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Main Sector Rotation ETF

66 hedge funds and large institutions have $1.74B invested in Main Sector Rotation ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

6% more funds holding

Funds holding: 6266 (+4)

2% more capital invested

Capital invested by funds: $1.71B → $1.74B (+$29.6M)

1.45% less ownership

Funds ownership: 142.37%140.92% (-1.5%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
1.05%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
9
Increased
29
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$771M +$22.7M +522,520 +3%
OPS
2
Orion Portfolio Solutions
Nebraska
$771M +$22.7M +522,520 +3%
Osaic Holdings
3
Osaic Holdings
Arizona
$23.2M +$537K +12,371 +2%
MFS
4
Madrona Financial Services
Washington
$20.2M +$17.2M +396,660 +478%
TC
5
TownSquare Capital
Utah
$20M +$775K +17,846 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$19.2M -$8.27M -190,419 -29%
MM
7
Main Management
California
$16.7M +$360K +8,288 +2%
LPL Financial
8
LPL Financial
California
$15.9M +$6.63M +152,838 +68%
GM
9
GeoWealth Management
Illinois
$14.3M +$1.63M +37,528 +12%
WP
10
WealthPLAN Partners
Nebraska
$11.6M -$5.08K -117 -0%
Envestnet Portfolio Solutions
11
Envestnet Portfolio Solutions
Illinois
$10.2M +$10.5M +241,791 New
AWS
12
Atria Wealth Solutions
New York
$10.1M +$1.45M +33,496 +16%
MA
13
Mutual Advisors
Nebraska
$5.29M -$2.86M -65,901 -34%
AI
14
Atria Investments
North Carolina
$3.21M +$1.63M +37,493 +97%
CW
15
CreativeOne Wealth
Kansas
$2.7M -$3.99M -91,938 -59%
MSA
16
McAlister Sweet & Associates
Texas
$2.23M -$782K -18,027 -25%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.96M -$525K -12,090 -21%
AAS
18
Avantax Advisory Services
Texas
$1.8M +$537K +12,376 +41%
FAIM
19
Financial Advocates Investment Management
Washington
$1.68M +$470K +10,829 +37%
Citadel Advisors
20
Citadel Advisors
Florida
$1.54M +$519K +11,953 +48%
FA
21
Fiduciary Alliance
South Carolina
$1.29M -$608 -14 -0%
AWM
22
AE Wealth Management
Kansas
$1.13M +$144K +3,317 +14%
WEG
23
World Equity Group
Illinois
$1.11M -$568K -13,086 -47%
LCM
24
Lunt Capital Management
Utah
$1.1M +$97.3K +2,241 +9%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.01M +$150K +3,447 +17%