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Main Sector Rotation ETF

110 hedge funds and large institutions have $2.27B invested in Main Sector Rotation ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more capital invested

Capital invested by funds: $2.06B → $2.27B (+$212M)

8% more funds holding

Funds holding: 102110 (+8)

0.25% less ownership

Funds ownership: 97.92%97.66% (-0.25%)

2% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 41

Holders
110
Holders Change
+8
Holders Change %
+7.84%
% of All Funds
1.44%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
17
Increased
40
Reduced
41
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$1.1B -$7M -116,593 -0.7%
Osaic Holdings
2
Osaic Holdings
Arizona
$409M -$10M -167,009 -3%
LPL Financial
3
LPL Financial
California
$235M +$46.3M +770,520 +26%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$78.8M +$9.3M +154,831 +14%
PFM
5
Potomac Fund Management
Florida
$50.2M -$452K -7,536 -0.9%
CW
6
CreativeOne Wealth
Kansas
$41.7M +$5.5M +91,565 +16%
IWC
7
Integrated Wealth Concepts
Massachusetts
$36.8M -$4.26M -70,955 -11%
GM
8
GeoWealth Management
Illinois
$33.3M +$968K +16,116 +3%
MFS
9
Madrona Financial Services
Washington
$27.1M +$250K +4,156 +1%
MM
10
Main Management
California
$24.7M +$221K +3,673 +0.9%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$22.8M +$12.2M +203,526 +129%
CFG
12
Copley Financial Group
California
$18.6M -$370K -6,166 -2%
MA
13
Mutual Advisors
Nebraska
$14.3M -$300K -5,003 -2%
IA
14
Integrity Alliance
Iowa
$12.7M +$1.07M +17,785 +10%
EMAM
15
Encompass More Asset Management
California
$12.7M -$1.3M -21,633 -10%
GWM
16
Gibbs Wealth Management
Georgia
$11.6M +$9.32M +155,306 +545%
AI
17
Atria Investments
North Carolina
$9.58M -$827K -13,780 -8%
SGFG
18
Silver Grove Financial Group
New York
$8.69M +$8.28M +137,910 New
AFP
19
Ausdal Financial Partners
Iowa
$8.01M +$7.63M +127,168 New
SWM
20
Spire Wealth Management
Virginia
$7.26M -$759K -12,639 -10%
SPC
21
Sigma Planning Corp
Michigan
$7.26M +$235K +3,915 +4%
DFP
22
Defined Financial Planning
California
$6.55M -$815K -13,568 -12%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$5.81M -$651K -10,847 -11%
Envestnet Portfolio Solutions
24
Envestnet Portfolio Solutions
Illinois
$5.57M -$6.25M -104,168 -54%
GWM
25
Geneos Wealth Management
Colorado
$5.54M -$53.3K -888 -1%

SECT Hedge Fund Activity: Q3 2025 in Review

110 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Main Sector Rotation ETF (SECT) for Q3 2025, worth a combined $2.27B — up 10% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SECT positions and 7 closed out — a net gain of 10 holders — while 40 added to existing stakes and 41 trimmed.

The largest buyer was LPL Financial, adding an estimated $46.3M. The largest seller was WealthPLAN Partners, exiting entirely with an estimated $18.6M sold.

  • 110 institutional investors held Main Sector Rotation ETF (SECT) as of Q3 2025, up from 102 in Q2 2025.
  • Funds reported $2.27B of Main Sector Rotation ETF stock for Q3 2025, up 10% quarter-over-quarter.
  • 17 funds opened new Main Sector Rotation ETF positions in Q3 2025 and 7 closed out, a net change of +10 holders.
  • The largest Main Sector Rotation ETF buyer in Q3 2025 was LPL Financial, an estimated $46.3M added.
  • The largest Main Sector Rotation ETF seller in Q3 2025 was WealthPLAN Partners, an estimated $18.6M sold.

Based on aggregated 13F filings for Q3 2025.