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Main Sector Rotation ETF

52 hedge funds and large institutions have $1.53B invested in Main Sector Rotation ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more capital invested

Capital invested by funds: $784M → $1.53B (+$745M)

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

57.64% more ownership

Funds ownership: 78.94%136.58% (+58%)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

8% more funds holding

Funds holding: 4852 (+4)

Holders
52
Holders Change
+4
Holders Change %
+8.33%
% of All Funds
0.83%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
14
Increased
23
Reduced
12
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWN
26
Independent Wealth Network
Iowa
$736K -$7.53K -186 -1%
AAS
27
Avantax Advisory Services
Texas
$610K +$608K +15,022 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$589K -$273K -6,733 -32%
CAN
29
Cetera Advisor Networks
California
$509K +$38.8K +958 +8%
SB
30
Strategic Blueprint
Georgia
$497K +$274K +6,774 +124%
VWA
31
V Wealth Advisors
Kansas
$450K +$449K +11,084 New
GM
32
GeoWealth Management
Illinois
$419K +$418K +10,334 New
OMC
33
Old Mission Capital
Illinois
$337K -$197K -4,861 -37%
WEG
34
World Equity Group
Illinois
$314K +$36K +888 +3%
PFG
35
Peterson Financial Group
Iowa
$308K -$22.8K -564 -7%
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$291K -$60.2K -1,488 -17%
SS
37
Simplicity Solutions
Minnesota
$277K
AFA
38
Atlas Financial Advisors
California
$252K +$251K +6,196 New
HGERS
39
Householder Group Estate & Retirement Specialist
Arizona
$232K +$232K +5,720 New
FIA
40
Foundations Investment Advisors
Arizona
$213K +$212K +5,245 New
Ameriprise
41
Ameriprise
Minnesota
$203K +$203K +5,011 New
HI
42
Harbour Investments
Wisconsin
$197K -$98.3K -2,429 -33%
AIM
43
Anchor Investment Management
South Carolina
$118K +$2.02K +50 +2%
AssetMark Inc
44
AssetMark Inc
California
$116K +$115K +2,850 New
Morgan Stanley
45
Morgan Stanley
New York
$58.9K +$24.4K +602 +71%
IA
46
IFP Advisors
Florida
$44.7K -$8.1K -200 -11%
NA
47
NewEdge Advisors
Louisiana
$41.7K
Bessemer Group
48
Bessemer Group
New Jersey
$35K +$35.3K +871 New
SWM
49
Spire Wealth Management
Virginia
$18.7K +$40 +1 +0.2%
AF
50
Allworth Financial
California
$14K +$14K +346 New

SECT Hedge Fund Activity: Q1 2023 in Review

52 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Main Sector Rotation ETF (SECT) for Q1 2023, worth a combined $1.53B — up 95% from $784M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SECT positions and 10 closed out — a net gain of 4 holders — while 23 added to existing stakes and 12 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $696M. The largest seller was WealthPlan Investment Management, exiting entirely with an estimated $11.2M sold.

  • 52 institutional investors held Main Sector Rotation ETF (SECT) as of Q1 2023, up from 48 in Q4 2022.
  • Funds reported $1.53B of Main Sector Rotation ETF stock for Q1 2023, up 95% quarter-over-quarter.
  • 14 funds opened new Main Sector Rotation ETF positions in Q1 2023 and 10 closed out, a net change of +4 holders.
  • The largest Main Sector Rotation ETF buyer in Q1 2023 was Brinker Capital Investments, an estimated $696M added.
  • The largest Main Sector Rotation ETF seller in Q1 2023 was WealthPlan Investment Management, an estimated $11.2M sold.

Based on aggregated 13F filings for Q1 2023.