LHA Market State Alpha Seeker ETF
MSVX
MSVX was delisted on the 19th of December, 2024.
12 hedge funds and large institutions have $30.5M invested in LHA Market State Alpha Seeker ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
50% more funds holding
Funds holding: 8 → 12 (+4)
5% less capital invested
Capital invested by funds: $32.1M → $30.5M (-$1.62M)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$317K |
| 2 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$138K |
| 3 |
BAM
Bellevue Asset Management
Bellevue,
Washington
|
+$105K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$62.7K |
| 5 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$26.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$242K |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$187K |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$135K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$111K |
| 5 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
-$6.65K |
MSVX Hedge Fund Activity: Q1 2023 in Review
12 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in LHA Market State Alpha Seeker ETF (MSVX) for Q1 2023, worth a combined $30.5M — down 5% from $32.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MSVX positions and 1 closed out — a net gain of 4 holders — while 2 added to existing stakes and 5 trimmed.
The largest buyer was Axxcess Wealth Management, opening a new position worth an estimated $317K. The largest seller was Cetera Advisor Networks, cutting an estimated $242K.
- 12 institutional investors held LHA Market State Alpha Seeker ETF (MSVX) as of Q1 2023, up from 8 in Q4 2022.
- Funds reported $30.5M of LHA Market State Alpha Seeker ETF stock for Q1 2023, down 5% quarter-over-quarter.
- 5 funds opened new LHA Market State Alpha Seeker ETF positions in Q1 2023 and 1 closed out, a net change of +4 holders.
- The largest LHA Market State Alpha Seeker ETF buyer in Q1 2023 was Axxcess Wealth Management, an estimated $317K added.
- The largest LHA Market State Alpha Seeker ETF seller in Q1 2023 was Cetera Advisor Networks, an estimated $242K sold.
Based on aggregated 13F filings for Q1 2023.