LHA Market State Alpha Seeker ETF
MSVX
MSVX was delisted on the 19th of December, 2024.
8 hedge funds and large institutions have $32.1M invested in LHA Market State Alpha Seeker ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 6 closing their positions.
4% more capital invested
Capital invested by funds: $31M → $32.1M (+$1.09M)
27% less funds holding
Funds holding: 11 → 8 (-3)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$602K |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$385K |
| 3 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$217K |
| 4 |
JP Morgan Chase
New York
|
+$2.49K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$897K |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$780K |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$674K |
| 4 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$426K |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$280K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAN
1
Cetera Advisor Networks
El Segundo,
California
| $16.4M | +$385K | +15,482 | +2% |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $11M | -$897K | -36,035 | -7% |
|
|
MAM
3
Milestone Asset Management
Pittsburgh,
Pennsylvania
| $1.76M | +$1.76M | +70,705 | New |
|
|
MOS
4
MGO One Seven
Beachwood,
Ohio
| $1.29M | -$9.51K | -382 | -0.7% |
|
|
ACP
5
Aveo Capital Partners
Englewood,
Colorado
| $619K | +$217K | +8,732 | +54% |
|
|
OMC
6
Old Mission Capital
Chicago,
Illinois
| $600K | +$602K | +24,184 | New |
|
|
FIM
7
Freedom Investment Management
Hartford,
Connecticut
| $473K | -$280K | -11,256 | -37% |
|
|
8
JP Morgan Chase
New York
| $2K | +$2.49K | +100 | New |
|
|
WIA
9
World Investment Advisors
Santa Barbara,
California
| – | -$780K | -31,765 | Closed |
|
|
BRWA
10
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$674K | -27,432 | Closed |
|
|
FEM
11
Fulcrum Equity Management
Plano,
Texas
| – | -$426K | -17,338 | Closed |
|
|
PAG
12
Private Advisor Group
Morristown,
New Jersey
| – | -$236K | -9,589 | Closed |
|
13
UBS Group
Zurich,
Switzerland
| – | -$17K | -681 | Closed |
|
MSVX Hedge Fund Activity: Q4 2022 in Review
8 of the 6,223 institutional investors tracked by Wall St. Rank reported a position in LHA Market State Alpha Seeker ETF (MSVX) for Q4 2022, worth a combined $32.1M — up 3.5% from $31M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of MSVX and 3 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 2 added.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $602K. The largest seller was Brookstone Capital Management, cutting an estimated $897K.
- 8 institutional investors held LHA Market State Alpha Seeker ETF (MSVX) as of Q4 2022, down from 11 in Q3 2022.
- Funds reported $32.1M of LHA Market State Alpha Seeker ETF stock for Q4 2022, up 3.5% quarter-over-quarter.
- 3 funds opened new LHA Market State Alpha Seeker ETF positions in Q4 2022 and 6 closed out, a net change of -3 holders.
- The largest LHA Market State Alpha Seeker ETF buyer in Q4 2022 was Old Mission Capital, an estimated $602K added.
- The largest LHA Market State Alpha Seeker ETF seller in Q4 2022 was Brookstone Capital Management, an estimated $897K sold.
Based on aggregated 13F filings for Q4 2022.