Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
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.
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: 69 → 76 (+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: 5 → 4 (-1)
21% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFS
Founders Financial Securities
Towson,
Maryland
|
+$22.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.77M |
| 3 |
SPWG
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
+$3.05M |
| 4 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$2.08M |
| 5 |
GS
GTS Securities
New York
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$12.2M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$3.34M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$2.4M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.18M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$2.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TC
76
Truvestments Capital
Sarasota,
Florida
| $942 | +$921 | +25 | New |
|
|
DAS
77
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$465K | -13,260 | Closed |
|
|
BCI
78
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$243K | -6,844 | Closed |
|
|
OPS
79
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$243K | -6,844 | Closed |
|
|
RIA
80
Regal Investment Advisors
Kentwood,
Michigan
| – | -$242K | -6,784 | Closed |
|
|
JAFL
81
Jay A. Fishman Ltd
Troy,
Michigan
| – | -$206K | -5,775 | Closed |
|
82
Wells Fargo
San Francisco,
California
| – | -$26.7K | -750 | Closed |
|
|
GI
83
Gradient Investments
Arden Hills,
Minnesota
| – | -$428 | -12 | Closed |
|
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.