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Day Hagan/Ned Davis Research Smart Sector ETF

75 hedge funds and large institutions have $519M 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, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+7
Holders Change %
+10.29%
% 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
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
1
Integrated Wealth Concepts
Massachusetts
$53.7M -$3.48M -90,600 -6%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$52.9M -$2.51M -65,152 -5%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$41M -$2.27M -59,093 -5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$34.6M -$707K -18,380 -2%
RJA
5
Raymond James & Associates
Florida
$31.2M -$168K -4,370 -0.5%
PFS
6
Prospera Financial Services
Texas
$31M -$187K -4,856 -0.6%
DLHL
7
Donald L. Hagan LLC
Florida
$29.1M +$157K +4,090 +0.5%
FFS
8
Founders Financial Securities
Maryland
$23.1M +$23.1M +599,629 New
ATPW
9
Ashton Thomas Private Wealth
Arizona
$22.6M -$787K -20,459 -3%
IWM
10
IHT Wealth Management
Illinois
$21.6M -$572K -14,888 -3%
LPL Financial
11
LPL Financial
California
$16.8M +$6.02M +156,649 +56%
OIA
12
OneDigital Investment Advisors
Kansas
$16.2M +$629K +16,352 +4%
SPWG
13
Sage Private Wealth Group
Illinois
$15.3M +$3.19M +82,847 +26%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$13.6M -$126K -3,271 -0.9%
PSP
15
Pacific Sage Partners
Washington
$13.5M +$895K +23,284 +7%
Morgan Stanley
16
Morgan Stanley
New York
$11.9M -$12.7M -331,526 -52%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$8.07M -$488K -12,702 -6%
Osaic Holdings
18
Osaic Holdings
Arizona
$7.93M +$424K +11,018 +6%
SPIA
19
Steward Partners Investment Advisory
New York
$6.72M -$154K -4,018 -2%
SW
20
SkyOak Wealth
Michigan
$6.69M -$47.4K -1,234 -0.7%
AWA
21
ARQ Wealth Advisors
Arizona
$5.82M +$754K +19,615 +15%
SWA
22
Stratos Wealth Advisors
Ohio
$5.5M -$331K -8,598 -6%
Stifel Financial
23
Stifel Financial
Missouri
$5.07M -$48K -1,249 -0.9%
SFI
24
SPC Financial Inc
Maryland
$4.95M +$811K +21,089 +20%
FIM
25
Freedom Investment Management
Connecticut
$3.42M -$187K -4,862 -5%