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Main Sector Rotation ETF

96 hedge funds and large institutions have $2.41B invested in Main Sector Rotation ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% more funds holding

Funds holding: 9696 (0)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

20.67% less ownership

Funds ownership: 151.88%131.21% (-21%)

32% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 44

38% less capital invested

Capital invested by funds: $3.9B → $2.41B (-$1.5B)

Holders
96
Holders Change
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
10
Increased
30
Reduced
44
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$902M -$13.4M -244,128 -1%
OPS
2
Orion Portfolio Solutions
Nebraska
$902M -$13.4M -244,128 -1%
LPL Financial
3
LPL Financial
California
$101M +$31M +564,579 +40%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$47.8M +$4.71M +85,809 +10%
IWC
5
Integrated Wealth Concepts
Massachusetts
$47.4M -$1.99M -36,349 -4%
PFM
6
Potomac Fund Management
Florida
$35.3M +$1.34M +24,387 +3%
CW
7
CreativeOne Wealth
Kansas
$28.6M +$1.6M +29,188 +5%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$25M +$2.56M +46,602 +10%
TC
9
TownSquare Capital
Utah
$24.2M -$4.35M -79,302 -14%
AWS
10
Atria Wealth Solutions
New York
$22.8M +$2.46M +44,862 +11%
MFS
11
Madrona Financial Services
Washington
$21.4M -$5.87M -106,981 -20%
GM
12
GeoWealth Management
Illinois
$20.5M +$524K +9,554 +2%
MM
13
Main Management
California
$20M -$1.28M -23,325 -6%
CFG
14
Copley Financial Group
California
$17.5M -$277K -5,049 -1%
WP
15
WealthPLAN Partners
Nebraska
$16M +$434K +7,903 +3%
IA
16
Integrity Alliance
Iowa
$14.7M +$5.88M +107,148 +59%
EMAM
17
Encompass More Asset Management
California
$12.1M -$2.8M -50,953 -18%
MA
18
Mutual Advisors
Nebraska
$11.6M +$332K +6,055 +3%
GWM
19
Gibbs Wealth Management
Georgia
$11.3M -$91.1K -1,661 -0.7%
SWM
20
Spire Wealth Management
Virginia
$9.98M -$354K -6,448 -3%
Osaic Holdings
21
Osaic Holdings
Arizona
$8.55M -$393M -7,166,212 -98%
AI
22
Atria Investments
North Carolina
$8.48M -$2.12M -38,609 -19%
GWM
23
Geneos Wealth Management
Colorado
$8.16M +$5.86M +106,869 +202%
AAS
24
Avantax Advisory Services
Texas
$7.51M +$987K +17,985 +14%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$6.66M -$368K -6,708 -5%