LHA Market State Alpha Seeker ETF
MSVX
MSVX was delisted on the 19th of December, 2024.
9 hedge funds and large institutions have $31.6M invested in LHA Market State Alpha Seeker ETF in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
2% more capital invested
Capital invested by funds: $31.2M → $31.6M (+$478K)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.44M |
| 2 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
+$431K |
| 3 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$311K |
| 4 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
+$256K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$219K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.25M |
| 2 |
BW
Bison Wealth
Atlanta,
Georgia
|
-$143K |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$45.3K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAN
1
Cetera Advisor Networks
El Segundo,
California
| $15.3M | +$1.44M | +55,580 | +10% |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $12.6M | -$1.25M | -48,335 | -9% |
|
|
MOS
3
MGO One Seven
Beachwood,
Ohio
| $1.05M | +$311K | +12,028 | +41% |
|
|
WIA
4
World Investment Advisors
Santa Barbara,
California
| $832K | -$45.3K | -1,753 | -5% |
|
|
FIM
5
Freedom Investment Management
Hartford,
Connecticut
| $821K | +$193K | +7,471 | +30% |
|
|
PAG
6
Private Advisor Group
Morristown,
New Jersey
| $557K | +$219K | +8,497 | +63% |
|
|
FEM
7
Fulcrum Equity Management
Plano,
Texas
| $424K | +$431K | +16,695 | New |
|
|
BRWM
8
B. Riley Wealth Management
Memphis,
Tennessee
| $252 | +$256K | +9,905 | New |
|
|
BW
9
Bison Wealth
Atlanta,
Georgia
| – | -$143K | -5,538 | Closed |
|
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$8K | -320 | Closed |
|
MSVX Hedge Fund Activity: Q2 2022 in Review
9 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in LHA Market State Alpha Seeker ETF (MSVX) for Q2 2022, worth a combined $31.6M — up 1.5% from $31.2M a quarter earlier.
Fund positioning in MSVX was balanced in Q2 2022: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 2 trimmed.
The largest buyer was Cetera Advisor Networks, adding an estimated $1.44M. The largest seller was Brookstone Capital Management, cutting an estimated $1.25M.
- 9 institutional investors held LHA Market State Alpha Seeker ETF (MSVX) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $31.6M of LHA Market State Alpha Seeker ETF stock for Q2 2022, up 1.5% quarter-over-quarter.
- 2 funds opened new LHA Market State Alpha Seeker ETF positions in Q2 2022 and 2 closed out, a net change of 0 holders.
- The largest LHA Market State Alpha Seeker ETF buyer in Q2 2022 was Cetera Advisor Networks, an estimated $1.44M added.
- The largest LHA Market State Alpha Seeker ETF seller in Q2 2022 was Brookstone Capital Management, an estimated $1.25M sold.
Based on aggregated 13F filings for Q2 2022.