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Main Sector Rotation ETF
SECT

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: 5 → 6 (+1)

17% more capital invested

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

10% more funds holding

Funds holding: 68 → 75 (+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
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$97.5M
2
CW
CreativeOne Wealth
Kansas
+$9.82M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.12M
4
LPL Financial
LPL Financial
California
+$4.49M
5
EMAM
Encompass More Asset Management
California
+$3.63M

Top Sellers

1
IWC
Integrated Wealth Concepts
Massachusetts
-$3.06M
2
AWM
AE Wealth Management
Kansas
-$1.55M
3
OMC
Old Mission Capital
Illinois
-$1.42M
4
FAIM
Financial Advocates Investment Management
Washington
-$1.28M
5
NA
NewEdge Advisors
Louisiana
-$708K
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%
1
2 3 4

SECT Hedge Fund Activity: Q1 2024 in Review

75 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Main Sector Rotation ETF (SECT) for Q1 2024, worth a combined $2.35B — up 17% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SECT positions and 8 closed out — a net gain of 11 holders — while 29 added to existing stakes and 20 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $97.5M. The largest seller was Integrated Wealth Concepts, cutting an estimated $3.06M.

  • 75 institutional investors held Main Sector Rotation ETF (SECT) as of Q1 2024, up from 68 in Q4 2023.
  • Funds reported $2.35B of Main Sector Rotation ETF stock for Q1 2024, up 17% quarter-over-quarter.
  • 19 funds opened new Main Sector Rotation ETF positions in Q1 2024 and 8 closed out, a net change of +11 holders.
  • The largest Main Sector Rotation ETF buyer in Q1 2024 was Osaic Holdings, an estimated $97.5M added.
  • The largest Main Sector Rotation ETF seller in Q1 2024 was Integrated Wealth Concepts, an estimated $3.06M sold.

Based on aggregated 13F filings for Q1 2024.