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Main Sector Rotation ETF

18 hedge funds and large institutions have $509M invested in Main Sector Rotation ETF in 2020 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $427M → $509M (+$81.8M)

5.77% more ownership

Funds ownership: 252.88%258.64% (+5.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less funds holding

Funds holding: 2118 (-3)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
18
Holders Change
-3
Holders Change %
-14.29%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
Increased
6
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
1
Orion Portfolio Solutions
Nebraska
$475M +$16.6M +623,273 +4%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$9.14M +$1.4M +52,564 +19%
TC
3
TownSquare Capital
Utah
$5.79M +$4.21M +157,620 +358%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.01M -$4.4M -165,059 -48%
WP
5
WealthPLAN Partners
Nebraska
$3.52M +$991K +37,150 +49%
MM
6
Main Management
California
$2.51M +$53 +2 +0%
AWM
7
AE Wealth Management
Kansas
$2.02M -$550K -20,626 -22%
SS
8
Simplicity Solutions
Minnesota
$1.75M -$383K -14,358 -19%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.21M -$4.71M -176,410 -80%
IA
10
IFP Advisors
Florida
$537K -$62.5K -2,344 -11%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$467K -$50.8K -1,904 -10%
NFG
12
Next Financial Group
Texas
$456K +$24.6K +921 +6%
LPL Financial
13
LPL Financial
California
$433K -$80.5K -3,019 -16%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$274K -$48K -1,798 -16%
GWM
15
Geneos Wealth Management
Colorado
$255K -$8.27K -310 -3%
CFGS
16
Concourse Financial Group Securities
Alabama
$173K -$2.13M -79,770 -93%
AIM
17
Anchor Investment Management
South Carolina
$92.4K
UBS Group
18
UBS Group
Switzerland
$18K -$560 -21 -3%
MAM
19
Meeder Asset Management
Ohio
-$101K -4,163 Closed
WAP
20
Wealthcare Advisory Partners
Pennsylvania
-$13K -526 Closed
GI
21
Gradient Investments
Minnesota
-$10K -421 Closed

SECT Hedge Fund Activity: Q2 2020 in Review

18 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Main Sector Rotation ETF (SECT) for Q2 2020, worth a combined $509M — up 19% from $427M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of SECT and 0 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 6 added.

The largest buyer was Orion Portfolio Solutions, adding an estimated $16.6M. The largest seller was Envestnet Asset Management, cutting an estimated $4.71M.

  • 18 institutional investors held Main Sector Rotation ETF (SECT) as of Q2 2020, down from 21 in Q1 2020.
  • Funds reported $509M of Main Sector Rotation ETF stock for Q2 2020, up 19% quarter-over-quarter.
  • 0 funds opened new Main Sector Rotation ETF positions in Q2 2020 and 3 closed out, a net change of -3 holders.
  • The largest Main Sector Rotation ETF buyer in Q2 2020 was Orion Portfolio Solutions, an estimated $16.6M added.
  • The largest Main Sector Rotation ETF seller in Q2 2020 was Envestnet Asset Management, an estimated $4.71M sold.

Based on aggregated 13F filings for Q2 2020.