LHA Market State Alpha Seeker ETF
MSVX
MSVX was delisted on the 19th of December, 2024.
8 hedge funds and large institutions have $6.31M invested in LHA Market State Alpha Seeker ETF in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 5 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
38% less funds holding
Funds holding: 13 → 8 (-5)
58% less capital invested
Capital invested by funds: $15.1M → $6.31M (-$8.8M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$148K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$125K |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$25.3K |
| 4 |
GS
GTS Securities
New York
|
+$7.53K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$6.97M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$571K |
| 3 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$403K |
| 4 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$223K |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$212K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $3.98M | +$148K | +6,278 | +4% |
|
|
MA
2
Mutual Advisors
Omaha,
Nebraska
| $1.2M | +$25.3K | +1,073 | +2% |
|
|
ACP
3
Aveo Capital Partners
Englewood,
Colorado
| $458K | -$403K | -17,093 | -45% |
|
|
GS
4
GTS Securities
New York
| $275K | +$7.53K | +319 | +3% |
|
|
ITIM
5
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $221K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $185K | +$125K | +5,305 | +172% |
|
|
CPA
7
Clear Point Advisors
Melville,
New York
| $1.15K | – | – | – |
|
8
Morgan Stanley
New York
| $27 | – | – | – |
|
|
9
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$6.97M | -288,634 | Closed |
|
|
10
Citadel Advisors
Miami,
Florida
| – | -$571K | -23,617 | Closed |
|
|
MOS
11
MGO One Seven
Beachwood,
Ohio
| – | -$223K | -9,236 | Closed |
|
|
FIM
12
Freedom Investment Management
Hartford,
Connecticut
| – | -$212K | -8,763 | Closed |
|
|
BAM
13
Bellevue Asset Management
Bellevue,
Washington
| – | -$9.98K | -413 | Closed |
|
MSVX Hedge Fund Activity: Q3 2024 in Review
8 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in LHA Market State Alpha Seeker ETF (MSVX) for Q3 2024, worth a combined $6.31M — down 58% from $15.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of MSVX and 0 opened new positions — a net loss of 5 holders — while 1 trimmed existing stakes and 4 added.
The largest buyer was Brookstone Capital Management, adding an estimated $148K. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $6.97M sold.
- 8 institutional investors held LHA Market State Alpha Seeker ETF (MSVX) as of Q3 2024, down from 13 in Q2 2024.
- Funds reported $6.31M of LHA Market State Alpha Seeker ETF stock for Q3 2024, down 58% quarter-over-quarter.
- 0 funds opened new LHA Market State Alpha Seeker ETF positions in Q3 2024 and 5 closed out, a net change of -5 holders.
- The largest LHA Market State Alpha Seeker ETF buyer in Q3 2024 was Brookstone Capital Management, an estimated $148K added.
- The largest LHA Market State Alpha Seeker ETF seller in Q3 2024 was Cetera Investment Advisers, an estimated $6.97M sold.
Based on aggregated 13F filings for Q3 2024.