Sovereign's Capital Flourish Fund
SOVF
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.
800% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 1
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
80% more capital invested
Capital invested by funds: $31.1M → $56M (+$24.9M)
57.47% more ownership
Funds ownership: 72.68% → 130.16% (+57%)
33% more funds holding
Funds holding: 12 → 16 (+4)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Iconiq Capital
San Francisco,
California
|
+$9.94M |
| 2 |
VA
Vident Advisory
Alpharetta,
Georgia
|
+$9.94M |
| 3 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$1.11M |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$837K |
| 5 |
BAM
BOS Asset Management
Springfield,
Illinois
|
+$732K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
-$456K |
| 2 |
AC
AIFG Consultants
Halfmoon,
New York
|
-$75.9K |
SOVF Hedge Fund Activity: Q3 2024 in Review
16 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Sovereign's Capital Flourish Fund (SOVF) for Q3 2024, worth a combined $56M — up 80% from $31.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SOVF positions and 1 closed out — a net gain of 4 holders — while 9 added to existing stakes and 1 trimmed.
The largest buyer was Iconiq Capital, opening a new position worth an estimated $9.94M. The largest seller was Valmark Advisers, exiting entirely with an estimated $456K sold.
- 16 institutional investors held Sovereign's Capital Flourish Fund (SOVF) as of Q3 2024, up from 12 in Q2 2024.
- Funds reported $56M of Sovereign's Capital Flourish Fund stock for Q3 2024, up 80% quarter-over-quarter.
- 5 funds opened new Sovereign's Capital Flourish Fund positions in Q3 2024 and 1 closed out, a net change of +4 holders.
- The largest Sovereign's Capital Flourish Fund buyer in Q3 2024 was Iconiq Capital, an estimated $9.94M added.
- The largest Sovereign's Capital Flourish Fund seller in Q3 2024 was Valmark Advisers, an estimated $456K sold.
Based on aggregated 13F filings for Q3 2024.