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Day Hagan/Ned Davis Research Smart Sector ETF

58 hedge funds and large institutions have $373M invested in Day Hagan/Ned Davis Research Smart Sector ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

30% more capital invested

Capital invested by funds: $288M → $373M (+$85.4M)

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

16% more funds holding

Funds holding: 5058 (+8)

3.71% more ownership

Funds ownership: 69.12%72.82% (+3.7%)

Holders
58
Holders Change
+8
Holders Change %
+16%
% of All Funds
0.91%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
14
Increased
23
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.05M -$218K -6,477 -10%
SWA
27
SFMG Wealth Advisors
Texas
$1.5M -$55.4K -1,646 -4%
RBFC
28
Roman Butler Fullerton & Co
Missouri
$1.43M +$297K +8,820 +29%
RJT
29
Raymond James Trust
Florida
$1.38M -$158K -4,706 -11%
LNC
30
Lincoln National Corp
Pennsylvania
$1.09M +$1.03M +30,624 New
TWC
31
TD Waterhouse Canada
Ontario, Canada
$1.04M -$98K -2,911 -11%
PFG
32
Prosperity Financial Group
California
$1.01M -$808 -24 -0.1%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$1M -$87.6K -2,601 -8%
WDL
34
Well Done LLC
Michigan
$992K
FANJ
35
Financial Architects (New Jersey)
New Jersey
$844K +$800K +23,755 New
DWP
36
Destiny Wealth Partners
Florida
$821K -$26.4K -783 -3%
IFG
37
Independent Financial Group
California
$731K +$264K +7,840 +61%
AWA
38
Arete Wealth Advisors
Illinois
$726K -$74.7K -2,219 -10%
Truist Financial
39
Truist Financial
North Carolina
$701K -$2.62M -77,790 -80%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$650K +$617K +18,317 New
TCM
41
Triumph Capital Management
Colorado
$592K +$562K +16,682 New
OAM
42
Occidental Asset Management
California
$546K -$401K -11,898 -44%
FIM
43
Freedom Investment Management
Connecticut
$431K -$23.3K -691 -5%
Citadel Advisors
44
Citadel Advisors
Florida
$428K +$406K +12,063 New
AWS
45
Atria Wealth Solutions
New York
$381K +$361K +10,716 New
HighTower Advisors
46
HighTower Advisors
Illinois
$352K +$30K +890 +10%
KWM
47
Kingsview Wealth Management
Oregon
$327K -$95.5K -2,836 -24%
WWM
48
Western Wealth Management
Colorado
$323K -$7.41K -220 -2%
RIA
49
Regal Investment Advisors
Michigan
$306K +$53.2K +1,581 +23%
LRIA
50
Leonard Rickey Investment Advisors
Washington
$286K -$236 -7 -0.1%

SSUS Hedge Fund Activity: Q2 2023 in Review

58 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) for Q2 2023, worth a combined $373M — up 30% from $288M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SSUS positions and 3 closed out — a net gain of 11 holders — while 23 added to existing stakes and 18 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $9.55M. The largest seller was Truist Financial, cutting an estimated $2.62M.

  • 58 institutional investors held Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) as of Q2 2023, up from 50 in Q1 2023.
  • Funds reported $373M of Day Hagan/Ned Davis Research Smart Sector ETF stock for Q2 2023, up 30% quarter-over-quarter.
  • 14 funds opened new Day Hagan/Ned Davis Research Smart Sector ETF positions in Q2 2023 and 3 closed out, a net change of +11 holders.
  • The largest Day Hagan/Ned Davis Research Smart Sector ETF buyer in Q2 2023 was Mercer Global Advisors, an estimated $9.55M added.
  • The largest Day Hagan/Ned Davis Research Smart Sector ETF seller in Q2 2023 was Truist Financial, an estimated $2.62M sold.

Based on aggregated 13F filings for Q2 2023.