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Sovereign's Capital Flourish Fund
SOVF

Overview Fund Activity

23 hedge funds and large institutions have $80.3M invested in Sovereign's Capital Flourish Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+7
Holders Change %
+43.75%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
8
Increased
11
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CM
1
Cornerstone Management
Georgia
$16.3M
2
TC
2
TownSquare Capital
Utah
$3.61M
3
EWA
3
EverSource Wealth Advisors
Alabama
$22.8M
4
WIA
4
World Investment Advisors
California
$1.51M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$919K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
AC
2
AIFG Consultants
New York
$481K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
1
EverSource Wealth Advisors
Alabama
$22.8M +$1.83M +59,670 +9%
CM
2
Cornerstone Management
Georgia
$16.3M +$12.8M +417,800 +370%
VA
3
Vident Advisory
Georgia
$12.7M – – –
IC
4
Iconiq Capital
California
$10.2M – – –
TC
5
TownSquare Capital
Utah
$3.61M +$2.98M +96,870 +472%
KP
6
Keel Point
Alabama
$2.39M +$427K +13,891 +22%
CW
7
CreativeOne Wealth
Kansas
$2.18M +$104K +3,369 +5%
WIA
8
World Investment Advisors
California
$1.51M +$1.13M +36,825 +301%
BTI
9
Blue Trust Inc
Georgia
$1.48M +$437K +14,225 +42%
AWA
10
Arete Wealth Advisors
Illinois
$1.03M +$386K +12,589 +60%
SPIA
11
Steward Partners Investment Advisory
New York
$961K +$96.5K +3,139 +11%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$919K +$919K +29,900 New
Truist Financial
13
Truist Financial
North Carolina
$919K +$919K +29,900 New
BAM
14
BOS Asset Management
Illinois
$778K +$24.5K +798 +3%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$501K +$501K +16,307 New
AC
16
AIFG Consultants
New York
$481K -$39.3K -1,279 -8%
VA
17
Valmark Advisers
Ohio
$446K +$446K +14,504 New
AQR Capital Management
18
AQR Capital Management
Connecticut
$433K +$433K +14,066 New
AI
19
Atria Investments
North Carolina
$361K +$2.68K +87 +0.7%
VFA
20
Values First Advisors
Tennessee
$201K +$201K +6,538 New
LC
21
Lavaca Capital
Texas
$57.2K +$57.2K +1,860 New
BFS
22
Bare Financial Services
Pennsylvania
$30.4K +$30.4K +989 New
WWP
23
WR Wealth Planners
Missouri
$2.31K – – –
Citadel Advisors
24
Citadel Advisors
Florida
– -$247K -8,137 Closed