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Main Sector Rotation ETF

96 hedge funds and large institutions have $3.9B invested in Main Sector Rotation ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

56% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 27

40% more capital invested

Capital invested by funds: $2.78B → $3.9B (+$1.12B)

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

12% more funds holding

Funds holding: 8696 (+10)

2.71% more ownership

Funds ownership: 149.17%151.88% (+2.7%)

Holders
96
Holders Change
+10
Holders Change %
+11.63%
% of All Funds
1.26%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
21
Increased
42
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$985M +$5.74M +103,460 +0.6%
OPS
2
Orion Portfolio Solutions
Nebraska
$985M +$5.74M +103,460 +0.6%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$944M -$7.1K -128 -0.7%
Osaic Holdings
4
Osaic Holdings
Arizona
$374M +$32.4M +584,940 +9%
LPL Financial
5
LPL Financial
California
$77.3M +$9.93M +179,109 +15%
IWC
6
Integrated Wealth Concepts
Massachusetts
$53.1M -$1.08M -19,402 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$46.8M -$343K -6,188 -0.7%
PFM
8
Potomac Fund Management
Florida
$40.1M +$40.5M +729,708 New
TC
9
TownSquare Capital
Utah
$30.4M -$2.02M -36,385 -6%
CW
10
CreativeOne Wealth
Kansas
$29.2M +$1.86M +33,515 +7%
MFS
11
Madrona Financial Services
Washington
$28.9M -$1.95M -35,258 -6%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$24.4M +$6.77M +122,064 +38%
MM
13
Main Management
California
$22.8M +$85.2K +1,537 +0.4%
AWS
14
Atria Wealth Solutions
New York
$22.1M +$2.8M +50,514 +14%
GM
15
GeoWealth Management
Illinois
$21.5M -$2.82M -50,770 -11%
CFG
16
Copley Financial Group
California
$19.1M +$8.2M +147,969 +74%
WP
17
WealthPLAN Partners
Nebraska
$16.8M +$1.08M +19,424 +7%
EMAM
18
Encompass More Asset Management
California
$15.8M +$1.95M +35,132 +14%
MA
19
Mutual Advisors
Nebraska
$12.3M -$452K -8,147 -4%
GWM
20
Gibbs Wealth Management
Georgia
$12.3M -$272K -4,905 -2%
AI
21
Atria Investments
North Carolina
$11.3M -$1.82M -32,840 -14%
SWM
22
Spire Wealth Management
Virginia
$11.1M -$491K -8,848 -4%
IA
23
Integrity Alliance
Iowa
$9.94M +$10M +180,945 New
DFP
24
Defined Financial Planning
California
$8.21M +$8.28M +149,419 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$7.54M +$88.8K +1,602 +1%