SSUS icon

Day Hagan/Ned Davis Research Smart Sector ETF
SSUS

Overview Fund Activity

49 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 7 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-3
Holders Change %
-5.77%
% of All Funds
0.78%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
7
Increased
18
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
$8.6M
2
PFS
Prospera Financial Services
Texas
$23M
3
AFM
Andesa Financial Management
Pennsylvania
$4.32M
4
RJA
Raymond James & Associates
Florida
$27.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$19.5M

Top Sellers

1
DLHL
Donald L. Hagan LLC
Florida
$25.6M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$52.7M
3
WCG
Wall Capital Group
Arizona
$0
4
KWM
Kingsview Wealth Management
Oregon
$398K
5
FIM
Freedom Investment Management
Connecticut
$424K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$52.7M -$3.63M -110,060 -6%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$34.8M -$1.4M -42,402 -4%
RJA
3
Raymond James & Associates
Florida
$27.5M +$2.07M +62,764 +8%
DLHL
4
Donald L. Hagan LLC
Florida
$25.6M -$6.27M -189,821 -20%
PFS
5
Prospera Financial Services
Texas
$23M +$2.99M +90,437 +15%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$19.5M +$1.47M +44,542 +8%
ATPW
7
Ashton Thomas Private Wealth
Arizona
$11.1M -$341K -10,317 -3%
IWM
8
IHT Wealth Management
Illinois
$10.8M +$601K +18,197 +6%
OIA
9
OneDigital Investment Advisors
Kansas
$8.6M +$3.45M +104,443 +67%
LPL Financial
10
LPL Financial
California
$8.2M -$429K -12,997 -5%
Morgan Stanley
11
Morgan Stanley
New York
$7.05M -$1.78M -53,939 -20%
SW
12
SkyOak Wealth
Michigan
$6.33M -$185K -5,591 -3%
SPIA
13
Steward Partners Investment Advisory
New York
$4.84M -$96.4K -2,920 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.59M -$353K -10,684 -7%
FCAG
15
First Capital Advisors Group
New Jersey
$4.56M -$57.9K -1,754 -1%
SIA
16
SkyView Investment Advisors
New Jersey
$4.56M -$57.9K -1,754 -1%
AFM
17
Andesa Financial Management
Pennsylvania
$4.32M +$2.4M +125,010 +125%
Stifel Financial
18
Stifel Financial
Missouri
$3.47M +$92.3K +2,796 +3%
Truist Financial
19
Truist Financial
North Carolina
$3.22M -$78.2K -2,368 -2%
SWA
20
Stratos Wealth Advisors
Ohio
$3.18M +$3.73K +113 +0.1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.12M -$227K -6,881 -10%
SFI
22
SPC Financial Inc
Maryland
$2.02M -$1.44M -43,731 -42%
SWA
23
SFMG Wealth Advisors
Texas
$1.45M -$185K -5,604 -11%
RJT
24
Raymond James Trust
Florida
$1.44M +$14.9K +450 +1%
JCM
25
J2 Capital Management
Michigan
$1.38M -$1.7M -51,466 -55%
1
2 3