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Main Sector Rotation ETF

84 hedge funds and large institutions have $2.77B invested in Main Sector Rotation ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 12 closing their positions.

Holders
84
Holders Change
Holders Change %
0%
% of All Funds
1.22%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
12
Increased
33
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCI
1
Brinker Capital Investments
Pennsylvania
$958M 17,810,858 -256,838 -1%
OPS
2
Orion Portfolio Solutions
Nebraska
$958M 17,810,858 -256,838 -1%
Osaic Holdings
3
Osaic Holdings
Arizona
$363M 6,748,771 -8,842 -0.1%
LPL Financial
4
LPL Financial
California
$65.9M 1,226,485 +233,678 +24%
IWC
5
Integrated Wealth Concepts
Massachusetts
$53M 984,863 -29,683 -3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$46.1M 856,993 +122,123 +17%
TC
7
TownSquare Capital
Utah
$31.7M 589,786 +5,635 +1%
MFS
8
Madrona Financial Services
Washington
$30.2M 561,122 +1,797 +0.3%
CW
9
CreativeOne Wealth
Kansas
$26.7M 497,361 +250,372 +101%
GM
10
GeoWealth Management
Illinois
$23.8M 442,132 +49,123 +12%
MM
11
Main Management
California
$22.2M 412,524 +5,785 +1%
AWS
12
Atria Wealth Solutions
New York
$18.9M 351,505 -53,108 -13%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$17.3M 321,823 -5,971 -2%
WP
14
WealthPLAN Partners
Nebraska
$15.4M 285,704 +1,395 +0.5%
EMAM
15
Encompass More Asset Management
California
$13.5M 251,845 +77,932 +45%
AI
16
Atria Investments
North Carolina
$12.8M 237,574 +21,419 +10%
MA
17
Mutual Advisors
Nebraska
$12.4M 230,061 +15,785 +7%
SWM
18
Spire Wealth Management
Virginia
$11.3M 210,668 -2,978 -1%
CFG
19
Copley Financial Group
California
$10.8M 200,395 +200,395 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$7.29M 135,542 +4,253 +3%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$6.26M 116,494 +79,228 +213%
AAS
22
Avantax Advisory Services
Texas
$6.21M 115,440 +17,065 +17%
MSA
23
McAlister Sweet & Associates
Texas
$5.62M 104,492 -11,155 -10%
NA
24
NewEdge Advisors
Louisiana
$5.43M 100,971 +7,530 +8%
SPC
25
Sigma Planning Corp
Michigan
$4.02M 74,830 +9,468 +14%