole Advisors
Tampa,
Florida
| $488K | +$488K | +19,502 | New |
|
|
FIM
6
Freedom Investment Management
Hartford,
Connecticut
| $358K | -$1.59M | -63,581 | -82% |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $21K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $11K | +$11K | +441 | New |
|
|
FEM
9
Fulcrum Equity Management
Plano,
Texas
| – | -$540K | -21,510 | Closed |
|
|
OMC
10
Old Mission Capital
Chicago,
Illinois
| – | -$222K | -8,841 | Closed |
|
|
AWA
11
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$94K | -3,751 | Closed |
|
MSVX Hedge Fund Activity: Q4 2021 in Review
9 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in LHA Market State Alpha Seeker ETF (MSVX) for Q4 2021, worth a combined $20M — down 1.2% from $20.2M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of MSVX and 2 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 2 added.
The largest buyer was Cetera Advisor Networks, adding an estimated $1.96M. The largest seller was Freedom Investment Management, cutting an estimated $1.59M.
- 9 institutional investors held LHA Market State Alpha Seeker ETF (MSVX) as of Q4 2021, down from 10 in Q3 2021.
- Funds reported $20M of LHA Market State Alpha Seeker ETF stock for Q4 2021, down 1.2% quarter-over-quarter.
- 2 funds opened new LHA Market State Alpha Seeker ETF positions in Q4 2021 and 3 closed out, a net change of -1 holder.
- The largest LHA Market State Alpha Seeker ETF buyer in Q4 2021 was Cetera Advisor Networks, an estimated $1.96M added.
- The largest LHA Market State Alpha Seeker ETF seller in Q4 2021 was Freedom Investment Management, an estimated $1.59M sold.
Based on aggregated 13F filings for Q4 2021.