LHA Market State Alpha Seeker ETF
MSVX
MSVX was delisted on the 19th of December, 2024.
12 hedge funds and large institutions have $22M invested in LHA Market State Alpha Seeker ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 0 increasing their positions, 6 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
20% more funds holding
Funds holding: 10 → 12 (+2)
8% less capital invested
Capital invested by funds: $24M → $22M (-$2.02M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$1.31M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$254K |
| 3 |
ITIM
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
+$236K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.36K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.69M |
| 2 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$920K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$553K |
| 4 |
GS
GTS Securities
New York
|
-$309K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$230K |
MSVX Hedge Fund Activity: Q3 2023 in Review
12 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in LHA Market State Alpha Seeker ETF (MSVX) for Q3 2023, worth a combined $22M — down 8.4% from $24M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MSVX positions and 2 closed out — a net gain of 2 holders — while 0 added to existing stakes and 6 trimmed.
The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $1.31M. The largest seller was Brookstone Capital Management, cutting an estimated $1.69M.
- 12 institutional investors held LHA Market State Alpha Seeker ETF (MSVX) as of Q3 2023, up from 10 in Q2 2023.
- Funds reported $22M of LHA Market State Alpha Seeker ETF stock for Q3 2023, down 8.4% quarter-over-quarter.
- 4 funds opened new LHA Market State Alpha Seeker ETF positions in Q3 2023 and 2 closed out, a net change of +2 holders.
- The largest LHA Market State Alpha Seeker ETF buyer in Q3 2023 was Foundations Investment Advisors, an estimated $1.31M added.
- The largest LHA Market State Alpha Seeker ETF seller in Q3 2023 was Brookstone Capital Management, an estimated $1.69M sold.
Based on aggregated 13F filings for Q3 2023.