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Main Thematic Innovation ETF

24 hedge funds and large institutions have $113M invested in Main Thematic Innovation ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
10
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MM
1
Main Management
California
$41.4M +$1.58M +106,346 +4%
BCI
2
Brinker Capital Investments
Pennsylvania
$33.3M +$3.71M +250,108 +13%
OPS
3
Orion Portfolio Solutions
Nebraska
$33.3M +$3.71M +250,108 +13%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.2M +$132K +8,896 +12%
TC
5
TownSquare Capital
Utah
$1.03M +$626K +42,155 +155%
Osaic Holdings
6
Osaic Holdings
Arizona
$746K -$853K -57,417 -53%
GM
7
GeoWealth Management
Illinois
$592K +$592K +39,836 New
WP
8
WealthPLAN Partners
Nebraska
$480K +$22.4K +1,507 +5%
MA
9
Mutual Advisors
Nebraska
$352K +$57.9K +3,900 +20%
CW
10
CreativeOne Wealth
Kansas
$271K +$88.6K +5,956 +49%
LPL Financial
11
LPL Financial
California
$190K -$285K -19,170 -60%
AWS
12
Atria Wealth Solutions
New York
$183K +$22.2K +1,494 +14%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$176K +$176K +11,822 New
FA
14
Fiduciary Alliance
South Carolina
$47K +$47K +3,168 New
HI
15
Harbour Investments
Wisconsin
$31.1K -$2.75K -185 -8%
GWM
16
Geneos Wealth Management
Colorado
$7.35K +$401 +27 +6%
IGWM
17
ICA Group Wealth Management
Colorado
$4.14K +$4.14K +279 New
UBS Group
18
UBS Group
Switzerland
$4.07K -$34.3K -2,312 -89%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3K +$3K +224 New
AF
20
Allworth Financial
California
$2.51K
Morgan Stanley
21
Morgan Stanley
New York
$1.47K -$1.92K -129 -57%
IA
22
IFP Advisors
Florida
$1.14K -$579 -39 -34%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$876 +$876 +59 New
WIM
24
Westside Investment Management
California
$817 +$817 +55 New
BAM
25
Belpointe Asset Management
Nevada
-$157K -11,106 Closed