Toews Agility Shares Dynamic Tactical Income ETF
14 hedge funds and large institutions have $38.7M invested in Toews Agility Shares Dynamic Tactical Income ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
27% more funds holding
Funds holding: 11 → 14 (+3)
0.91% less ownership
Funds ownership: 128.42% → 127.5% (-0.91%)
6% less capital invested
Capital invested by funds: $41.3M → $38.7M (-$2.58M)
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$756K |
| 2 |
GS
GTS Securities
New York
|
+$318K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$254K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$214K |
| 5 |
IFG
Independent Financial Group
San Diego,
California
|
+$62.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$2.7M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$2.7M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$348K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$347K |
| 5 |
Jane Street
New York
|
-$17.7K |
THY Hedge Fund Activity: Q4 2023 in Review
14 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Toews Agility Shares Dynamic Tactical Income ETF (THY) for Q4 2023, worth a combined $38.7M — down 6.2% from $41.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new THY positions and 2 closed out — a net gain of 3 holders — while 2 added to existing stakes and 6 trimmed.
The largest buyer was Sowell Financial Services, opening a new position worth an estimated $756K. The largest seller was Brinker Capital Investments, cutting an estimated $2.7M.
- 14 institutional investors held Toews Agility Shares Dynamic Tactical Income ETF (THY) as of Q4 2023, up from 11 in Q3 2023.
- Funds reported $38.7M of Toews Agility Shares Dynamic Tactical Income ETF stock for Q4 2023, down 6.2% quarter-over-quarter.
- 5 funds opened new Toews Agility Shares Dynamic Tactical Income ETF positions in Q4 2023 and 2 closed out, a net change of +3 holders.
- The largest Toews Agility Shares Dynamic Tactical Income ETF buyer in Q4 2023 was Sowell Financial Services, an estimated $756K added.
- The largest Toews Agility Shares Dynamic Tactical Income ETF seller in Q4 2023 was Brinker Capital Investments, an estimated $2.7M sold.
Based on aggregated 13F filings for Q4 2023.