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RAA

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
9
Holders Change
+1
Holders Change %
+12.5%
% of All Funds
0.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
4
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JSL
JT Stratford LLC
Georgia
+$1.15M
2
EWA
EverSource Wealth Advisors
Alabama
+$1.08M
3
SAS
SMI Advisory Services
Indiana
+$269K
4
GS
GTS Securities
New York
+$129K
5
UBS Group
UBS Group
Switzerland
+$24.3K

Top Sellers

1
IA
IFP Advisors
Florida
-$23K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
1
SMI Advisory Services
Indiana
$197M +$269K +10,220 +0.1%
EWA
2
EverSource Wealth Advisors
Alabama
$9.17M +$1.08M +40,863 +14%
IA
3
IFP Advisors
Florida
$1.38M -$23K -874 -2%
JSL
4
JT Stratford LLC
Georgia
$1.19M +$1.15M +43,821 New
GS
5
GTS Securities
New York
$1.1M +$129K +4,914 +14%
SPWM
6
Straight Path Wealth Management
Michigan
$475K – – –
TWA
7
TCI Wealth Advisors
Arizona
$306K +$1.4K +53 +0.5%
UBS Group
8
UBS Group
Switzerland
$25K +$24.3K +922 New
SIS
9
Sound Income Strategies
Florida
$13.3K – – –