Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
69 hedge funds and large institutions have $467M 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, 22 increasing their positions, 32 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
18% more capital invested
Capital invested by funds: $395M → $467M (+$72.4M)
8% more funds holding
Funds holding: 64 → 69 (+5)
2.44% more ownership
Funds ownership: 73.99% → 76.43% (+2.4%)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
31% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$51.4M |
| 2 |
Morgan Stanley
New York
|
+$9.98M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.03M |
| 4 |
PSP
Pacific Sage Partners
Edmonds,
Washington
|
+$1.57M |
| 5 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
+$1.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$5.53M |
| 2 |
GS
GTS Securities
New York
|
-$3.21M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.8M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.69M |
| 5 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
-$1.41M |
SSUS Hedge Fund Activity: Q4 2023 in Review
69 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) for Q4 2023, worth a combined $467M — up 18% from $395M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new SSUS positions and 6 closed out — a net gain of 6 holders — while 22 added to existing stakes and 32 trimmed.
The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $51.4M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $5.53M.
- 69 institutional investors held Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) as of Q4 2023, up from 64 in Q3 2023.
- Funds reported $467M of Day Hagan/Ned Davis Research Smart Sector ETF stock for Q4 2023, up 18% quarter-over-quarter.
- 12 funds opened new Day Hagan/Ned Davis Research Smart Sector ETF positions in Q4 2023 and 6 closed out, a net change of +6 holders.
- The largest Day Hagan/Ned Davis Research Smart Sector ETF buyer in Q4 2023 was Integrated Wealth Concepts, an estimated $51.4M added.
- The largest Day Hagan/Ned Davis Research Smart Sector ETF seller in Q4 2023 was Carson Wealth (CWM LLC), an estimated $5.53M sold.
Based on aggregated 13F filings for Q4 2023.