Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
50 hedge funds and large institutions have $288M invested in Day Hagan/Ned Davis Research Smart Sector ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 10 closing their positions.
2.61% more ownership
Funds ownership: 66.5% → 69.12% (+2.6%)
4% less funds holding
Funds holding: 52 → 50 (-2)
18% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 22
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
71% less capital invested
Capital invested by funds: $1.01B → $288M (-$719M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
+$4.01M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$3.35M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$2.9M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.01M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DLHL
Donald L. Hagan LLC
Sarasota,
Florida
|
-$6.09M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$3.53M |
| 3 |
WCG
Wall Capital Group
Phoenix,
Arizona
|
-$3M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$2.57M |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$2.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WCG
51
Wall Capital Group
Phoenix,
Arizona
| – | -$3M | -94,506 | Closed |
|
|
IA
52
IFP Advisors
Tampa,
Florida
| – | -$2.24M | -89,053 | Closed |
|
53
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.45M | -47,691 | Closed |
|
|
RIA
54
Realta Investment Advisors
Wilmington,
Delaware
| – | -$1.09M | -35,737 | Closed |
|
|
AWM
55
AE Wealth Management
Topeka,
Kansas
| – | -$367K | -12,037 | Closed |
|
56
Citadel Advisors
Miami,
Florida
| – | -$278K | -9,109 | Closed |
|
57
UBS Group
Zurich,
Switzerland
| – | -$14.6K | -478 | Closed |
|
|
GI
58
Gradient Investments
Arden Hills,
Minnesota
| – | -$9.14K | -300 | Closed |
|
|
PA
59
Parallel Advisors
San Francisco,
California
| – | -$8.04K | -264 | Closed |
|
|
FGAM
60
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$30.1K | -30 | Closed |
|
SSUS Hedge Fund Activity: Q1 2023 in Review
50 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) for Q1 2023, worth a combined $288M — down 71% from $1.01B a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of SSUS and 8 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 18 added.
The largest buyer was Andesa Financial Management, adding an estimated $4.01M. The largest seller was Donald L. Hagan LLC, cutting an estimated $6.09M.
- 50 institutional investors held Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) as of Q1 2023, down from 52 in Q4 2022.
- Funds reported $288M of Day Hagan/Ned Davis Research Smart Sector ETF stock for Q1 2023, down 71% quarter-over-quarter.
- 8 funds opened new Day Hagan/Ned Davis Research Smart Sector ETF positions in Q1 2023 and 10 closed out, a net change of -2 holders.
- The largest Day Hagan/Ned Davis Research Smart Sector ETF buyer in Q1 2023 was Andesa Financial Management, an estimated $4.01M added.
- The largest Day Hagan/Ned Davis Research Smart Sector ETF seller in Q1 2023 was Donald L. Hagan LLC, an estimated $6.09M sold.
Based on aggregated 13F filings for Q1 2023.