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Main Sector Rotation ETF
SECT

68 hedge funds and large institutions have $2.01B invested in Main Sector Rotation ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 15

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

15% more capital invested

Capital invested by funds: $1.74B → $2.01B (+$270M)

3% more funds holding

Funds holding: 66 → 68 (+2)

4.34% less ownership

Funds ownership: 140.92% → 136.58% (-4.3%)

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
0.99%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
15
Increased
34
Reduced
15
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
Integrated Wealth Concepts
Massachusetts
+$50M
2
LPL Financial
LPL Financial
California
+$13.4M
3
SWM
Spire Wealth Management
Virginia
+$9.24M
4
AI
Atria Investments
North Carolina
+$6.16M
5
NA
NewEdge Advisors
Louisiana
+$4.55M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$7.19M
2
BCI
Brinker Capital Investments
Pennsylvania
-$3.49M
3
OPS
Orion Portfolio Solutions
Nebraska
-$3.49M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.54M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$880K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$1.89M +$962K +22,039 +118%
AWM
27
AE Wealth Management
Kansas
$1.55M +$248K +5,680 +21%
OMC
28
Old Mission Capital
Illinois
$1.42M +$651K +14,917 +96%
WEG
29
World Equity Group
Illinois
$1.28M +$565K +12,941 +89%
LCM
30
Lunt Capital Management
Utah
$1.26M +$42.6K +975 +4%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.13M +$7.99K +183 +0.8%
LAM
32
LifePro Asset Management
California
$929K -$20.4K -468 -2%
AWA
33
Arkadios Wealth Advisors
Georgia
$876K -$98.6K -2,259 -11%
IWN
34
Independent Wealth Network
Iowa
$843K -$38.8K -890 -5%
CAN
35
Cetera Advisor Networks
California
$816K +$365K +8,364 +91%
Wells Fargo
36
Wells Fargo
California
$761K -$7.46K -171 -1%
CA
37
Cetera Advisors
Colorado
$635K -$357K -8,179 -37%
FIA
38
Foundations Investment Advisors
Arizona
$630K +$228K +5,222 +64%
ASN
39
Advisory Services Network
Georgia
$614K +$75.2K +1,724 +15%
EFG
40
Ethos Financial Group
Pennsylvania
$560K +$573K +13,133 +193%
IFG
41
Independent Financial Group
California
$554K +$72.7K +1,666 +16%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$506K +$138K +3,172 +41%
CAS
43
Coppell Advisory Solutions
Texas
$474K +$315K +7,222 +243%
SPC
44
Sigma Planning Corp
Michigan
$423K -$209K -4,788 -35%
MML Investors Services
45
MML Investors Services
Massachusetts
$408K +$382K +8,760 New
IGWM
46
ICA Group Wealth Management
Colorado
$382K +$48K +1,099 +15%
PFG
47
Peterson Financial Group
Iowa
$318K -$21.3K -487 -7%
AFG
48
Atomi Financial Group
New York
$318K +$298K +6,826 New
SS
49
Simplicity Solutions
Minnesota
$290K – – –
Morgan Stanley
50
Morgan Stanley
New York
$283K +$172K +3,942 +184%
1
2
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SECT Hedge Fund Activity: Q4 2023 in Review

68 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Main Sector Rotation ETF (SECT) for Q4 2023, worth a combined $2.01B — up 15% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SECT positions and 12 closed out — a net gain of 3 holders — while 34 added to existing stakes and 15 trimmed.

The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $50M. The largest seller was Osaic Holdings, cutting an estimated $7.19M.

  • 68 institutional investors held Main Sector Rotation ETF (SECT) as of Q4 2023, up from 66 in Q3 2023.
  • Funds reported $2.01B of Main Sector Rotation ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 15 funds opened new Main Sector Rotation ETF positions in Q4 2023 and 12 closed out, a net change of +3 holders.
  • The largest Main Sector Rotation ETF buyer in Q4 2023 was Integrated Wealth Concepts, an estimated $50M added.
  • The largest Main Sector Rotation ETF seller in Q4 2023 was Osaic Holdings, an estimated $7.19M sold.

Based on aggregated 13F filings for Q4 2023.