RAA

SMI 3Fourteen REAL Asset Allocation ETF
RAA

Overview Fund Activity

8 hedge funds and large institutions have $167M invested in SMI 3Fourteen REAL Asset Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
8
Holders Change
+8
Holders Change %
–
% of All Funds
0.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
8
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAS
SMI Advisory Services
Indiana
$157M
2
EWA
EverSource Wealth Advisors
Alabama
$7.03M
3
IA
IFP Advisors
Florida
$1.08M
4
SPWM
Straight Path Wealth Management
Michigan
$422K
5
EWA
EP Wealth Advisors
California
$407K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
SAS
1
SMI Advisory Services
Indiana
$157M +$157M +7,015,342 New
EWA
2
EverSource Wealth Advisors
Alabama
$7.03M +$7.03M +291,830 New
IA
3
IFP Advisors
Florida
$1.08M +$1.08M +44,609 New
SPWM
4
Straight Path Wealth Management
Michigan
$422K +$422K +17,518 New
EWA
5
EP Wealth Advisors
California
$407K +$407K +16,874 New
Jane Street
6
Jane Street
New York
$320K +$320K +13,260 New
UBS Group
7
UBS Group
Switzerland
$291K +$291K +12,083 New
TWA
8
TCI Wealth Advisors
Arizona
$269K +$269K +11,165 New