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Main Sector Rotation ETF

67 hedge funds and large institutions have $2.01B invested in Main Sector Rotation ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 12 closing their positions.

Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
0.98%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
15
Increased
33
Reduced
15
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCI
1
Brinker Capital Investments
Pennsylvania
$843M 18,248,717 -79,912 -0.4%
OPS
2
Orion Portfolio Solutions
Nebraska
$843M 18,248,717 -79,912 -0.4%
IWC
3
Integrated Wealth Concepts
Massachusetts
$53.3M 1,145,374 +1,145,374 New
LPL Financial
4
LPL Financial
California
$31.8M 684,116 +306,778 +81%
TC
5
TownSquare Capital
Utah
$24.5M 526,930 +51,130 +11%
MFS
6
Madrona Financial Services
Washington
$24.1M 518,058 +38,494 +8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$20.7M 445,465 -10,087 -2%
MM
8
Main Management
California
$18.6M 399,444 +1,961 +0.5%
Osaic Holdings
9
Osaic Holdings
Arizona
$18M 385,963 -164,667 -30%
GM
10
GeoWealth Management
Illinois
$15.8M 339,156 +596 +0.2%
AWS
11
Atria Wealth Solutions
New York
$15.2M 325,788 +85,697 +36%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$13.2M 283,493 +41,702 +17%
WP
13
WealthPLAN Partners
Nebraska
$13.1M 280,350 +5,853 +2%
AI
14
Atria Investments
North Carolina
$10.1M 217,326 +141,078 +185%
SWM
15
Spire Wealth Management
Virginia
$9.99M 213,245 +211,812 +14,781%
MA
16
Mutual Advisors
Nebraska
$6.21M 133,500 +7,795 +6%
MSA
17
McAlister Sweet & Associates
Texas
$6.13M 131,681 +78,583 +148%
CW
18
CreativeOne Wealth
Kansas
$5.38M 115,579 +51,463 +80%
NA
19
NewEdge Advisors
Louisiana
$4.94M 104,616 +104,270 +30,136%
EMAM
20
Encompass More Asset Management
California
$3.44M 73,891 +73,891 New
AAS
21
Avantax Advisory Services
Texas
$3.37M 72,336 +29,636 +69%
FFA
22
Florida Financial Advisors
Florida
$2.75M 59,143 +59,143 New
FA
23
Fiduciary Alliance
South Carolina
$2.47M 53,150 +22,423 +73%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$2.25M 48,324 +1,753 +4%
FAIM
25
Financial Advocates Investment Management
Washington
$1.9M 40,814 +900 +2%