Sovereign's Capital Flourish Fund
SOVF
10 hedge funds and large institutions have $24.8M invested in Sovereign's Capital Flourish Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
100% more funds holding
Funds holding: 5 → 10 (+5)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
33% more capital invested
Capital invested by funds: $18.6M → $24.8M (+$6.2M)
4.51% more ownership
Funds ownership: 63.77% → 68.28% (+4.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$3.14M |
| 2 |
VA
Valmark Advisers
Akron,
Ohio
|
+$1.56M |
| 3 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
+$752K |
| 4 |
KP
Keel Point
Huntsville,
Alabama
|
+$425K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$257K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Cornerstone Management
Duluth,
Georgia
|
-$6.74K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWA
1
EverSource Wealth Advisors
Birmingham,
Alabama
| $15.7M | +$3.14M | +110,934 | +24% |
|
|
CM
2
Cornerstone Management
Duluth,
Georgia
| $3.18M | -$6.74K | -238 | -0.2% |
|
|
VA
3
Vident Advisory
Alpharetta,
Georgia
| $2.41M | – | – | – |
|
|
VA
4
Valmark Advisers
Akron,
Ohio
| $1.64M | +$1.56M | +55,143 | New |
|
|
KP
5
Keel Point
Huntsville,
Alabama
| $808K | +$425K | +14,993 | +123% |
|
|
BTI
6
Blue Trust Inc
Alpharetta,
Georgia
| $790K | +$752K | +26,557 | New |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $270K | +$257K | +9,089 | New |
|
8
UBS Group
Zurich,
Switzerland
| $16.4K | +$15.6K | +552 | New |
|
|
SPIA
9
Steward Partners Investment Advisory
New York
| $2.98K | – | – | – |
|
|
WWP
10
WR Wealth Planners
Columbia,
Missouri
| $2.23K | +$2.12K | +75 | New |
|
SOVF Hedge Fund Activity: Q1 2024 in Review
10 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Sovereign's Capital Flourish Fund (SOVF) for Q1 2024, worth a combined $24.8M — up 33% from $18.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SOVF positions and 0 closed out — a net gain of 5 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was EverSource Wealth Advisors, adding an estimated $3.14M. The largest seller was Cornerstone Management, cutting an estimated $6.74K.
- 10 institutional investors held Sovereign's Capital Flourish Fund (SOVF) as of Q1 2024, up from 5 in Q4 2023.
- Funds reported $24.8M of Sovereign's Capital Flourish Fund stock for Q1 2024, up 33% quarter-over-quarter.
- 5 funds opened new Sovereign's Capital Flourish Fund positions in Q1 2024 and 0 closed out, a net change of +5 holders.
- The largest Sovereign's Capital Flourish Fund buyer in Q1 2024 was EverSource Wealth Advisors, an estimated $3.14M added.
- The largest Sovereign's Capital Flourish Fund seller in Q1 2024 was Cornerstone Management, an estimated $6.74K sold.
Based on aggregated 13F filings for Q1 2024.