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Main Sector Rotation ETF

52 hedge funds and large institutions have $1.53B invested in Main Sector Rotation ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more capital invested

Capital invested by funds: $784M → $1.53B (+$745M)

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

57.64% more ownership

Funds ownership: 78.94%136.58% (+58%)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

8% more funds holding

Funds holding: 4852 (+4)

Holders
52
Holders Change
+4
Holders Change %
+8.33%
% of All Funds
0.83%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
14
Increased
23
Reduced
12
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
1
Orion Portfolio Solutions
Nebraska
$698M -$70.7K -1,745 -0%
BCI
2
Brinker Capital Investments
Pennsylvania
$698M +$696M +17,186,466 New
Osaic Holdings
3
Osaic Holdings
Arizona
$25.5M +$6.48M +160,095 +34%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.5M +$2.85M +70,284 +14%
MM
5
Main Management
California
$16M +$10.8M +266,118 +209%
WP
6
WealthPLAN Partners
Nebraska
$10.9M +$27.2K +671 +0.3%
LPL Financial
7
LPL Financial
California
$7.69M +$1.07M +26,463 +16%
AWS
8
Atria Wealth Solutions
New York
$6.83M +$628K +15,500 +10%
MA
9
Mutual Advisors
Nebraska
$6.75M -$496K -12,248 -7%
TC
10
TownSquare Capital
Utah
$5.92M +$4.2M +103,760 +247%
CW
11
CreativeOne Wealth
Kansas
$4.69M -$462K -11,414 -9%
BAM
12
Belpointe Asset Management
Nevada
$4.21M +$87.7K +2,165 +2%
MSA
13
McAlister Sweet & Associates
Texas
$3.04M +$52.2K +1,289 +2%
AI
14
Atria Investments
North Carolina
$1.33M -$403K -9,954 -23%
FA
15
Fiduciary Alliance
South Carolina
$1.25M +$2.1K +52 +0.2%
CA
16
Cetera Advisors
Colorado
$1.09M +$60.9K +1,504 +6%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.05M +$235K +5,794 +29%
AWM
18
AE Wealth Management
Kansas
$977K -$28.2K -696 -3%
FAIM
19
Financial Advocates Investment Management
Washington
$961K +$229K +5,665 +31%
AWA
20
Arkadios Wealth Advisors
Georgia
$952K +$7.33K +181 +0.8%
GWM
21
Geneos Wealth Management
Colorado
$925K +$11.3K +279 +1%
LAM
22
LifePro Asset Management
California
$914K +$954K +23,562 New
MFS
23
Madrona Financial Services
Washington
$866K +$864K +21,331 New
Wells Fargo
24
Wells Fargo
California
$809K +$150K +3,706 +23%
ASN
25
Advisory Services Network
Georgia
$772K +$685K +16,915 +805%

SECT Hedge Fund Activity: Q1 2023 in Review

52 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Main Sector Rotation ETF (SECT) for Q1 2023, worth a combined $1.53B — up 95% from $784M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SECT positions and 10 closed out — a net gain of 4 holders — while 23 added to existing stakes and 12 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $696M. The largest seller was WealthPlan Investment Management, exiting entirely with an estimated $11.2M sold.

  • 52 institutional investors held Main Sector Rotation ETF (SECT) as of Q1 2023, up from 48 in Q4 2022.
  • Funds reported $1.53B of Main Sector Rotation ETF stock for Q1 2023, up 95% quarter-over-quarter.
  • 14 funds opened new Main Sector Rotation ETF positions in Q1 2023 and 10 closed out, a net change of +4 holders.
  • The largest Main Sector Rotation ETF buyer in Q1 2023 was Brinker Capital Investments, an estimated $696M added.
  • The largest Main Sector Rotation ETF seller in Q1 2023 was WealthPlan Investment Management, an estimated $11.2M sold.

Based on aggregated 13F filings for Q1 2023.