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Main Sector Rotation ETF

62 hedge funds and large institutions have $1.71B invested in Main Sector Rotation ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more funds holding

Funds holding: 5262 (+10)

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

12% more capital invested

Capital invested by funds: $1.53B → $1.71B (+$185M)

5.8% more ownership

Funds ownership: 136.58%142.37% (+5.8%)

Holders
62
Holders Change
+10
Holders Change %
+19.23%
% of All Funds
0.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
17
Increased
21
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$767M +$25.5M +619,643 +4%
OPS
2
Orion Portfolio Solutions
Nebraska
$767M +$25.5M +619,643 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$27.8M +$2.75M +66,807 +12%
Osaic Holdings
4
Osaic Holdings
Arizona
$23.2M -$3.75M -90,975 -14%
TC
5
TownSquare Capital
Utah
$19.7M +$12.9M +312,135 +214%
MM
6
Main Management
California
$16.8M -$172K -4,181 -1%
GM
7
GeoWealth Management
Illinois
$13M +$12M +290,698 +2,813%
WP
8
WealthPLAN Partners
Nebraska
$11.8M +$281K +6,821 +3%
LPL Financial
9
LPL Financial
California
$9.67M +$1.45M +35,122 +19%
AWS
10
Atria Wealth Solutions
New York
$8.92M +$1.59M +38,617 +23%
MA
11
Mutual Advisors
Nebraska
$8.26M +$1.05M +25,467 +15%
CW
12
CreativeOne Wealth
Kansas
$6.72M +$1.68M +40,646 +35%
MFS
13
Madrona Financial Services
Washington
$3.57M +$2.54M +61,573 +289%
MSA
14
McAlister Sweet & Associates
Texas
$3.06M -$153K -3,720 -5%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$2.53M +$1.35M +32,766 +127%
AI
16
Atria Investments
North Carolina
$1.67M +$250K +6,056 +19%
FA
17
Fiduciary Alliance
South Carolina
$1.32M -$1.44K -35 -0.1%
AAS
18
Avantax Advisory Services
Texas
$1.31M +$631K +15,302 +102%
FAIM
19
Financial Advocates Investment Management
Washington
$1.25M +$224K +5,423 +23%
WEG
20
World Equity Group
Illinois
$1.19M -$215K -5,212 -16%
Citadel Advisors
21
Citadel Advisors
Florida
$1.07M +$1.02M +24,732 New
CA
22
Cetera Advisors
Colorado
$1.04M -$111K -2,681 -10%
LCM
23
Lunt Capital Management
Utah
$1.03M +$984K +23,867 New
AWM
24
AE Wealth Management
Kansas
$1.02M -$19K -461 -2%
AWA
25
Arkadios Wealth Advisors
Georgia
$926K -$81K -1,964 -8%