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Sovereign's Capital Flourish Fund
SOVF

Overview Fund Activity

16 hedge funds and large institutions have $56M invested in Sovereign's Capital Flourish Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
16
Holders Change
+4
Holders Change %
+33.33%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
9
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IC
1
Iconiq Capital
California
$10.1M
2
VA
2
Vident Advisory
Georgia
$12.5M
3
EWA
3
EverSource Wealth Advisors
Alabama
$20.7M
4
SPIA
4
Steward Partners Investment Advisory
New York
$853K
5
BAM
5
BOS Asset Management
Illinois
$744K

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$0
2
AC
2
AIFG Consultants
New York
$513K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
1
EverSource Wealth Advisors
Alabama
$20.7M +$1.13M +37,215 +6%
VA
2
Vident Advisory
Georgia
$12.5M +$10.1M +332,447 +410%
IC
3
Iconiq Capital
California
$10.1M +$10.1M +332,447 New
CM
4
Cornerstone Management
Georgia
$3.43M +$78.5K +2,588 +2%
CW
5
CreativeOne Wealth
Kansas
$2.05M +$549K +18,075 +36%
KP
6
Keel Point
Alabama
$1.94M +$154K +5,059 +9%
BTI
7
Blue Trust Inc
Georgia
$973K +$212K +7,404 +28%
SPIA
8
Steward Partners Investment Advisory
New York
$853K +$850K +28,005 +28,005%
BAM
9
BOS Asset Management
Illinois
$744K +$744K +24,502 New
AWA
10
Arete Wealth Advisors
Illinois
$630K +$156K +5,176 +33%
TC
11
TownSquare Capital
Utah
$623K +$623K +20,524 New
AC
12
AIFG Consultants
New York
$513K -$77.1K -2,541 -13%
WIA
13
World Investment Advisors
California
$372K +$372K +12,245 New
AI
14
Atria Investments
North Carolina
$353K +$22.8K +751 +7%
Citadel Advisors
15
Citadel Advisors
Florida
$247K +$247K +8,137 New
WWP
16
WR Wealth Planners
Missouri
$2.28K – – –
VA
17
Valmark Advisers
Ohio
– -$456K -15,917 Closed