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Day Hagan/Ned Davis Research Smart Sector ETF

57 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, 22 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+8
Holders Change %
+16.33%
% of All Funds
0.9%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
14
Increased
22
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$56.9M +$199K +5,618 +0.4%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$36.9M -$586K -16,512 -2%
RJA
3
Raymond James & Associates
Florida
$30.3M +$651K +18,322 +2%
PFS
4
Prospera Financial Services
Texas
$28.4M +$3.7M +104,324 +15%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$27M +$6.08M +171,330 +29%
DLHL
6
Donald L. Hagan LLC
Florida
$26.9M -$689K -19,410 -3%
ATPW
7
Ashton Thomas Private Wealth
Arizona
$17.7M +$5.8M +163,285 +49%
IWM
8
IHT Wealth Management
Illinois
$14M +$2.44M +68,817 +21%
OIA
9
OneDigital Investment Advisors
Kansas
$12M +$2.79M +78,660 +30%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$11.6M +$9.65M +271,843 +501%
Morgan Stanley
11
Morgan Stanley
New York
$10.5M +$2.91M +81,811 +38%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$10.1M +$10.1M +283,668 New
LPL Financial
13
LPL Financial
California
$10M +$1.17M +32,941 +13%
FCAG
14
First Capital Advisors Group
New Jersey
$7.52M +$2.62M +73,745 +53%
SIA
15
SkyView Investment Advisors
New Jersey
$7.52M +$2.62M +73,745 +53%
SW
16
SkyOak Wealth
Michigan
$6.53M -$283K -7,974 -4%
SWA
17
Stratos Wealth Advisors
Ohio
$6.37M +$2.95M +83,094 +86%
SPIA
18
Steward Partners Investment Advisory
New York
$6.13M +$918K +25,838 +18%
PSP
19
Pacific Sage Partners
Washington
$5.19M +$5.19M +146,165 New
Osaic Holdings
20
Osaic Holdings
Arizona
$4.99M +$54K +1,522 +1%
AWA
21
ARQ Wealth Advisors
Arizona
$4.53M +$4.53M +127,521 New
Stifel Financial
22
Stifel Financial
Missouri
$3.6M -$139K -3,915 -4%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$3.08M +$1.91M +53,866 +164%
SFI
24
SPC Financial Inc
Maryland
$2.9M +$726K +20,458 +33%
JCM
25
J2 Capital Management
Michigan
$2.43M +$946K +26,654 +64%