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MSVX

LHA Market State Alpha Seeker ETF
MSVX

Delisted

MSVX was delisted on the 19th of December, 2024.

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13 hedge funds and large institutions have $20.3M invested in LHA Market State Alpha Seeker ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

8% more funds holding

Funds holding: 12 → 13 (+1)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

8% less capital invested

Capital invested by funds: $22M → $20.3M (-$1.68M)

Holders
13
Holders Change
+1
Holders Change %
+8.33%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MA
Mutual Advisors
Nebraska
+$480K
2
OMC
Old Mission Capital
Illinois
+$295K
3
MOS
MGO One Seven
Ohio
+$143K
4
UBS Group
UBS Group
Switzerland
+$78.3K
5
Citadel Advisors
Citadel Advisors
Florida
+$67K

Top Sellers

Rank Fund Capital Flow
1
CAN
Cetera Advisor Networks
California
-$1.71M
2
BCM
Brookstone Capital Management
Illinois
-$541K
3
FIM
Freedom Investment Management
Connecticut
-$219K
4
AWM
Axxcess Wealth Management
California
-$217K
5
MAM
Milestone Asset Management
Pennsylvania
-$103K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
1
Cetera Advisor Networks
California
$7.69M -$1.71M -71,561 -18%
BCM
2
Brookstone Capital Management
Illinois
$7.32M -$541K -22,641 -7%
MAM
3
Milestone Asset Management
Pennsylvania
$1.31M -$103K -4,318 -7%
FIA
4
Foundations Investment Advisors
Arizona
$1.25M -$80.8K -3,382 -6%
ACP
5
Aveo Capital Partners
Colorado
$779K +$53.5K +2,239 +7%
MA
6
Mutual Advisors
Nebraska
$478K +$480K +20,078 New
MOS
7
MGO One Seven
Ohio
$439K +$143K +5,969 +48%
Citadel Advisors
8
Citadel Advisors
Florida
$323K +$67K +2,805 +26%
OMC
9
Old Mission Capital
Illinois
$294K +$295K +12,347 New
ITIM
10
Indiana Trust & Investment Management
Indiana
$238K – – –
BAM
11
Bellevue Asset Management
Washington
$103K – – –
UBS Group
12
UBS Group
Switzerland
$81.4K +$78.3K +3,276 +2,307%
CPA
13
Clear Point Advisors
New York
$1.24K +$1.24K +52 New
FIM
14
Freedom Investment Management
Connecticut
– -$219K -9,217 Closed
AWM
15
Axxcess Wealth Management
California
– -$217K -9,110 Closed

MSVX Hedge Fund Activity: Q4 2023 in Review

13 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in LHA Market State Alpha Seeker ETF (MSVX) for Q4 2023, worth a combined $20.3M — down 7.6% from $22M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new MSVX positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 4 trimmed.

The largest buyer was Mutual Advisors, opening a new position worth an estimated $480K. The largest seller was Cetera Advisor Networks, cutting an estimated $1.71M.

  • 13 institutional investors held LHA Market State Alpha Seeker ETF (MSVX) as of Q4 2023, up from 12 in Q3 2023.
  • Funds reported $20.3M of LHA Market State Alpha Seeker ETF stock for Q4 2023, down 7.6% quarter-over-quarter.
  • 3 funds opened new LHA Market State Alpha Seeker ETF positions in Q4 2023 and 2 closed out, a net change of +1 holder.
  • The largest LHA Market State Alpha Seeker ETF buyer in Q4 2023 was Mutual Advisors, an estimated $480K added.
  • The largest LHA Market State Alpha Seeker ETF seller in Q4 2023 was Cetera Advisor Networks, an estimated $1.71M sold.

Based on aggregated 13F filings for Q4 2023.