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Main Sector Rotation ETF
SECT

86 hedge funds and large institutions have $2.63B invested in Main Sector Rotation ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

131% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 16

15% more funds holding

Funds holding: 75 → 86 (+11)

12% more capital invested

Capital invested by funds: $2.35B → $2.63B (+$281M)

10.79% more ownership

Funds ownership: 141.48% → 152.27% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
86
Holders Change
+11
Holders Change %
+14.67%
% of All Funds
1.24%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
20
Increased
37
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$217M
2
AA
Axiom Advisory
California
+$17.5M
3
LPL Financial
LPL Financial
California
+$10.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.98M
5
CFG
Cooper Financial Group
California
+$2.72M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$8.6M
2
OPS
Orion Portfolio Solutions
Nebraska
-$8.6M
3
CW
CreativeOne Wealth
Kansas
-$3.61M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$3.36M
5
MM
Main Management
California
-$862K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$923M -$8.6M -172,427 -0.9%
OPS
2
Orion Portfolio Solutions
Nebraska
$923M -$8.6M -172,427 -0.9%
Osaic Holdings
3
Osaic Holdings
Arizona
$345M +$217M +4,346,822 +180%
IWC
4
Integrated Wealth Concepts
Massachusetts
$51.8M -$3.36M -67,333 -6%
LPL Financial
5
LPL Financial
California
$50.7M +$10.7M +215,485 +28%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$37.5M +$4.98M +99,950 +16%
TC
7
TownSquare Capital
Utah
$29.8M +$739K +14,825 +3%
MFS
8
Madrona Financial Services
Washington
$28.6M +$1.13M +22,615 +4%
MM
9
Main Management
California
$20.8M -$862K -17,296 -4%
AWS
10
Atria Wealth Solutions
New York
$20.7M +$2.55M +51,089 +14%
GM
11
GeoWealth Management
Illinois
$20.1M +$422K +8,464 +2%
AA
12
Axiom Advisory
California
$17.8M +$17.5M +350,900 +5,800%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$16.7M +$1.63M +32,618 +11%
WP
14
WealthPLAN Partners
Nebraska
$14.5M +$208K +4,178 +1%
GWM
15
Gibbs Wealth Management
Georgia
$12.7M -$364K -7,302 -3%
CW
16
CreativeOne Wealth
Kansas
$12.6M -$3.61M -72,471 -23%
MA
17
Mutual Advisors
Nebraska
$11.1M +$997K +20,005 +10%
AI
18
Atria Investments
North Carolina
$11M -$180K -3,611 -2%
SWM
19
Spire Wealth Management
Virginia
$10.9M -$99K -1,986 -0.9%
EMAM
20
Encompass More Asset Management
California
$8.89M +$1.22M +24,568 +16%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$6.71M +$1.43M +28,737 +28%
MSA
22
McAlister Sweet & Associates
Texas
$5.91M -$392K -7,856 -6%
AAS
23
Avantax Advisory Services
Texas
$5.03M +$501K +10,056 +11%
NA
24
NewEdge Advisors
Louisiana
$4.77M +$176K +3,531 +4%
SPC
25
Sigma Planning Corp
Michigan
$3.34M +$223K +4,478 +7%
1
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SECT Hedge Fund Activity: Q2 2024 in Review

86 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Main Sector Rotation ETF (SECT) for Q2 2024, worth a combined $2.63B — up 12% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SECT positions and 6 closed out — a net gain of 14 holders — while 37 added to existing stakes and 16 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $217M. The largest seller was Brinker Capital Investments, cutting an estimated $8.6M.

  • 86 institutional investors held Main Sector Rotation ETF (SECT) as of Q2 2024, up from 75 in Q1 2024.
  • Funds reported $2.63B of Main Sector Rotation ETF stock for Q2 2024, up 12% quarter-over-quarter.
  • 20 funds opened new Main Sector Rotation ETF positions in Q2 2024 and 6 closed out, a net change of +14 holders.
  • The largest Main Sector Rotation ETF buyer in Q2 2024 was Osaic Holdings, an estimated $217M added.
  • The largest Main Sector Rotation ETF seller in Q2 2024 was Brinker Capital Investments, an estimated $8.6M sold.

Based on aggregated 13F filings for Q2 2024.