Toews Agility Shares Dynamic Tactical Income ETF
10 hedge funds and large institutions have $38.4M invested in Toews Agility Shares Dynamic Tactical Income ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
10
Holders Change
-2
Holders Change %
-16.67%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
5
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 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
|
-$78.9K |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
-$40.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$12.6K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
BCI
1
Brinker Capital Investments
Berwyn,
Pennsylvania
| $16.6M | +$1.47M | +66,560 | +10% |
|
|
OPS
2
Orion Portfolio Solutions
Omaha,
Nebraska
| $16.6M | +$1.47M | +66,560 | +10% |
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $2.92M | +$34.3K | +1,558 | +1% |
|
|
TC
4
TownSquare Capital
Provo,
Utah
| $606K | -$40.1K | -1,820 | -6% |
|
|
CW
5
CreativeOne Wealth
Overland Park,
Kansas
| $475K | +$17.1K | +774 | +4% |
|
|
SOS
6
Silver Oak Securities
Jackson,
Tennessee
| $442K | -$78.9K | -3,586 | -15% |
|
|
GS
7
GTS Securities
New York
| $297K | +$297K | +13,500 | New |
|
|
DI
8
DFPG Investments
Sandy,
Utah
| $270K | +$1.9K | +86 | +0.7% |
|
|
GWM
9
Geneos Wealth Management
Englewood,
Colorado
| $37.3K | -$2.58K | -117 | -6% |
|
|
IA
10
IFP Advisors
Tampa,
Florida
| $12.1K | -$4.21K | -191 | -26% |
|
|
CAP
11
Columbia Advisory Partners
Spokane,
Washington
| – | -$1.68M | -75,079 | Closed |
|
|
AI
12
Atria Investments
Charlotte,
North Carolina
| – | -$1.03M | -46,185 | Closed |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$12.6K | -565 | Closed |
|