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Day Hagan/Ned Davis Research Smart Sector ETF

70 hedge funds and large institutions have $456M invested in Day Hagan/Ned Davis Research Smart Sector ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 38 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.72% more ownership

Funds ownership: 80.27%80.99% (+0.72%)

0% more funds holding

Funds holding: 7070 (0)

7% less capital invested

Capital invested by funds: $489M → $456M (-$33.5M)

55% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 38

Holders
70
Holders Change
Holders Change %
0%
% of All Funds
0.94%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
6
Increased
17
Reduced
38
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$58.5M -$12.3M -289,465 -17%
IWC
2
Integrated Wealth Concepts
Massachusetts
$49.4M -$1.62M -38,171 -3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$36.8M -$2.39M -56,562 -6%
PFS
4
Prospera Financial Services
Texas
$33.2M -$505K -11,933 -1%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$31.7M -$3.88M -91,563 -11%
DLHL
6
Donald L. Hagan LLC
Florida
$28.6M +$1.09M +25,676 +4%
FFS
7
Founders Financial Securities
Maryland
$22.7M -$546K -12,908 -2%
IWM
8
IHT Wealth Management
Illinois
$22M -$1.02M -24,089 -4%
LPL Financial
9
LPL Financial
California
$19.4M +$859K +20,296 +4%
ATPW
10
Ashton Thomas Private Wealth
Arizona
$18.3M -$2.21M -52,146 -10%
PSP
11
Pacific Sage Partners
Washington
$15.8M -$179K -4,226 -1%
OIA
12
OneDigital Investment Advisors
Kansas
$15.4M -$967K -22,852 -6%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$14.8M +$8.43M +199,211 +121%
Morgan Stanley
14
Morgan Stanley
New York
$13.3M +$419K +9,905 +3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$9.2M +$485K +11,463 +5%
SFI
16
SPC Financial Inc
Maryland
$8.91M +$352K +8,307 +4%
SPIA
17
Steward Partners Investment Advisory
New York
$7.52M -$131K -3,084 -2%
SW
18
SkyOak Wealth
Michigan
$6.52M -$186K -4,398 -3%
JCM
19
J2 Capital Management
Michigan
$6.49M +$4.94M +116,608 +272%
EMAM
20
Encompass More Asset Management
California
$3.86M +$120K +2,828 +3%
FIM
21
Freedom Investment Management
Connecticut
$3.2M -$137K -3,228 -4%
GS
22
GTS Securities
New York
$2.84M +$1.76M +41,518 +147%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.3M -$206K -4,861 -8%
RBFC
24
Roman Butler Fullerton & Co
Missouri
$2M +$45.7K +1,080 +2%
Stifel Financial
25
Stifel Financial
Missouri
$1.54M +$92.6K +2,188 +6%

SSUS Hedge Fund Activity: Q1 2025 in Review

70 of the 7,463 institutional investors tracked by Wall St. Rank reported a position in Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) for Q1 2025, worth a combined $456M — down 6.8% from $489M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SSUS positions and 4 closed out — a net gain of 2 holders — while 17 added to existing stakes and 38 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $8.43M. The largest seller was Raymond James Financial, cutting an estimated $12.3M.

  • 70 institutional investors held Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $456M of Day Hagan/Ned Davis Research Smart Sector ETF stock for Q1 2025, down 6.8% quarter-over-quarter.
  • 6 funds opened new Day Hagan/Ned Davis Research Smart Sector ETF positions in Q1 2025 and 4 closed out, a net change of +2 holders.
  • The largest Day Hagan/Ned Davis Research Smart Sector ETF buyer in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $8.43M added.
  • The largest Day Hagan/Ned Davis Research Smart Sector ETF seller in Q1 2025 was Raymond James Financial, an estimated $12.3M sold.

Based on aggregated 13F filings for Q1 2025.