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Main Sector Rotation ETF

102 hedge funds and large institutions have $2.06B invested in Main Sector Rotation ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 46 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

6% more funds holding

Funds holding: 96102 (+6)

14% less capital invested

Capital invested by funds: $2.41B → $2.06B (-$347M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

33.29% less ownership

Funds ownership: 131.21%97.92% (-33%)

39% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 46

Holders
102
Holders Change
+6
Holders Change %
+6.25%
% of All Funds
1.34%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
14
Increased
28
Reduced
46
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$1.02B -$7.21M -136,265 -0.8%
Osaic Holdings
2
Osaic Holdings
Arizona
$387M +$344M +6,498,867 +3,880%
LPL Financial
3
LPL Financial
California
$172M +$52.3M +988,183 +50%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$63.6M +$8.37M +158,249 +17%
PFM
5
Potomac Fund Management
Florida
$47M +$2.67M +50,540 +7%
IWC
6
Integrated Wealth Concepts
Massachusetts
$38.1M -$14.5M -273,529 -29%
CW
7
CreativeOne Wealth
Kansas
$33.1M +$525K +9,923 +2%
GM
8
GeoWealth Management
Illinois
$29.8M +$5.91M +111,746 +28%
MFS
9
Madrona Financial Services
Washington
$24.7M +$328K +6,199 +1%
MM
10
Main Management
California
$22.5M -$171K -3,242 -0.8%
WP
11
WealthPLAN Partners
Nebraska
$18.6M +$376K +7,109 +2%
CFG
12
Copley Financial Group
California
$17.5M -$2.2M -41,686 -12%
MA
13
Mutual Advisors
Nebraska
$13.7M +$107K +2,031 +0.9%
EMAM
14
Encompass More Asset Management
California
$13M -$677K -12,794 -5%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$11.2M -$15.8M -297,865 -61%
IA
16
Integrity Alliance
Iowa
$10.7M -$5.5M -104,077 -36%
AI
17
Atria Investments
North Carolina
$9.62M -$20.2K -382 -0.2%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$9.16M +$1.45M +27,387 +21%
AAS
19
Avantax Advisory Services
Texas
$9.03M +$445K +8,407 +6%
SWM
20
Spire Wealth Management
Virginia
$7.19M -$3.57M -67,521 -35%
DFP
21
Defined Financial Planning
California
$6.77M +$431K +8,160 +8%
SPC
22
Sigma Planning Corp
Michigan
$6.46M -$18.8K -356 -0.3%
AWS
23
Atria Wealth Solutions
New York
$6.33M -$17.9M -338,102 -76%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$5.98M -$185K -3,505 -3%
GWM
25
Geneos Wealth Management
Colorado
$5.16M -$3.76M -71,075 -44%

SECT Hedge Fund Activity: Q2 2025 in Review

102 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Main Sector Rotation ETF (SECT) for Q2 2025, worth a combined $2.06B — down 14% from $2.41B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SECT positions and 7 closed out — a net gain of 7 holders — while 28 added to existing stakes and 46 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $344M. The largest seller was TownSquare Capital, cutting an estimated $24.9M.

  • 102 institutional investors held Main Sector Rotation ETF (SECT) as of Q2 2025, up from 96 in Q1 2025.
  • Funds reported $2.06B of Main Sector Rotation ETF stock for Q2 2025, down 14% quarter-over-quarter.
  • 14 funds opened new Main Sector Rotation ETF positions in Q2 2025 and 7 closed out, a net change of +7 holders.
  • The largest Main Sector Rotation ETF buyer in Q2 2025 was Osaic Holdings, an estimated $344M added.
  • The largest Main Sector Rotation ETF seller in Q2 2025 was TownSquare Capital, an estimated $24.9M sold.

Based on aggregated 13F filings for Q2 2025.