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Main Sector Rotation ETF
SECT

43 hedge funds and large institutions have $685M invested in Main Sector Rotation ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

13% more funds holding

Funds holding: 38 → 43 (+5)

3.19% more ownership

Funds ownership: 273.59% → 276.79% (+3.2%)

1% less capital invested

Capital invested by funds: $692M → $685M (-$6.74M)

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
16
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
CreativeOne Wealth
Kansas
+$4.16M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.83M
3
LPL Financial
LPL Financial
California
+$2.66M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.54M
5
OMC
Old Mission Capital
Illinois
+$967K

Top Sellers

1
OPS
Orion Portfolio Solutions
Nebraska
-$11M
2
MA
Mutual Advisors
Nebraska
-$3.77M
3
AF
Advisornet Financial
Minnesota
-$732K
4
EWA
EverSource Wealth Advisors
Alabama
-$614K
5
AWM
Axxcess Wealth Management
California
-$401K
Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
1
Orion Portfolio Solutions
Nebraska
$599M -$11M -287,662 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.3M +$2.83M +73,691 +19%
Osaic Holdings
3
Osaic Holdings
Arizona
$14.6M +$1.54M +40,160 +11%
WIM
4
WealthPlan Investment Management
Nebraska
$10.3M +$10M +260,954 New
MA
5
Mutual Advisors
Nebraska
$4.73M -$3.77M -98,226 -42%
MM
6
Main Management
California
$4.42M +$19.1K +498 +0.4%
LPL Financial
7
LPL Financial
California
$4.2M +$2.66M +69,350 +142%
AWS
8
Atria Wealth Solutions
New York
$4.16M +$484K +12,615 +12%
CW
9
CreativeOne Wealth
Kansas
$3.85M +$4.16M +108,424 New
BAM
10
Belpointe Asset Management
Nevada
$3.37M +$364K +9,471 +11%
MSA
11
McAlister Sweet & Associates
Texas
$2.6M +$16.5K +430 +0.6%
SI
12
SimpliFi Inc
California
$2.23M +$34.6K +902 +1%
Jane Street
13
Jane Street
New York
$1.88M +$568K +14,809 +39%
APA
14
Astoria Portfolio Advisors
New York
$1.57M +$240K +6,254 +17%
CFGS
15
Concourse Financial Group Securities
Alabama
$1.35M – – –
OMC
16
Old Mission Capital
Illinois
$895K +$967K +25,193 New
AWM
17
AE Wealth Management
Kansas
$892K -$11.7K -305 -1%
GWM
18
Geneos Wealth Management
Colorado
$812K +$14.7K +382 +2%
FAIM
19
Financial Advocates Investment Management
Washington
$704K +$639K +16,637 New
AWA
20
Arkadios Wealth Advisors
Georgia
$677K +$14K +365 +2%
IWN
21
Independent Wealth Network
Iowa
$675K +$50.3K +1,310 +7%
FHA
22
Flagship Harbor Advisors
Massachusetts
$618K +$206K +5,375 +45%
Wells Fargo
23
Wells Fargo
California
$537K -$25.5K -664 -4%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$536K +$98.1K +2,555 +20%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$396K -$6.26K -163 -1%
1
2

SECT Hedge Fund Activity: Q3 2022 in Review

43 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Main Sector Rotation ETF (SECT) for Q3 2022, worth a combined $685M — down 0.97% from $692M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SECT positions and 4 closed out — a net gain of 5 holders — while 16 added to existing stakes and 10 trimmed.

The largest buyer was CreativeOne Wealth, opening a new position worth an estimated $4.16M. The largest seller was Orion Portfolio Solutions, cutting an estimated $11M.

  • 43 institutional investors held Main Sector Rotation ETF (SECT) as of Q3 2022, up from 38 in Q2 2022.
  • Funds reported $685M of Main Sector Rotation ETF stock for Q3 2022, down 0.97% quarter-over-quarter.
  • 9 funds opened new Main Sector Rotation ETF positions in Q3 2022 and 4 closed out, a net change of +5 holders.
  • The largest Main Sector Rotation ETF buyer in Q3 2022 was CreativeOne Wealth, an estimated $4.16M added.
  • The largest Main Sector Rotation ETF seller in Q3 2022 was Orion Portfolio Solutions, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2022.