Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
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.
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: 4 → 6 (+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: 50 → 58 (+8)
3.71% more ownership
Funds ownership: 69.12% → 72.82% (+3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$9.55M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$9.15M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.77M |
| 4 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
+$5.5M |
| 5 |
PSP
Pacific Sage Partners
Edmonds,
Washington
|
+$4.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$2.62M |
| 2 |
DLHL
Donald L. Hagan LLC
Sarasota,
Florida
|
-$654K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$556K |
| 4 |
OAM
Occidental Asset Management
Burlingame,
California
|
-$401K |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$371K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWM
51
Palumbo Wealth Management
Great Neck,
New York
| $223K | +$211K | +6,267 | New |
|
|
HCM
52
Hollencrest Capital Management
Newport Beach,
California
| $103K | – | – | – |
|
53
Wells Fargo
San Francisco,
California
| $33.1K | – | – | – |
|
54
JP Morgan Chase
New York
| $19K | +$18K | +535 | New |
|
|
MPWT
55
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $13.5K | +$12.8K | +380 | New |
|
|
AA
56
AlphaMark Advisors
Ft. Wright,
Kentucky
| $12K | +$236 | +7 | +2% |
|
|
FGAM
57
Financial Gravity Asset Management
Lakeway,
Texas
| $626 | +$1.21K | +36 | New |
|
|
GI
58
Gradient Investments
Arden Hills,
Minnesota
| $426 | +$404 | +12 | New |
|
|
SFS
59
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$371K | -11,249 | Closed |
|
|
NRWA
60
North Ridge Wealth Advisors
Beaverton,
Oregon
| – | -$347K | -10,501 | Closed |
|
61
Fidelity Investments
Boston,
Massachusetts
| – | -$891 | -27 | Closed |
|
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.