RAA
SMI 3Fourteen REAL Asset Allocation ETF
RAA
RAA
8 hedge funds and large institutions have $196M invested in SMI 3Fourteen REAL Asset Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
5.68% less ownership
Funds ownership: 50.05% → 44.37% (-5.7%)
Holders
8
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$4.51M | |
| 2 | +$909K | |
| 3 | +$178K | |
| 4 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$133K |
| 5 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$12.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAS
1
SMI Advisory Services
Columbus,
Indiana
| $185M |
|
|||
|
EWA
2
EverSource Wealth Advisors
Birmingham,
Alabama
| $7.61M |
|
|||
|
IA
3
IFP Advisors
Tampa,
Florida
| $1.32M |
|
|||
|
GS
4
GTS Securities
New York
| $909K |
|
|||
|
SPWM
5
Straight Path Wealth Management
Jenison,
Michigan
| $449K |
|
|||
|
EWA
6
EP Wealth Advisors
Torrance,
California
| $444K |
|
|||
|
TWA
7
TCI Wealth Advisors
Tucson,
Arizona
| $287K |
|
|||
|
SIS
8
Sound Income Strategies
Ft Lauderdale,
Florida
| $12.4K |
|
|||
9
Jane Street
New York
| – |
|
|||
10
UBS Group
Zurich,
Switzerland
| – |
|