We are live on ! Find out more
SSUS icon

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
IWC
1
Integrated Wealth Concepts
Massachusetts
$53.7M -$3.34M -90,600 -6%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$52.9M -$2.4M -65,152 -5%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$41M -$2.18M -59,093 -5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$34.6M -$677K -18,380 -2%
RJA
5
Raymond James & Associates
Florida
$31.2M -$161K -4,370 -0.5%
PFS
6
Prospera Financial Services
Texas
$31M -$179K -4,856 -0.6%
DLHL
7
Donald L. Hagan LLC
Florida
$29.1M +$151K +4,090 +0.5%
FFS
8
Founders Financial Securities
Maryland
$23.1M +$22.1M +599,629 New
ATPW
9
Ashton Thomas Private Wealth
Arizona
$22.6M -$753K -20,459 -3%
IWM
10
IHT Wealth Management
Illinois
$21.6M -$548K -14,888 -3%
LPL Financial
11
LPL Financial
California
$16.8M +$5.77M +156,649 +56%
OIA
12
OneDigital Investment Advisors
Kansas
$16.2M +$602K +16,352 +4%
SPWG
13
Sage Private Wealth Group
Illinois
$15.3M +$3.05M +82,847 +26%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$13.6M -$120K -3,271 -0.9%
PSP
15
Pacific Sage Partners
Washington
$13.5M +$857K +23,284 +7%
Morgan Stanley
16
Morgan Stanley
New York
$11.9M -$12.2M -331,526 -52%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$8.07M -$468K -12,702 -6%
Osaic Holdings
18
Osaic Holdings
Arizona
$7.93M +$406K +11,018 +6%
SPIA
19
Steward Partners Investment Advisory
New York
$6.72M -$148K -4,018 -2%
SW
20
SkyOak Wealth
Michigan
$6.69M -$45.4K -1,234 -0.7%
AWA
21
ARQ Wealth Advisors
Arizona
$5.82M +$722K +19,615 +15%
SWA
22
Stratos Wealth Advisors
Ohio
$5.5M -$317K -8,598 -6%
Stifel Financial
23
Stifel Financial
Missouri
$5.07M -$46K -1,249 -0.9%
SFI
24
SPC Financial Inc
Maryland
$4.95M +$777K +21,089 +20%
FIM
25
Freedom Investment Management
Connecticut
$3.42M -$179K -4,862 -5%

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.