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Day Hagan/Ned Davis Research Smart Sector ETF

68 hedge funds and large institutions have $445M invested in Day Hagan/Ned Davis Research Smart Sector ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

0% more funds holding

Funds holding: 6868 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

3.58% less ownership

Funds ownership: 83.71%80.13% (-3.6%)

7% less capital invested

Capital invested by funds: $477M → $445M (-$32.1M)

Holders
68
Holders Change
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
24
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$60.9M +$593K +12,196 +1%
ATPW
2
Ashton Thomas Private Wealth
Arizona
$55.8M +$48.1K +989 +0.1%
IWC
3
Integrated Wealth Concepts
Massachusetts
$46.2M -$1.99M -41,006 -4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$40M -$111K -2,290 -0.3%
PFS
5
Prospera Financial Services
Texas
$33.2M -$3.88M -79,727 -10%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$32.6M -$3.33M -68,355 -9%
IWM
7
IHT Wealth Management
Illinois
$25M -$193K -3,960 -0.8%
LPL Financial
8
LPL Financial
California
$18.7M -$222K -4,573 -1%
PSP
9
Pacific Sage Partners
Washington
$17.9M +$248K +5,096 +1%
OIA
10
OneDigital Investment Advisors
Kansas
$17.7M -$872K -17,921 -5%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$9.83M +$437K +8,977 +5%
AC
12
AlphaCore Capital
California
$9.06M +$9.04M +185,892 New
SPIA
13
Steward Partners Investment Advisory
New York
$8.25M -$224K -4,602 -3%
Morgan Stanley
14
Morgan Stanley
New York
$7.26M -$5.89M -121,121 -45%
SW
15
SkyOak Wealth
Michigan
$7.17M -$83.6K -1,718 -1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$5.76M -$20.2K -416 -0.4%
JCM
17
J2 Capital Management
Michigan
$5.28M +$102K +2,095 +2%
VT
18
Vise Technologies
New York
$4.57M +$3.93M +80,784 +626%
IWA
19
Independent Wealth Advisors
North Carolina
$3.67M +$3.67M +75,347 New
DWS
20
Discipline Wealth Solutions
South Carolina
$3.41M +$142K +2,924 +4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.75M -$3.7K -76 -0.1%
RBFC
22
Roman Butler Fullerton & Co
Missouri
$2.64M -$18.2K -375 -0.7%
GS
23
GTS Securities
New York
$2.32M +$1.48M +30,407 +176%
VAS
24
Vestmark Advisory Solutions
Massachusetts
$2.24M +$891K +18,326 +66%
MYIA
25
Mount Yale Investment Advisors
Colorado
$2.24M +$890K +18,291 +66%

SSUS Hedge Fund Activity: Q4 2025 in Review

68 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) for Q4 2025, worth a combined $445M — down 6.7% from $477M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SSUS positions and 6 closed out — a net gain of 2 holders — while 24 added to existing stakes and 26 trimmed.

The largest buyer was AlphaCore Capital, opening a new position worth an estimated $9.04M. The largest seller was Morgan Stanley, cutting an estimated $5.89M.

  • 68 institutional investors held Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $445M of Day Hagan/Ned Davis Research Smart Sector ETF stock for Q4 2025, down 6.7% quarter-over-quarter.
  • 8 funds opened new Day Hagan/Ned Davis Research Smart Sector ETF positions in Q4 2025 and 6 closed out, a net change of +2 holders.
  • The largest Day Hagan/Ned Davis Research Smart Sector ETF buyer in Q4 2025 was AlphaCore Capital, an estimated $9.04M added.
  • The largest Day Hagan/Ned Davis Research Smart Sector ETF seller in Q4 2025 was Morgan Stanley, an estimated $5.89M sold.

Based on aggregated 13F filings for Q4 2025.