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Day Hagan/Ned Davis Research Smart Sector ETF
SSUS

Overview Fund Activity

68 hedge funds and large institutions have $466M 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, 21 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
1%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
12
Increased
21
Reduced
32
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$53M
2
Morgan Stanley
2
Morgan Stanley
New York
$22.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$32.7M
4
PSP
4
Pacific Sage Partners
Washington
$11.7M
5
ATPW
5
Ashton Thomas Private Wealth
Arizona
$21.7M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$51.3M
2
GS
2
GTS Securities
New York
$253K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.96M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$1.47M
5
SWA
5
SFMG Wealth Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
1
Integrated Wealth Concepts
Massachusetts
$53M +$53M +1,487,296 New
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$51.3M -$5.7M -160,026 -10%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$40.1M +$1.36M +38,124 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$32.7M +$3.13M +87,722 +11%
RJA
5
Raymond James & Associates
Florida
$29.1M -$645K -18,106 -2%
PFS
6
Prospera Financial Services
Texas
$28.9M -$497K -13,936 -2%
DLHL
7
Donald L. Hagan LLC
Florida
$26.8M -$353K -9,917 -1%
Morgan Stanley
8
Morgan Stanley
New York
$22.9M +$10.3M +288,715 +82%
ATPW
9
Ashton Thomas Private Wealth
Arizona
$21.7M +$1.58M +44,226 +8%
IWM
10
IHT Wealth Management
Illinois
$20.6M +$1.29M +36,184 +7%
OIA
11
OneDigital Investment Advisors
Kansas
$14.4M +$1.06M +29,625 +8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$12.7M +$31.7K +889 +0.2%
PSP
13
Pacific Sage Partners
Washington
$11.7M +$1.61M +45,322 +16%
SPWG
14
Sage Private Wealth Group
Illinois
$11.3M -$185K -5,188 -2%
LPL Financial
15
LPL Financial
California
$9.95M -$1,000K -28,055 -9%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$7.93M +$427K +11,998 +6%
Osaic Holdings
17
Osaic Holdings
Arizona
$6.96M -$2.88M -80,945 -29%
SPIA
18
Steward Partners Investment Advisory
New York
$6.37M +$182K +5,107 +3%
SW
19
SkyOak Wealth
Michigan
$6.24M -$196K -5,508 -3%
SWA
20
Stratos Wealth Advisors
Ohio
$5.4M -$887K -24,907 -14%
Stifel Financial
21
Stifel Financial
Missouri
$4.74M +$1.08M +30,200 +29%
AWA
22
ARQ Wealth Advisors
Arizona
$4.7M +$395K +11,090 +9%
SFI
23
SPC Financial Inc
Maryland
$3.84M +$516K +14,484 +16%
FIM
24
Freedom Investment Management
Connecticut
$3.34M +$29.9K +838 +0.9%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$3.24M -$108K -3,035 -3%
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