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Day Hagan/Ned Davis Research Smart Sector ETF

76 hedge funds and large institutions have $520M invested in Day Hagan/Ned Davis Research Smart Sector ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $467M → $520M (+$52.5M)

10% more funds holding

Funds holding: 6976 (+7)

1.33% more ownership

Funds ownership: 76.43%77.75% (+1.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

21% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 33

Holders
76
Holders Change
+7
Holders Change %
+10.14%
% of All Funds
1.09%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
14
Increased
26
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$508K +$486K +13,211 New
WN
52
Williams & Novak
California
$472K
IFG
53
Independent Financial Group
California
$465K -$339K -9,199 -43%
MYIA
54
Mount Yale Investment Advisors
Colorado
$368K +$56.3K +1,530 +19%
PWM
55
Palumbo Wealth Management
New York
$364K +$7.92K +215 +2%
MWM
56
MGB Wealth Management
Texas
$345K +$921 +25 +0.3%
TCM
57
Triumph Capital Management
Colorado
$334K +$88.3K +2,397 +38%
JSW
58
Journey Strategic Wealth
New Jersey
$333K +$319K +8,652 New
LRIA
59
Leonard Rickey Investment Advisors
Washington
$292K -$5.23K -142 -2%
WWM
60
Western Wealth Management
Colorado
$281K +$4.05K +110 +2%
KAS
61
Kestra Advisory Services
Texas
$264K +$15.3K +416 +6%
ACA
62
Aptus Capital Advisors
Alabama
$232K +$223K +6,045 New
KWM
63
Kingsview Wealth Management
Oregon
$223K -$61.9K -1,680 -22%
IIC
64
Integrated Investment Consultants
Michigan
$216K +$207K +5,630 New
HF
65
HRT Financial
New York
$206K +$198K +5,380 New
LNC
66
Lincoln National Corp
Pennsylvania
$206K -$45.5K -1,236 -19%
AWM
67
Avior Wealth Management
Nebraska
$198K +$190K +5,152 New
UBS Group
68
UBS Group
Switzerland
$78.7K +$70.9K +1,926 +1,579%
HCM
69
Hollencrest Capital Management
California
$66.3K
GCM
70
Gables Capital Management
Florida
$44.2K +$42.3K +1,149 New
FGAM
71
Financial Gravity Asset Management
Texas
$33.8K +$14.8K +403 +85%
QCG
72
Quadrant Capital Group
Ohio
$15.2K +$14.5K +394 New
AA
73
AlphaMark Advisors
Kentucky
$15K +$1.36K +37 +11%
HGERS
74
Householder Group Estate & Retirement Specialist
Arizona
$13.7K +$7.77K +211 +145%
TFGT
75
TS Financial Group (TSFG)
Illinois
$7K +$7.07K +192 New

SSUS Hedge Fund Activity: Q1 2024 in Review

76 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) for Q1 2024, worth a combined $520M — up 11% from $467M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SSUS positions and 7 closed out — a net gain of 7 holders — while 26 added to existing stakes and 33 trimmed.

The largest buyer was Founders Financial Securities, opening a new position worth an estimated $22.1M. The largest seller was Morgan Stanley, cutting an estimated $12.2M.

  • 76 institutional investors held Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) as of Q1 2024, up from 69 in Q4 2023.
  • Funds reported $520M of Day Hagan/Ned Davis Research Smart Sector ETF stock for Q1 2024, up 11% quarter-over-quarter.
  • 14 funds opened new Day Hagan/Ned Davis Research Smart Sector ETF positions in Q1 2024 and 7 closed out, a net change of +7 holders.
  • The largest Day Hagan/Ned Davis Research Smart Sector ETF buyer in Q1 2024 was Founders Financial Securities, an estimated $22.1M added.
  • The largest Day Hagan/Ned Davis Research Smart Sector ETF seller in Q1 2024 was Morgan Stanley, an estimated $12.2M sold.

Based on aggregated 13F filings for Q1 2024.