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Day Hagan/Ned Davis Research Smart Sector ETF

70 hedge funds and large institutions have $489M invested in Day Hagan/Ned Davis Research Smart Sector ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

9% more funds holding

Funds holding: 6470 (+6)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $494M → $489M (-$4.8M)

1.47% less ownership

Funds ownership: 81.74%80.27% (-1.5%)

29% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 28

Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
0.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
20
Reduced
28
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RBFC
26
Roman Butler Fullerton & Co
Missouri
$2.16M +$50.3K +1,179 +2%
JCM
27
J2 Capital Management
Michigan
$1.81M +$1.83M +42,921 New
Stifel Financial
28
Stifel Financial
Missouri
$1.5M +$22.7K +532 +2%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.45M -$38.5K -904 -3%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$1.4M -$88.8K -2,084 -6%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.34M -$17.6K -412 -1%
PWM
32
Prosperity Wealth Management
California
$1.26M -$11.5K -269 -0.9%
GS
33
GTS Securities
New York
$1.19M +$1.2M +28,205 New
HighTower Advisors
34
HighTower Advisors
Illinois
$1.15M +$515K +12,084 +79%
SA
35
Sylvest Advisors
Texas
$1.1M +$1.12M +26,163 New
DWP
36
Destiny Wealth Partners
Florida
$874K
AWS
37
Atria Wealth Solutions
New York
$820K -$43.5K -1,021 -5%
AWA
38
ARQ Wealth Advisors
Arizona
$762K -$434K -10,183 -36%
Envestnet Portfolio Solutions
39
Envestnet Portfolio Solutions
Illinois
$736K -$43.5K -1,021 -6%
Jane Street
40
Jane Street
New York
$639K +$121K +2,845 +23%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$517K -$178K -4,176 -25%
AWM
42
AE Wealth Management
Kansas
$480K +$486K +11,402 New
WDL
43
Well Done LLC
Michigan
$478K
IFG
44
Independent Financial Group
California
$420K -$9.68K -227 -2%
PWM
45
Palumbo Wealth Management
New York
$392K
MWM
46
MGB Wealth Management
Texas
$379K +$256 +6 +0.1%
SPWG
47
Sage Private Wealth Group
Illinois
$369K
HOWA
48
Heritage Oak Wealth Advisors
Florida
$343K +$347K +8,143 New
LRIA
49
Leonard Rickey Investment Advisors
Washington
$317K -$9.72K -228 -3%
Truist Financial
50
Truist Financial
North Carolina
$287K -$4.13K -97 -1%

SSUS Hedge Fund Activity: Q4 2024 in Review

70 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) for Q4 2024, worth a combined $489M — down 0.97% from $494M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SSUS positions and 4 closed out — a net gain of 10 holders — while 20 added to existing stakes and 28 trimmed.

The largest buyer was Discipline Wealth Solutions, opening a new position worth an estimated $3.21M. The largest seller was IHT Wealth Management, cutting an estimated $11.8M.

  • 70 institutional investors held Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) as of Q4 2024, up from 64 in Q3 2024.
  • Funds reported $489M of Day Hagan/Ned Davis Research Smart Sector ETF stock for Q4 2024, down 0.97% quarter-over-quarter.
  • 14 funds opened new Day Hagan/Ned Davis Research Smart Sector ETF positions in Q4 2024 and 4 closed out, a net change of +10 holders.
  • The largest Day Hagan/Ned Davis Research Smart Sector ETF buyer in Q4 2024 was Discipline Wealth Solutions, an estimated $3.21M added.
  • The largest Day Hagan/Ned Davis Research Smart Sector ETF seller in Q4 2024 was IHT Wealth Management, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2024.