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Main Sector Rotation ETF

38 hedge funds and large institutions have $692M invested in Main Sector Rotation ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

7% less funds holding

Funds holding: 4138 (-3)

12.85% less ownership

Funds ownership: 286.44%273.59% (-13%)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

18% less capital invested

Capital invested by funds: $845M → $692M (-$154M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
38
Holders Change
-3
Holders Change %
-7.32%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
13
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
1
Orion Portfolio Solutions
Nebraska
$624M -$18.3M -466,851 -3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14M +$353K +9,007 +2%
Osaic Holdings
3
Osaic Holdings
Arizona
$13.5M +$2.01M +51,259 +16%
MA
4
Mutual Advisors
Nebraska
$8.42M +$1.16M +29,530 +15%
MM
5
Main Management
California
$4.51M -$60.2K -1,536 -1%
AWS
6
Atria Wealth Solutions
New York
$3.79M +$225K +5,744 +6%
BAM
7
Belpointe Asset Management
Nevada
$3.1M +$73.5K +1,874 +2%
MSA
8
McAlister Sweet & Associates
Texas
$2.65M -$99.4K -2,535 -3%
SI
9
SimpliFi Inc
California
$2.25M +$22K +560 +0.9%
LPL Financial
10
LPL Financial
California
$1.77M +$930K +23,725 +95%
CFGS
11
Concourse Financial Group Securities
Alabama
$1.39M +$4.86K +124 +0.3%
Jane Street
12
Jane Street
New York
$1.38M +$1.49M +37,942 New
APA
13
Astoria Portfolio Advisors
New York
$1.38M +$1.48M +37,847 New
AWM
14
AE Wealth Management
Kansas
$924K -$180K -4,579 -15%
GWM
15
Geneos Wealth Management
Colorado
$821K -$23.3K -594 -3%
AF
16
Advisornet Financial
Minnesota
$732K +$33.4K +851 +4%
SPC
17
Sigma Planning Corp
Michigan
$687K -$1.08M -27,576 -59%
AWA
18
Arkadios Wealth Advisors
Georgia
$679K +$78 +2 +0%
IWN
19
Independent Wealth Network
Iowa
$643K -$18.2K -463 -3%
EWA
20
EverSource Wealth Advisors
Alabama
$581K +$627K +15,988 New
Wells Fargo
21
Wells Fargo
California
$573K -$1.31M -33,521 -68%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$456K +$14.3K +365 +3%
FHA
23
Flagship Harbor Advisors
Massachusetts
$437K +$471K +12,023 New
MAM
24
Meeder Asset Management
Ohio
$423K +$65.3K +1,665 +17%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$411K

SECT Hedge Fund Activity: Q2 2022 in Review

38 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Main Sector Rotation ETF (SECT) for Q2 2022, worth a combined $692M — down 18% from $845M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of SECT and 6 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 13 added.

The largest buyer was Osaic Holdings, adding an estimated $2.01M. The largest seller was Orion Portfolio Solutions, cutting an estimated $18.3M.

  • 38 institutional investors held Main Sector Rotation ETF (SECT) as of Q2 2022, down from 41 in Q1 2022.
  • Funds reported $692M of Main Sector Rotation ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 6 funds opened new Main Sector Rotation ETF positions in Q2 2022 and 7 closed out, a net change of -1 holder.
  • The largest Main Sector Rotation ETF buyer in Q2 2022 was Osaic Holdings, an estimated $2.01M added.
  • The largest Main Sector Rotation ETF seller in Q2 2022 was Orion Portfolio Solutions, an estimated $18.3M sold.

Based on aggregated 13F filings for Q2 2022.