SMI 3Fourteen REAL Asset Allocation ETF
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.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
13% more funds holding
Funds holding: 8 → 9 (+1)
7% more capital invested
Capital invested by funds: $196M → $211M (+$14.1M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.91% less ownership
Funds ownership: 44.37% → 43.46% (-0.91%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSL
JT Stratford LLC
Gainesville,
Georgia
|
+$1.15M |
| 2 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$1.08M |
| 3 |
SAS
SMI Advisory Services
Columbus,
Indiana
|
+$269K |
| 4 |
GS
GTS Securities
Miami,
Florida
|
+$129K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$24.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$23K |
RAA Hedge Fund Activity: Q3 2025 in Review
9 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in SMI 3Fourteen REAL Asset Allocation ETF (RAA) for Q3 2025, worth a combined $211M — up 7.2% from $196M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new RAA positions and 0 closed out — a net gain of 2 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was JT Stratford LLC, opening a new position worth an estimated $1.15M. The largest seller was IFP Advisors, cutting an estimated $23K.
- 9 institutional investors held SMI 3Fourteen REAL Asset Allocation ETF (RAA) as of Q3 2025, up from 8 in Q2 2025.
- Funds reported $211M of SMI 3Fourteen REAL Asset Allocation ETF stock for Q3 2025, up 7.2% quarter-over-quarter.
- 2 funds opened new SMI 3Fourteen REAL Asset Allocation ETF positions in Q3 2025 and 0 closed out, a net change of +2 holders.
- The largest SMI 3Fourteen REAL Asset Allocation ETF buyer in Q3 2025 was JT Stratford LLC, an estimated $1.15M added.
- The largest SMI 3Fourteen REAL Asset Allocation ETF seller in Q3 2025 was IFP Advisors, an estimated $23K sold.
Based on aggregated 13F filings for Q3 2025.