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Day Hagan/Ned Davis Research Smart Sector ETF
SSUS

Overview Fund Activity

68 hedge funds and large institutions have $466M invested in Day Hagan/Ned Davis Research Smart Sector ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
1%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
12
Increased
21
Reduced
32
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$53M
2
Morgan Stanley
2
Morgan Stanley
New York
$22.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$32.7M
4
PSP
4
Pacific Sage Partners
Washington
$11.7M
5
ATPW
5
Ashton Thomas Private Wealth
Arizona
$21.7M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$51.3M
2
GS
2
GTS Securities
New York
$253K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.96M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$1.47M
5
SWA
5
SFMG Wealth Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
26
Prosperity Wealth Management
California
$3.21M -$239K -6,712 -7%
RJT
27
Raymond James Trust
Florida
$2.14M +$84.7K +2,377 +4%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.06M +$23.5K +660 +1%
RBFC
29
Roman Butler Fullerton & Co
Missouri
$1.88M -$7.53K -208 -0.4%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$1.47M -$1.74M -48,932 -54%
HighTower Advisors
31
HighTower Advisors
Illinois
$1.31M -$322K -9,042 -20%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.16M +$193K +5,412 +20%
WE
33
Wealth Effects
Massachusetts
$1.02M +$1.02M +28,524 New
PFG
34
Prosperity Financial Group
California
$981K – – –
TWC
35
TD Waterhouse Canada
Ontario, Canada
$914K -$71.6K -1,707 -7%
WDL
36
Well Done LLC
Michigan
$872K -$123K -3,460 -12%
DWP
37
Destiny Wealth Partners
Florida
$757K -$26.7K -763 -3%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$737K -$59.9K -1,666 -8%
AWA
39
Arete Wealth Advisors
Illinois
$632K +$355K +9,950 +128%
Truist Financial
40
Truist Financial
North Carolina
$605K -$118K -3,322 -16%
AWS
41
Atria Wealth Solutions
New York
$595K -$131K -3,681 -18%
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$504K +$196K +5,504 +64%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$476K -$1.21M -33,990 -72%
WN
44
Williams & Novak
California
$472K +$472K +13,260 New
DAS
45
Dynamic Advisor Solutions
Arizona
$465K +$465K +13,260 New
PWM
46
Palumbo Wealth Management
New York
$330K +$101K +2,831 +44%
MWM
47
MGB Wealth Management
Texas
$319K +$319K +8,956 New
MYIA
48
Mount Yale Investment Advisors
Colorado
$287K +$287K +8,046 New
LRIA
49
Leonard Rickey Investment Advisors
Washington
$276K -$5.02K -141 -2%
KWM
50
Kingsview Wealth Management
Oregon
$266K -$25.8K -723 -9%
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