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Main Sector Rotation ETF

75 hedge funds and large institutions have $2.35B invested in Main Sector Rotation ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more capital invested

Capital invested by funds: $2.01B → $2.35B (+$338M)

10% more funds holding

Funds holding: 6875 (+7)

4.9% more ownership

Funds ownership: 136.58%141.48% (+4.9%)

Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
1.08%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
19
Increased
29
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$919M -$414K -8,594 -0%
OPS
2
Orion Portfolio Solutions
Nebraska
$919M -$414K -8,594 -0%
Osaic Holdings
3
Osaic Holdings
Arizona
$121M +$97.5M +2,024,828 +525%
IWC
4
Integrated Wealth Concepts
Massachusetts
$54.5M -$3.06M -63,495 -6%
LPL Financial
5
LPL Financial
California
$39.2M +$4.49M +93,206 +14%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$32M +$9.12M +189,455 +43%
TC
7
TownSquare Capital
Utah
$28.7M +$2.04M +42,396 +8%
MFS
8
Madrona Financial Services
Washington
$27M +$898K +18,652 +4%
MM
9
Main Management
California
$21.4M +$1.18M +24,591 +6%
GM
10
GeoWealth Management
Illinois
$19.4M +$2.19M +45,389 +13%
AWS
11
Atria Wealth Solutions
New York
$17.8M +$1.34M +27,736 +9%
CW
12
CreativeOne Wealth
Kansas
$16.1M +$9.82M +203,881 +176%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$14.9M +$563K +11,683 +4%
WP
14
WealthPLAN Partners
Nebraska
$14.1M -$10.5K -219 -0.1%
GWM
15
Gibbs Wealth Management
Georgia
$12.9M +$12.3M +256,035 New
AI
16
Atria Investments
North Carolina
$11.1M +$117K +2,440 +1%
SWM
17
Spire Wealth Management
Virginia
$10.9M +$115K +2,387 +1%
MA
18
Mutual Advisors
Nebraska
$9.79M +$2.93M +60,771 +46%
EMAM
19
Encompass More Asset Management
California
$7.52M +$3.63M +75,454 +102%
MSA
20
McAlister Sweet & Associates
Texas
$6.22M -$394K -8,178 -6%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$5.17M +$2.61M +54,228 +112%
NA
22
NewEdge Advisors
Louisiana
$4.53M -$708K -14,706 -14%
AAS
23
Avantax Advisory Services
Texas
$4.45M +$770K +15,983 +22%
SPC
24
Sigma Planning Corp
Michigan
$3.07M +$2.49M +51,795 +570%
FA
25
Fiduciary Alliance
South Carolina
$2.77M +$93.6K +1,943 +4%