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Main Sector Rotation ETF

86 hedge funds and large institutions have $2.78B invested in Main Sector Rotation ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 24

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

6% more capital invested

Capital invested by funds: $2.63B → $2.78B (+$150M)

0% more funds holding

Funds holding: 8686 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

3.1% less ownership

Funds ownership: 152.27%149.17% (-3.1%)

Holders
86
Holders Change
Holders Change %
0%
% of All Funds
1.23%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
12
Increased
34
Reduced
24
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$958M -$13.3M -256,838 -1%
OPS
2
Orion Portfolio Solutions
Nebraska
$958M -$13.3M -256,838 -1%
Osaic Holdings
3
Osaic Holdings
Arizona
$363M -$459K -8,842 -0.1%
LPL Financial
4
LPL Financial
California
$65.9M +$12.1M +233,678 +24%
IWC
5
Integrated Wealth Concepts
Massachusetts
$53M -$1.54M -29,683 -3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$46.1M +$6.34M +122,123 +17%
TC
7
TownSquare Capital
Utah
$31.7M +$292K +5,635 +1%
MFS
8
Madrona Financial Services
Washington
$30.2M +$93.3K +1,797 +0.3%
CW
9
CreativeOne Wealth
Kansas
$26.7M +$13M +250,372 +101%
GM
10
GeoWealth Management
Illinois
$23.8M +$2.55M +49,123 +12%
MM
11
Main Management
California
$22.2M +$300K +5,785 +1%
AWS
12
Atria Wealth Solutions
New York
$18.9M -$2.76M -53,108 -13%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$17.3M -$310K -5,971 -2%
WP
14
WealthPLAN Partners
Nebraska
$15.4M +$72.4K +1,395 +0.5%
EMAM
15
Encompass More Asset Management
California
$13.5M +$4.04M +77,932 +45%
AI
16
Atria Investments
North Carolina
$12.8M +$1.11M +21,419 +10%
MA
17
Mutual Advisors
Nebraska
$12.4M +$819K +15,785 +7%
GWM
18
Gibbs Wealth Management
Georgia
$12.3M -$1.08M -20,880 -8%
SWM
19
Spire Wealth Management
Virginia
$11.3M -$155K -2,978 -1%
CFG
20
Copley Financial Group
California
$10.8M +$10.4M +200,395 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$7.29M +$221K +4,253 +3%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$6.26M +$4.11M +79,228 +213%
AAS
23
Avantax Advisory Services
Texas
$6.21M +$886K +17,065 +17%
MSA
24
McAlister Sweet & Associates
Texas
$5.62M -$579K -11,155 -10%
NA
25
NewEdge Advisors
Louisiana
$5.43M +$391K +7,530 +8%