Sovereign's Capital Flourish Fund
SOVF
26 hedge funds and large institutions have $72.1M invested in Sovereign's Capital Flourish Fund in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 5 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 4
13.89% more ownership
Funds ownership: 69.35% → 83.24% (+14%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $72.2M → $72.1M (-$50.1K)
13% less funds holding
Funds holding: 30 → 26 (-4)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$4.96M |
| 2 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$4.18M |
| 3 |
CM
Cornerstone Management
Duluth,
Georgia
|
+$529K |
| 4 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$431K |
| 5 |
BFS
Bare Financial Services
Gap,
Pennsylvania
|
+$341K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$3.46M |
| 2 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$989K |
| 3 |
VFA
Values First Advisors
Gray,
Tennessee
|
-$263K |
| 4 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
-$261K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$164K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GM
26
GeoWealth Management
Chicago,
Illinois
| $27 | – | – | – |
|
|
27
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$3.46M | -115,671 | Closed |
|
|
SOS
28
Silver Oak Securities
Jackson,
Tennessee
| – | -$989K | -33,674 | Closed |
|
|
VFA
29
Values First Advisors
Gray,
Tennessee
| – | -$263K | -9,008 | Closed |
|
|
MGIA
30
Moneta Group Investment Advisors
St Louis,
Missouri
| – | -$261K | -8,940 | Closed |
|
31
Bank of America
Charlotte,
North Carolina
| – | -$23.9K | -820 | Closed |
|
SOVF Hedge Fund Activity: Q1 2026 in Review
26 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Sovereign's Capital Flourish Fund (SOVF) for Q1 2026, worth a combined $72.1M — down 0.07% from $72.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SOVF and 2 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 14 added.
The largest buyer was CreativeOne Wealth, opening a new position worth an estimated $4.96M. The largest seller was Wealth Enhancement Advisory Services, exiting entirely with an estimated $3.46M sold.
- 26 institutional investors held Sovereign's Capital Flourish Fund (SOVF) as of Q1 2026, down from 30 in Q4 2025.
- Funds reported $72.1M of Sovereign's Capital Flourish Fund stock for Q1 2026, down 0.07% quarter-over-quarter.
- 2 funds opened new Sovereign's Capital Flourish Fund positions in Q1 2026 and 5 closed out, a net change of -3 holders.
- The largest Sovereign's Capital Flourish Fund buyer in Q1 2026 was CreativeOne Wealth, an estimated $4.96M added.
- The largest Sovereign's Capital Flourish Fund seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $3.46M sold.
Based on aggregated 13F filings for Q1 2026.