Sovereign's Capital Flourish Fund
SOVF
23 hedge funds and large institutions have $82.7M invested in Sovereign's Capital Flourish Fund in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 2 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
3% more capital invested
Capital invested by funds: $80.3M → $82.7M (+$2.36M)
0% more funds holding
Funds holding: 23 → 23 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.22% less ownership
Funds ownership: 88.55% → 84.33% (-4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$4.59M |
| 2 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$1.47M |
| 3 |
TC
TownSquare Capital
Provo,
Utah
|
+$757K |
| 4 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
+$230K |
| 5 |
BAM
BOS Asset Management
Springfield,
Illinois
|
+$166K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KP
Keel Point
Huntsville,
Alabama
|
-$900K |
| 2 |
CM
Cornerstone Management
Duluth,
Georgia
|
-$657K |
| 3 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$261K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$212K |
| 5 |
VFA
Values First Advisors
Gray,
Tennessee
|
-$201K |
SOVF Hedge Fund Activity: Q1 2025 in Review
23 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Sovereign's Capital Flourish Fund (SOVF) for Q1 2025, worth a combined $82.7M — up 2.9% from $80.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SOVF positions and 2 closed out — a net gain of 1 holder — while 10 added to existing stakes and 6 trimmed.
The largest buyer was CreativeOne Wealth, adding an estimated $4.59M. The largest seller was Keel Point, cutting an estimated $900K.
- 23 institutional investors held Sovereign's Capital Flourish Fund (SOVF) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $82.7M of Sovereign's Capital Flourish Fund stock for Q1 2025, up 2.9% quarter-over-quarter.
- 3 funds opened new Sovereign's Capital Flourish Fund positions in Q1 2025 and 2 closed out, a net change of +1 holder.
- The largest Sovereign's Capital Flourish Fund buyer in Q1 2025 was CreativeOne Wealth, an estimated $4.59M added.
- The largest Sovereign's Capital Flourish Fund seller in Q1 2025 was Keel Point, an estimated $900K sold.
Based on aggregated 13F filings for Q1 2025.