LHA Market State Alpha Seeker ETF
MSVX
MSVX was delisted on the 19th of December, 2024.
9 hedge funds and large institutions have $31.2M invested in LHA Market State Alpha Seeker ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 3 closing their positions.
56% more capital invested
Capital invested by funds: $20M → $31.2M (+$11.2M)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
0% more funds holding
Funds holding: 9 → 9 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$10.6M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$342K |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$268K |
| 4 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$141K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.15K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$488K |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$222K |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$168K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$21K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$11K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $14.2M | -$168K | -6,574 | -1% |
|
|
CAN
2
Cetera Advisor Networks
El Segundo,
California
| $14.1M | +$10.6M | +415,969 | +315% |
|
|
WIA
3
World Investment Advisors
Santa Barbara,
California
| $929K | -$222K | -8,716 | -19% |
|
|
MOS
4
MGO One Seven
Beachwood,
Ohio
| $755K | +$2.04K | +80 | +0.3% |
|
|
FIM
5
Freedom Investment Management
Hartford,
Connecticut
| $641K | +$268K | +10,533 | +74% |
|
|
PAG
6
Private Advisor Group
Morristown,
New Jersey
| $347K | +$342K | +13,439 | New |
|
|
BW
7
Bison Wealth
Atlanta,
Georgia
| $143K | +$141K | +5,538 | New |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $8K | +$8.15K | +320 | New |
|
|
JWCA
9
J.W. Cole Advisors
Tampa,
Florida
| – | -$488K | -19,502 | Closed |
|
|
GWM
10
Geneos Wealth Management
Englewood,
Colorado
| – | -$21K | -848 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$11K | -441 | Closed |
|
|
WAM
12
Worth Asset Management
Dallas,
Texas
| – | +$306 | +12 | New |
|
MSVX Hedge Fund Activity: Q1 2022 in Review
9 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in LHA Market State Alpha Seeker ETF (MSVX) for Q1 2022, worth a combined $31.2M — up 56% from $20M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MSVX positions and 3 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Cetera Advisor Networks, adding an estimated $10.6M. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $488K sold.
- 9 institutional investors held LHA Market State Alpha Seeker ETF (MSVX) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $31.2M of LHA Market State Alpha Seeker ETF stock for Q1 2022, up 56% quarter-over-quarter.
- 4 funds opened new LHA Market State Alpha Seeker ETF positions in Q1 2022 and 3 closed out, a net change of +1 holder.
- The largest LHA Market State Alpha Seeker ETF buyer in Q1 2022 was Cetera Advisor Networks, an estimated $10.6M added.
- The largest LHA Market State Alpha Seeker ETF seller in Q1 2022 was J.W. Cole Advisors, an estimated $488K sold.
Based on aggregated 13F filings for Q1 2022.