Main Sector Rotation ETF
SECT
68 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, 34 increasing their positions, 15 reducing their positions, and 12 closing their positions.
127% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 15
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
25% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 12
15% more capital invested
Capital invested by funds: $1.74B → $2.01B (+$270M)
3% more funds holding
Funds holding: 66 → 68 (+2)
4.35% less ownership
Funds ownership: 140.92% → 136.57% (-4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$50M |
| 2 |
LPL Financial
San Diego,
California
|
+$13.4M |
| 3 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$9.24M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$6.16M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$4.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.19M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$3.49M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$3.49M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.54M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$880K |
SECT Hedge Fund Activity: Q4 2023 in Review
68 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Main Sector Rotation ETF (SECT) for Q4 2023, worth a combined $2.01B — up 15% from $1.74B a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SECT positions and 12 closed out — a net gain of 3 holders — while 34 added to existing stakes and 15 trimmed.
The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $50M. The largest seller was Osaic Holdings, cutting an estimated $7.19M.
- 68 institutional investors held Main Sector Rotation ETF (SECT) as of Q4 2023, up from 66 in Q3 2023.
- Funds reported $2.01B of Main Sector Rotation ETF stock for Q4 2023, up 15% quarter-over-quarter.
- 15 funds opened new Main Sector Rotation ETF positions in Q4 2023 and 12 closed out, a net change of +3 holders.
- The largest Main Sector Rotation ETF buyer in Q4 2023 was Integrated Wealth Concepts, an estimated $50M added.
- The largest Main Sector Rotation ETF seller in Q4 2023 was Osaic Holdings, an estimated $7.19M sold.
Based on aggregated 13F filings for Q4 2023.