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Main Sector Rotation ETF
SECT

75 hedge funds and large institutions have $2.35B invested in Main Sector Rotation ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

17% more capital invested

Capital invested by funds: $2.01B → $2.35B (+$338M)

10% more funds holding

Funds holding: 68 → 75 (+7)

4.9% more ownership

Funds ownership: 136.58% → 141.48% (+4.9%)

Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
1.08%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
19
Increased
29
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$97.5M
2
CW
CreativeOne Wealth
Kansas
+$9.82M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.12M
4
LPL Financial
LPL Financial
California
+$4.49M
5
EMAM
Encompass More Asset Management
California
+$3.63M

Top Sellers

1
IWC
Integrated Wealth Concepts
Massachusetts
-$3.06M
2
AWM
AE Wealth Management
Kansas
-$1.55M
3
OMC
Old Mission Capital
Illinois
-$1.42M
4
FAIM
Financial Advocates Investment Management
Washington
-$1.28M
5
NA
NewEdge Advisors
Louisiana
-$708K
Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
51
Diversify Advisory Services
Utah
$389K +$373K +7,743 New
SW
52
Simplicity Wealth
New Jersey
$389K +$372K +7,719 New
PFG
53
Peterson Financial Group
Iowa
$340K -$4.14K -86 -1%
AA
54
Axiom Advisory
California
$305K – – –
EFG
55
Ethos Financial Group
Pennsylvania
$302K -$672K -13,957 -70%
Wells Fargo
56
Wells Fargo
California
$293K -$507K -10,522 -64%
Citadel Advisors
57
Citadel Advisors
Florida
$292K +$279K +5,803 New
JP Morgan Chase
58
JP Morgan Chase
New York
$256K – – –
HI
59
Harbour Investments
Wisconsin
$245K – – –
ACA
60
Aptus Capital Advisors
Alabama
$232K +$221K +4,597 New
FHA
61
Flagship Harbor Advisors
Massachusetts
$229K +$219K +4,541 New
FPAS
62
Focus Partners Advisor Solutions
Missouri
$204K +$195K +4,041 New
SOS
63
Silver Oak Securities
Tennessee
$195K -$73K -1,516 -28%
AIM
64
Anchor Investment Management
South Carolina
$167K +$19.3K +400 +14%
EWA
65
EverSource Wealth Advisors
Alabama
$155K +$156K +3,232 New
NRG
66
Nemes Rush Group
Michigan
$145K -$84.7K -1,759 -38%
Morgan Stanley
67
Morgan Stanley
New York
$108K -$190K -3,941 -65%
HGERS
68
Householder Group Estate & Retirement Specialist
Arizona
$105K – – –
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$82K – – –
US Bancorp
70
US Bancorp
Minnesota
$65.5K +$62.6K +1,300 New
RFA
71
Register Financial Advisors
Georgia
$50.4K +$48.1K +1,000 New
FHA
72
First Horizon Advisors
Tennessee
$48.9K +$46.7K +970 New
WIM
73
Westside Investment Management
California
$42K – – –
GI
74
Gradient Investments
Minnesota
$17K – – –
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$10.5K +$10K +208 New
1 2
3
4

SECT Hedge Fund Activity: Q1 2024 in Review

75 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Main Sector Rotation ETF (SECT) for Q1 2024, worth a combined $2.35B — up 17% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SECT positions and 8 closed out — a net gain of 11 holders — while 29 added to existing stakes and 20 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $97.5M. The largest seller was Integrated Wealth Concepts, cutting an estimated $3.06M.

  • 75 institutional investors held Main Sector Rotation ETF (SECT) as of Q1 2024, up from 68 in Q4 2023.
  • Funds reported $2.35B of Main Sector Rotation ETF stock for Q1 2024, up 17% quarter-over-quarter.
  • 19 funds opened new Main Sector Rotation ETF positions in Q1 2024 and 8 closed out, a net change of +11 holders.
  • The largest Main Sector Rotation ETF buyer in Q1 2024 was Osaic Holdings, an estimated $97.5M added.
  • The largest Main Sector Rotation ETF seller in Q1 2024 was Integrated Wealth Concepts, an estimated $3.06M sold.

Based on aggregated 13F filings for Q1 2024.