Toews Agility Shares Dynamic Tactical Income ETF
11 hedge funds and large institutions have $38.6M invested in Toews Agility Shares Dynamic Tactical Income ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
7.9% more ownership
Funds ownership: 98.25% → 106.14% (+7.9%)
0% more capital invested
Capital invested by funds: $38.4M → $38.6M (+$165K)
8% less funds holding
Funds holding: 12 → 11 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.47M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$1.47M |
| 3 |
IFG
Independent Financial Group
San Diego,
California
|
+$232K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$34.3K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$17.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAP
Columbia Advisory Partners
Spokane,
Washington
|
-$1.68M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.03M |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$79K |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
-$40.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$12.6K |
THY Hedge Fund Activity: Q2 2023 in Review
11 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in Toews Agility Shares Dynamic Tactical Income ETF (THY) for Q2 2023, worth a combined $38.6M — up 0.43% from $38.4M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of THY and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 5 added.
The largest buyer was Brinker Capital Investments, adding an estimated $1.47M. The largest seller was Columbia Advisory Partners, exiting entirely with an estimated $1.68M sold.
- 11 institutional investors held Toews Agility Shares Dynamic Tactical Income ETF (THY) as of Q2 2023, down from 12 in Q1 2023.
- Funds reported $38.6M of Toews Agility Shares Dynamic Tactical Income ETF stock for Q2 2023, up 0.43% quarter-over-quarter.
- 2 funds opened new Toews Agility Shares Dynamic Tactical Income ETF positions in Q2 2023 and 3 closed out, a net change of -1 holder.
- The largest Toews Agility Shares Dynamic Tactical Income ETF buyer in Q2 2023 was Brinker Capital Investments, an estimated $1.47M added.
- The largest Toews Agility Shares Dynamic Tactical Income ETF seller in Q2 2023 was Columbia Advisory Partners, an estimated $1.68M sold.
Based on aggregated 13F filings for Q2 2023.