RAA

SMI 3Fourteen REAL Asset Allocation ETF

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
Holders
8
Holders Change
Holders Change %
0%
% of All Funds
0.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
5
Reduced
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAS
1
SMI Advisory Services
Indiana
$185M +$4.51M +174,973 +2%
EWA
2
EverSource Wealth Advisors
Alabama
$7.61M +$133K +5,189 +2%
IA
3
IFP Advisors
Florida
$1.32M +$178K +6,966 +16%
GS
4
GTS Securities
New York
$909K +$909K +35,470 New
SPWM
5
Straight Path Wealth Management
Michigan
$449K
EWA
6
EP Wealth Advisors
California
$444K +$11.5K +448 +3%
TWA
7
TCI Wealth Advisors
Arizona
$287K +$1.28K +50 +0.4%
SIS
8
Sound Income Strategies
Florida
$12.4K +$12.4K +484 New
Jane Street
9
Jane Street
New York
-$320K -13,260 Closed
UBS Group
10
UBS Group
Switzerland
-$291K -12,083 Closed