Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF
SSFI
12 hedge funds and large institutions have $21.2M invested in Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
9% more funds holding
Funds holding: 11 → 12 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.32% less ownership
Funds ownership: 71.83% → 66.51% (-5.3%)
23% less capital invested
Capital invested by funds: $27.7M → $21.2M (-$6.44M)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$890K |
| 2 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$313K |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$243K |
| 4 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
+$41.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$7.2M |
| 2 |
GS
GTS Securities
New York
|
-$569K |
| 3 |
DLHL
Donald L. Hagan LLC
Sarasota,
Florida
|
-$376K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$199K |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$41K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DLHL
1
Donald L. Hagan LLC
Sarasota,
Florida
| $13M | -$376K | -17,852 | -3% |
|
|
EMAM
2
Encompass More Asset Management
Danville,
California
| $3.15M | +$313K | +14,844 | +11% |
|
|
FIM
3
Freedom Investment Management
Hartford,
Connecticut
| $1.89M | -$41K | -1,944 | -2% |
|
|
OIA
4
OneDigital Investment Advisors
Overland Park,
Kansas
| $1.34M | +$890K | +42,205 | +204% |
|
|
ATPW
5
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $752K | +$41.4K | +1,965 | +6% |
|
6
Raymond James Financial
St Petersburg,
Florida
| $473K | – | – | – |
|
|
GS
7
GTS Securities
New York
| $333K | -$569K | -26,979 | -63% |
|
|
8
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $245K | +$243K | +11,530 | New |
|
|
AWM
9
AE Wealth Management
Topeka,
Kansas
| $72.4K | -$199K | -9,450 | -74% |
|
|
FGAM
10
Financial Gravity Asset Management
Lakeway,
Texas
| $192 | +$190 | +9 | New |
|
11
UBS Group
Zurich,
Switzerland
| $21 | -$190 | -9 | -90% |
|
12
Morgan Stanley
New York
| $21 | – | – | – |
|
|
SWA
13
Stratos Wealth Advisors
Beachwood,
Ohio
| – | -$7.2M | -345,487 | Closed |
|
SSFI Hedge Fund Activity: Q1 2025 in Review
12 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF (SSFI) for Q1 2025, worth a combined $21.2M — down 23% from $27.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SSFI positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 5 trimmed.
The largest buyer was OneDigital Investment Advisors, adding an estimated $890K. The largest seller was Stratos Wealth Advisors, exiting entirely with an estimated $7.2M sold.
- 12 institutional investors held Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF (SSFI) as of Q1 2025, up from 11 in Q4 2024.
- Funds reported $21.2M of Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF stock for Q1 2025, down 23% quarter-over-quarter.
- 2 funds opened new Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF positions in Q1 2025 and 1 closed out, a net change of +1 holder.
- The largest Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF buyer in Q1 2025 was OneDigital Investment Advisors, an estimated $890K added.
- The largest Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF seller in Q1 2025 was Stratos Wealth Advisors, an estimated $7.2M sold.
Based on aggregated 13F filings for Q1 2025.