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Day Hagan/Ned Davis Research Smart Sector ETF

69 hedge funds and large institutions have $455M 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, 16 increasing their positions, 38 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $489M → $455M (-$33.5M)

58% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 38

Holders
69
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
IWC
2
Integrated Wealth Concepts
Massachusetts
$49.4M
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$36.8M
PFS
4
Prospera Financial Services
Texas
$33.2M
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$31.7M
DLHL
6
Donald L. Hagan LLC
Florida
$28.6M
FFS
7
Founders Financial Securities
Maryland
$22.7M
IWM
8
IHT Wealth Management
Illinois
$22M
LPL Financial
9
LPL Financial
California
$19.4M
ATPW
10
Ashton Thomas Private Wealth
Arizona
$18.3M
PSP
11
Pacific Sage Partners
Washington
$15.8M
OIA
12
OneDigital Investment Advisors
Kansas
$15.4M
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$14.8M
Morgan Stanley
14
Morgan Stanley
New York
$13.3M
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$9.2M
SFI
16
SPC Financial Inc
Maryland
$8.91M
SPIA
17
Steward Partners Investment Advisory
New York
$7.52M
SW
18
SkyOak Wealth
Michigan
$6.52M
JCM
19
J2 Capital Management
Michigan
$6.49M
EMAM
20
Encompass More Asset Management
California
$3.86M
FIM
21
Freedom Investment Management
Connecticut
$3.2M
GS
22
GTS Securities
New York
$2.84M
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.3M
RBFC
24
Roman Butler Fullerton & Co
Missouri
$2M
Stifel Financial
25
Stifel Financial
Missouri
$1.54M