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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
AA
51
Axiom Advisory
California
$282K +$264K +6,050 New
DI
52
DFPG Investments
Utah
$279K -$829 -19 -0.3%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$277K +$260K +5,949 New
SOS
54
Silver Oak Securities
Tennessee
$250K +$235K +5,379 New
MCWS
55
McKinley Carter Wealth Services
West Virginia
$245K +$230K +5,273 New
JP Morgan Chase
56
JP Morgan Chase
New York
$236K +$221K +5,072 New
HI
57
Harbour Investments
Wisconsin
$226K – – –
NRG
58
Nemes Rush Group
Michigan
$215K -$35.4K -812 -15%
HGA
59
Hobbs Group Advisors
South Carolina
$160K +$150K +3,436 New
AIM
60
Anchor Investment Management
South Carolina
$136K – – –
HGERS
61
Householder Group Estate & Retirement Specialist
Arizona
$96K -$45.3K -1,037 -33%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$76K +$70.8K +1,623 New
Fidelity Investments
63
Fidelity Investments
Massachusetts
$39K +$36.5K +837 +83,700%
WIM
64
Westside Investment Management
California
$38.8K – – –
UBS Group
65
UBS Group
Switzerland
$17.5K -$10.3K -237 -39%
GI
66
Gradient Investments
Minnesota
$15.7K +$14.8K +338 New
TVAMP
67
Tennessee Valley Asset Management Partners
Tennessee
$12.9K +$12.1K +277 New
Bank of America
68
Bank of America
North Carolina
$12K +$11.2K +257 New
Citadel Advisors
69
Citadel Advisors
Florida
– -$1.54M -36,685 Closed
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
– -$880K -20,915 Closed
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
– -$548K -13,012 Closed
SB
72
Strategic Blueprint
Georgia
– -$463K -10,998 Closed
KP
73
Keel Point
Alabama
– -$427K -10,156 Closed
PWG
74
Portside Wealth Group
Utah
– -$425K -10,126 Closed
EWA
75
EverSource Wealth Advisors
Alabama
– -$405K -9,620 Closed
1 2
3
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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.