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Day Hagan/Ned Davis Research Smart Sector ETF

60 hedge funds and large institutions have $447M invested in Day Hagan/Ned Davis Research Smart Sector ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

62% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 13

74% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 35

Holders
60
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$2.04M
2 +$1.8M
3 +$891K
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$655K
5
Osaic Holdings
Osaic Holdings
Arizona
+$632K
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$61.2M
IWC
2
Integrated Wealth Concepts
Massachusetts
$49.8M
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$37.4M
PFS
4
Prospera Financial Services
Texas
$35.6M
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$34.6M
DLHL
6
Donald L. Hagan LLC
Florida
$31.5M
IWM
7
IHT Wealth Management
Illinois
$23.6M
ATPW
8
Ashton Thomas Private Wealth
Arizona
$22.3M
PSP
9
Pacific Sage Partners
Washington
$18.4M
LPL Financial
10
LPL Financial
California
$17.7M
OIA
11
OneDigital Investment Advisors
Kansas
$17.5M
Morgan Stanley
12
Morgan Stanley
New York
$14.3M
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$9.2M
SFI
14
SPC Financial Inc
Maryland
$8.1M
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$8.07M
SPIA
16
Steward Partners Investment Advisory
New York
$7.81M
SW
17
SkyOak Wealth
Michigan
$7.2M
JCM
18
J2 Capital Management
Michigan
$4.78M
VT
19
Vise Technologies
New York
$4.35M
EMAM
20
Encompass More Asset Management
California
$4.17M
FIM
21
Freedom Investment Management
Connecticut
$3.33M
DWS
22
Discipline Wealth Solutions
South Carolina
$2.41M
RBFC
23
Roman Butler Fullerton & Co
Missouri
$2.29M
Osaic Holdings
24
Osaic Holdings
Arizona
$2.02M
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2M