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RAA

SMI 3Fourteen REAL Asset Allocation ETF
RAA

15 hedge funds and large institutions have $234M invested in SMI 3Fourteen REAL Asset Allocation ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

7% more funds holding

Funds holding: 14 → 15 (+1)

4% more capital invested

Capital invested by funds: $226M → $234M (+$8.55M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.41% less ownership

Funds ownership: 43.8% → 43.39% (-0.41%)

Holders
15
Holders Change
+1
Holders Change %
+7.14%
% of All Funds
0.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
7
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAS
SMI Advisory Services
Indiana
+$6.58M
2
EWA
EverSource Wealth Advisors
Alabama
+$3.82M
3
Jane Street
Jane Street
New York
+$1.1M
4
JCM
Jacobi Capital Management
Pennsylvania
+$601K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$287K

Top Sellers

1
GS
GTS Securities
New York
-$1.65M
2
JSL
JT Stratford LLC
Georgia
-$78.4K
3
Morgan Stanley
Morgan Stanley
New York
-$46.4K
4
BTI
Blue Trust Inc
Georgia
-$5.42K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
1
SMI Advisory Services
Indiana
$213M +$6.58M +233,698 +3%
EWA
2
EverSource Wealth Advisors
Alabama
$13.8M +$3.82M +135,580 +37%
IA
3
IFP Advisors
Florida
$1.41M +$42.8K +1,519 +3%
JSL
4
JT Stratford LLC
Georgia
$1.18M -$78.4K -2,783 -6%
Jane Street
5
Jane Street
New York
$1.08M +$1.1M +38,953 New
JCM
6
Jacobi Capital Management
Pennsylvania
$848K +$601K +21,348 +228%
PAG
7
Private Advisor Group
New Jersey
$728K +$48.1K +1,706 +7%
SPWM
8
Straight Path Wealth Management
Michigan
$513K – – –
EWA
9
EP Wealth Advisors
California
$501K +$22.2K +789 +5%
TWA
10
TCI Wealth Advisors
Arizona
$307K +$620 +22 +0.2%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$283K +$287K +10,173 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$270K +$275K +9,778 New
EWM
13
Evolution Wealth Management
Florida
$60.5K – – –
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$49.9K +$51K +1,809 New
SIS
15
Sound Income Strategies
Florida
$13.4K – – –
GS
16
GTS Securities
New York
– -$1.65M -60,021 Closed
Morgan Stanley
17
Morgan Stanley
New York
– -$46.4K -1,687 Closed
BTI
18
Blue Trust Inc
Georgia
– -$5.42K -197 Closed