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NDAA

Ned Davis Research 360 Dynamic Allocation ETF
NDAA

4 hedge funds and large institutions have $1.6M invested in Ned Davis Research 360 Dynamic Allocation ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding

Funds holding: 1 → 4 (+3)

47% more capital invested

Capital invested by funds: $1.09M → $1.6M (+$508K)

3.13% less ownership

Funds ownership: 55.65% → 52.53% (-3.1%)

Holders
4
Holders Change
+3
Holders Change %
+300%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GSEP
Golden State Equity Partners
California
+$289K
2
BIG
Brookwood Investment Group
Arizona
+$231K
3
WOSD
WFA of San Diego
California
+$2K
4
HighTower Advisors
HighTower Advisors
Illinois
+$200

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$1.09M +$200 +9 +0%
GSEP
2
Golden State Equity Partners
California
$282K +$289K +12,975 New
BIG
3
Brookwood Investment Group
Arizona
$225K +$231K +10,375 New
WOSD
4
WFA of San Diego
California
$1.96K +$2K +90 New

NDAA Hedge Fund Activity: Q1 2026 in Review

4 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Ned Davis Research 360 Dynamic Allocation ETF (NDAA) for Q1 2026, worth a combined $1.6M — up 47% from $1.09M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new NDAA positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Golden State Equity Partners, opening a new position worth an estimated $289K.

  • 4 institutional investors held Ned Davis Research 360 Dynamic Allocation ETF (NDAA) as of Q1 2026, up from 1 in Q4 2025.
  • Funds reported $1.6M of Ned Davis Research 360 Dynamic Allocation ETF stock for Q1 2026, up 47% quarter-over-quarter.
  • 3 funds opened new Ned Davis Research 360 Dynamic Allocation ETF positions in Q1 2026 and 0 closed out, a net change of +3 holders.
  • The largest Ned Davis Research 360 Dynamic Allocation ETF buyer in Q1 2026 was Golden State Equity Partners, an estimated $289K added.

Based on aggregated 13F filings for Q1 2026.