RAA
SMI 3Fourteen REAL Asset Allocation ETF
RAA
RAA
9 hedge funds and large institutions have $211M invested in SMI 3Fourteen REAL Asset Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 0 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
0.91% less ownership
Funds ownership: 44.37% → 43.46% (-0.91%)
Holders
9
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$1.19M | |
| 2 | +$1.11M | |
| 3 | +$279K | |
| 4 |
GS
GTS Securities
New York
|
+$133K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$25K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAS
1
SMI Advisory Services
Columbus,
Indiana
| $197M |
|
|||
|
EWA
2
EverSource Wealth Advisors
Birmingham,
Alabama
| $9.17M |
|
|||
|
IA
3
IFP Advisors
Tampa,
Florida
| $1.38M |
|
|||
|
JSL
4
JT Stratford LLC
Gainesville,
Georgia
| $1.19M |
|
|||
|
GS
5
GTS Securities
New York
| $1.1M |
|
|||
|
SPWM
6
Straight Path Wealth Management
Jenison,
Michigan
| $475K |
|
|||
|
TWA
7
TCI Wealth Advisors
Tucson,
Arizona
| $306K |
|
|||
|
8
UBS Group
Zurich,
Switzerland
| $25K |
|
|||
|
SIS
9
Sound Income Strategies
Ft Lauderdale,
Florida
| $13.3K |
|