We are live on ! Find out more
SECT icon

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.

New
Increased
Maintained
Reduced
Closed

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)

4.34% less ownership

Funds ownership: 140.92% → 136.58% (-4.3%)

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
0.99%
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
34
Reduced
15
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
Integrated Wealth Concepts
Massachusetts
+$50M
2
LPL Financial
LPL Financial
California
+$13.4M
3
SWM
Spire Wealth Management
Virginia
+$9.24M
4
AI
Atria Investments
North Carolina
+$6.16M
5
NA
NewEdge Advisors
Louisiana
+$4.55M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$7.19M
2
BCI
Brinker Capital Investments
Pennsylvania
-$3.49M
3
OPS
Orion Portfolio Solutions
Nebraska
-$3.49M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.54M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$880K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$843M -$3.49M -79,912 -0.4%
OPS
2
Orion Portfolio Solutions
Nebraska
$843M -$3.49M -79,912 -0.4%
IWC
3
Integrated Wealth Concepts
Massachusetts
$53.3M +$50M +1,145,374 New
LPL Financial
4
LPL Financial
California
$31.8M +$13.4M +306,778 +81%
TC
5
TownSquare Capital
Utah
$24.5M +$2.23M +51,130 +11%
MFS
6
Madrona Financial Services
Washington
$24.1M +$1.68M +38,494 +8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$20.7M -$440K -10,087 -2%
MM
8
Main Management
California
$18.6M +$85.6K +1,961 +0.5%
Osaic Holdings
9
Osaic Holdings
Arizona
$18M -$7.19M -164,667 -30%
GM
10
GeoWealth Management
Illinois
$15.8M +$26K +596 +0.2%
AWS
11
Atria Wealth Solutions
New York
$15.2M +$3.74M +85,697 +36%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$13.2M +$1.82M +41,702 +17%
WP
13
WealthPLAN Partners
Nebraska
$13.1M +$255K +5,853 +2%
AI
14
Atria Investments
North Carolina
$10.1M +$6.16M +141,078 +185%
SWM
15
Spire Wealth Management
Virginia
$9.99M +$9.24M +211,812 +14,781%
MA
16
Mutual Advisors
Nebraska
$6.21M +$340K +7,795 +6%
MSA
17
McAlister Sweet & Associates
Texas
$6.13M +$3.43M +78,583 +148%
CW
18
CreativeOne Wealth
Kansas
$5.38M +$2.25M +51,463 +80%
NA
19
NewEdge Advisors
Louisiana
$4.94M +$4.55M +104,270 +30,136%
EMAM
20
Encompass More Asset Management
California
$3.44M +$3.22M +73,891 New
AAS
21
Avantax Advisory Services
Texas
$3.37M +$1.29M +29,636 +69%
FFA
22
Florida Financial Advisors
Florida
$2.75M +$2.58M +59,143 New
FA
23
Fiduciary Alliance
South Carolina
$2.47M +$979K +22,423 +73%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$2.25M +$76.5K +1,753 +4%
FAIM
25
Financial Advocates Investment Management
Washington
$1.9M +$39.3K +900 +2%
1
2 3 4

SECT Hedge Fund Activity: Q4 2023 in Review

68 of the 6,859 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.