Sovereign's Capital Flourish Fund
SOVF
25 hedge funds and large institutions have $68.7M invested in Sovereign's Capital Flourish Fund in 2026 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less capital invested
Capital invested by funds: $72.1M → $68.7M (-$3.37M)
4% less funds holding
Funds holding: 26 → 25 (-1)
10.11% less ownership
Funds ownership: 83.24% → 73.13% (-10%)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$658K |
| 2 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
+$289K |
| 3 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$200K |
| 4 |
BFS
Bare Financial Services
Gap,
Pennsylvania
|
+$165K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$118K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
-$5.45M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$4.63M |
| 3 |
KP
Keel Point
Huntsville,
Alabama
|
-$710K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$321K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$262K |
SOVF Hedge Fund Activity: Q2 2026 in Review
25 of the 8,317 institutional investors tracked by Wall St. Rank reported a position in Sovereign's Capital Flourish Fund (SOVF) for Q2 2026, worth a combined $68.7M — down 4.7% from $72.1M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of SOVF and 3 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 10 added.
The largest buyer was OneAscent Financial Services, adding an estimated $658K. The largest seller was EverSource Wealth Advisors, cutting an estimated $5.45M.
- 25 institutional investors held Sovereign's Capital Flourish Fund (SOVF) as of Q2 2026, down from 26 in Q1 2026.
- Funds reported $68.7M of Sovereign's Capital Flourish Fund stock for Q2 2026, down 4.7% quarter-over-quarter.
- 3 funds opened new Sovereign's Capital Flourish Fund positions in Q2 2026 and 4 closed out, a net change of -1 holder.
- The largest Sovereign's Capital Flourish Fund buyer in Q2 2026 was OneAscent Financial Services, an estimated $658K added.
- The largest Sovereign's Capital Flourish Fund seller in Q2 2026 was EverSource Wealth Advisors, an estimated $5.45M sold.
Based on aggregated 13F filings for Q2 2026.