We are live on ! Find out more
SSUS icon

Day Hagan/Ned Davis Research Smart Sector ETF

70 hedge funds and large institutions have $493M invested in Day Hagan/Ned Davis Research Smart Sector ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.41% more ownership

Funds ownership: 77.75%79.17% (+1.4%)

5% less capital invested

Capital invested by funds: $520M → $493M (-$26.9M)

8% less funds holding

Funds holding: 7670 (-6)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

35% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 34

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
70
Holders Change
-6
Holders Change %
-7.89%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
6
Increased
22
Reduced
34
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
1
Integrated Wealth Concepts
Massachusetts
$51.7M -$3.32M -87,040 -6%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$46.9M -$7.19M -188,436 -14%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$37.4M +$1.79M +46,830 +5%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$35.7M -$6.19M -162,143 -15%
PFS
5
Prospera Financial Services
Texas
$33.7M +$1.86M +48,636 +6%
RJA
6
Raymond James & Associates
Florida
$32.7M +$607K +15,900 +2%
DLHL
7
Donald L. Hagan LLC
Florida
$30.8M +$880K +23,063 +3%
FFS
8
Founders Financial Securities
Maryland
$23.5M -$222K -5,812 -1%
IWM
9
IHT Wealth Management
Illinois
$21.8M -$380K -9,967 -2%
ATPW
10
Ashton Thomas Private Wealth
Arizona
$19.8M -$3.29M -86,289 -15%
LPL Financial
11
LPL Financial
California
$17.8M +$601K +15,750 +4%
OIA
12
OneDigital Investment Advisors
Kansas
$16.1M -$498K -13,062 -3%
PSP
13
Pacific Sage Partners
Washington
$14.8M +$886K +23,223 +7%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$13.7M -$306K -8,009 -2%
Morgan Stanley
15
Morgan Stanley
New York
$12.2M -$88.6K -2,323 -0.7%
Osaic Holdings
16
Osaic Holdings
Arizona
$8.28M +$123K +3,222 +2%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$7.77M -$505K -13,237 -6%
SPIA
18
Steward Partners Investment Advisory
New York
$6.79M -$114K -2,995 -2%
SW
19
SkyOak Wealth
Michigan
$6.7M -$169K -4,426 -3%
AWA
20
ARQ Wealth Advisors
Arizona
$6.14M +$153K +4,013 +3%
SWA
21
Stratos Wealth Advisors
Ohio
$5.58M -$69.2K -1,813 -1%
SFI
22
SPC Financial Inc
Maryland
$5.52M +$414K +10,846 +8%
FIM
23
Freedom Investment Management
Connecticut
$3.4M -$106K -2,791 -3%
EMAM
24
Encompass More Asset Management
California
$2.7M +$171K +4,481 +7%
RJT
25
Raymond James Trust
Florida
$2.61M +$40.7K +1,067 +2%

SSUS Hedge Fund Activity: Q2 2024 in Review

70 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) for Q2 2024, worth a combined $493M — down 5.2% from $520M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of SSUS and 6 opened new positions — a net loss of 6 holders — while 34 trimmed existing stakes and 22 added.

The largest buyer was Prospera Financial Services, adding an estimated $1.86M. The largest seller was Sage Private Wealth Group, cutting an estimated $14.9M.

  • 70 institutional investors held Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) as of Q2 2024, down from 76 in Q1 2024.
  • Funds reported $493M of Day Hagan/Ned Davis Research Smart Sector ETF stock for Q2 2024, down 5.2% quarter-over-quarter.
  • 6 funds opened new Day Hagan/Ned Davis Research Smart Sector ETF positions in Q2 2024 and 12 closed out, a net change of -6 holders.
  • The largest Day Hagan/Ned Davis Research Smart Sector ETF buyer in Q2 2024 was Prospera Financial Services, an estimated $1.86M added.
  • The largest Day Hagan/Ned Davis Research Smart Sector ETF seller in Q2 2024 was Sage Private Wealth Group, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2024.