LHA Market State Alpha Seeker ETF
MSVX
MSVX was delisted on the 19th of December, 2024.
11 hedge funds and large institutions have $31M invested in LHA Market State Alpha Seeker ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 0 closing their positions.
22% more funds holding
Funds holding: 9 → 11 (+2)
2% less capital invested
Capital invested by funds: $31.6M → $31M (-$604K)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.03M |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$674K |
| 3 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$399K |
| 4 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$273K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$16.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$476K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$303K |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$61.9K |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$49.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAN
1
Cetera Advisor Networks
El Segundo,
California
| $15.9M | +$1.03M | +41,898 | +7% |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $11.9M | -$476K | -19,363 | -4% |
|
|
WIA
3
World Investment Advisors
Santa Barbara,
California
| $780K | -$61.9K | -2,521 | -7% |
|
|
FIM
4
Freedom Investment Management
Hartford,
Connecticut
| $745K | -$49.3K | -2,009 | -6% |
|
|
BRWA
5
B. Riley Wealth Advisors
Boca Raton,
Florida
| $674K | +$674K | +27,432 | New |
|
|
FEM
6
Fulcrum Equity Management
Plano,
Texas
| $426K | +$15.8K | +643 | +4% |
|
|
ACP
7
Aveo Capital Partners
Englewood,
Colorado
| $399K | +$399K | +16,224 | New |
|
|
PAG
8
Private Advisor Group
Morristown,
New Jersey
| $236K | -$303K | -12,347 | -56% |
|
|
9
UBS Group
Zurich,
Switzerland
| $17K | +$16.7K | +681 | New |
|
|
MOS
10
MGO One Seven
Beachwood,
Ohio
| $1.29K | +$273K | +11,123 | +27% |
|
MSVX Hedge Fund Activity: Q3 2022 in Review
11 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in LHA Market State Alpha Seeker ETF (MSVX) for Q3 2022, worth a combined $31M — down 1.9% from $31.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MSVX positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Cetera Advisor Networks, adding an estimated $1.03M. The largest seller was Brookstone Capital Management, cutting an estimated $476K.
- 11 institutional investors held LHA Market State Alpha Seeker ETF (MSVX) as of Q3 2022, up from 9 in Q2 2022.
- Funds reported $31M of LHA Market State Alpha Seeker ETF stock for Q3 2022, down 1.9% quarter-over-quarter.
- 3 funds opened new LHA Market State Alpha Seeker ETF positions in Q3 2022 and 0 closed out, a net change of +3 holders.
- The largest LHA Market State Alpha Seeker ETF buyer in Q3 2022 was Cetera Advisor Networks, an estimated $1.03M added.
- The largest LHA Market State Alpha Seeker ETF seller in Q3 2022 was Brookstone Capital Management, an estimated $476K sold.
Based on aggregated 13F filings for Q3 2022.