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RAA

SMI 3Fourteen REAL Asset Allocation ETF
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

18% more capital invested

Capital invested by funds: $167M → $196M (+$29.3M)

0% more funds holding

Funds holding: 8 → 8 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

5.68% less ownership

Funds ownership: 50.05% → 44.37% (-5.7%)

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
–

Top Buyers

1
SAS
SMI Advisory Services
Indiana
+$4.27M
2
GS
GTS Securities
New York
+$866K
3
IA
IFP Advisors
Florida
+$170K
4
EWA
EverSource Wealth Advisors
Alabama
+$127K
5
SIS
Sound Income Strategies
Florida
+$11.8K

Top Sellers

1
Jane Street
Jane Street
New York
-$320K
2
UBS Group
UBS Group
Switzerland
-$291K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
1
SMI Advisory Services
Indiana
$185M +$4.27M +174,973 +2%
EWA
2
EverSource Wealth Advisors
Alabama
$7.61M +$127K +5,189 +2%
IA
3
IFP Advisors
Florida
$1.32M +$170K +6,966 +16%
GS
4
GTS Securities
New York
$909K +$866K +35,470 New
SPWM
5
Straight Path Wealth Management
Michigan
$449K – – –
EWA
6
EP Wealth Advisors
California
$444K +$10.9K +448 +3%
TWA
7
TCI Wealth Advisors
Arizona
$287K +$1.22K +50 +0.4%
SIS
8
Sound Income Strategies
Florida
$12.4K +$11.8K +484 New
Jane Street
9
Jane Street
New York
– -$320K -13,260 Closed
UBS Group
10
UBS Group
Switzerland
– -$291K -12,083 Closed