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RAA

SMI 3Fourteen REAL Asset Allocation ETF
RAA

14 hedge funds and large institutions have $226M invested in SMI 3Fourteen REAL Asset Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

56% more funds holding

Funds holding: 9 → 14 (+5)

7% more capital invested

Capital invested by funds: $211M → $226M (+$15.4M)

0.34% more ownership

Funds ownership: 43.46% → 43.8% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
14
Holders Change
+5
Holders Change %
+55.56%
% of All Funds
0.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
5
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SAS
SMI Advisory Services
Indiana
+$6.11M
2
EWA
EverSource Wealth Advisors
Alabama
+$716K
3
PAG
Private Advisor Group
New Jersey
+$680K
4
GS
GTS Securities
New York
+$541K
5
JCM
Jacobi Capital Management
Pennsylvania
+$258K

Top Sellers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
-$32.2K
2
UBS Group
UBS Group
Switzerland
-$25K
3
TWA
TCI Wealth Advisors
Arizona
-$4.55K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
1
SMI Advisory Services
Indiana
$209M +$6.11M +221,686 +3%
EWA
2
EverSource Wealth Advisors
Alabama
$10M +$716K +25,984 +8%
GS
3
GTS Securities
New York
$1.65M +$541K +19,637 +49%
IA
4
IFP Advisors
Florida
$1.36M -$32.2K -1,168 -2%
JSL
5
JT Stratford LLC
Georgia
$1.25M +$44.7K +1,622 +4%
PAG
6
Private Advisor Group
New Jersey
$678K +$680K +24,665 New
SPWM
7
Straight Path Wealth Management
Michigan
$511K +$29.5K +1,070 +6%
EWA
8
EP Wealth Advisors
California
$477K +$478K +17,354 New
TWA
9
TCI Wealth Advisors
Arizona
$305K -$4.55K -165 -1%
JCM
10
Jacobi Capital Management
Pennsylvania
$257K +$258K +9,350 New
EWM
11
Evolution Wealth Management
Florida
$60.2K +$60.3K +2,190 New
Morgan Stanley
12
Morgan Stanley
New York
$46.4K +$46.5K +1,687 New
SIS
13
Sound Income Strategies
Florida
$13.6K – – –
BTI
14
Blue Trust Inc
Georgia
$5.42K +$5.43K +197 New
UBS Group
15
UBS Group
Switzerland
– -$25K -922 Closed

RAA Hedge Fund Activity: Q4 2025 in Review

14 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in SMI 3Fourteen REAL Asset Allocation ETF (RAA) for Q4 2025, worth a combined $226M — up 7.3% from $211M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new RAA positions and 1 closed out — a net gain of 5 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was SMI Advisory Services, adding an estimated $6.11M. The largest seller was IFP Advisors, cutting an estimated $32.2K.

  • 14 institutional investors held SMI 3Fourteen REAL Asset Allocation ETF (RAA) as of Q4 2025, up from 9 in Q3 2025.
  • Funds reported $226M of SMI 3Fourteen REAL Asset Allocation ETF stock for Q4 2025, up 7.3% quarter-over-quarter.
  • 6 funds opened new SMI 3Fourteen REAL Asset Allocation ETF positions in Q4 2025 and 1 closed out, a net change of +5 holders.
  • The largest SMI 3Fourteen REAL Asset Allocation ETF buyer in Q4 2025 was SMI Advisory Services, an estimated $6.11M added.
  • The largest SMI 3Fourteen REAL Asset Allocation ETF seller in Q4 2025 was IFP Advisors, an estimated $32.2K sold.

Based on aggregated 13F filings for Q4 2025.