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Main Sector Rotation ETF
SECT

66 hedge funds and large institutions have $1.74B invested in Main Sector Rotation ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

6% more funds holding

Funds holding: 62 → 66 (+4)

2% more capital invested

Capital invested by funds: $1.71B → $1.74B (+$29.6M)

1.45% less ownership

Funds ownership: 142.37% → 140.92% (-1.5%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
1.05%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
9
Increased
29
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$22.7M
2
OPS
Orion Portfolio Solutions
Nebraska
+$22.7M
3
MFS
Madrona Financial Services
Washington
+$17.2M
4
LPL Financial
LPL Financial
California
+$6.63M
5
GM
GeoWealth Management
Illinois
+$1.63M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.27M
2
CW
CreativeOne Wealth
Kansas
-$3.99M
3
MA
Mutual Advisors
Nebraska
-$2.86M
4
MSA
McAlister Sweet & Associates
Texas
-$782K
5
Jane Street
Jane Street
New York
-$716K
Name Holding Trade Value Shares
Change 		Change in
Stake
JMPWA
51
JP Morgan Private Wealth Advisors
California
$213K – – –
HI
52
Harbour Investments
Wisconsin
$204K – – –
HGERS
53
Householder Group Estate & Retirement Specialist
Arizona
$131K +$135K +3,117 New
AIM
54
Anchor Investment Management
South Carolina
$123K – – –
CAS
55
Coppell Advisory Solutions
Texas
$115K +$15.2K +350 +13%
Morgan Stanley
56
Morgan Stanley
New York
$90.1K +$56K +1,291 +152%
SWM
57
Spire Wealth Management
Virginia
$60.3K +$42.2K +972 +211%
IPW
58
Impact Partnership Wealth
Georgia
$57.9K +$59.7K +1,375 New
WIM
59
Westside Investment Management
California
$35.1K – – –
IA
60
IFP Advisors
Florida
$28.4K -$13.9K -320 -32%
Legacy Financial Group (Iowa)
61
Legacy Financial Group (Iowa)
Iowa
$27.7K +$28.6K +659 New
UBS Group
62
UBS Group
Switzerland
$25.8K -$6.73K -155 -20%
AF
63
Allworth Financial
California
$14.6K +$43 +1 +0.3%
NA
64
NewEdge Advisors
Louisiana
$14.6K +$15K +346 New
CCP
65
Carmel Capital Partners
California
$3.54K +$3.65K +84 New
Fidelity Investments
66
Fidelity Investments
Massachusetts
$42 -$18.5K -427 -100%
Jane Street
67
Jane Street
New York
– -$716K -16,622 Closed
VWA
68
V Wealth Advisors
Kansas
– -$251K -5,815 Closed
Stifel Financial
69
Stifel Financial
Missouri
– -$207K -4,796 Closed
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
– -$71K -1,648 Closed
1 2
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SECT Hedge Fund Activity: Q3 2023 in Review

66 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Main Sector Rotation ETF (SECT) for Q3 2023, worth a combined $1.74B — up 1.7% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SECT positions and 5 closed out — a net gain of 4 holders — while 29 added to existing stakes and 22 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $22.7M. The largest seller was Envestnet Asset Management, cutting an estimated $8.27M.

  • 66 institutional investors held Main Sector Rotation ETF (SECT) as of Q3 2023, up from 62 in Q2 2023.
  • Funds reported $1.74B of Main Sector Rotation ETF stock for Q3 2023, up 1.7% quarter-over-quarter.
  • 9 funds opened new Main Sector Rotation ETF positions in Q3 2023 and 5 closed out, a net change of +4 holders.
  • The largest Main Sector Rotation ETF buyer in Q3 2023 was Brinker Capital Investments, an estimated $22.7M added.
  • The largest Main Sector Rotation ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $8.27M sold.

Based on aggregated 13F filings for Q3 2023.