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Main Thematic Innovation ETF

27 hedge funds and large institutions have $158M invested in Main Thematic Innovation ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 1 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+5
Holders Change %
+22.73%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
15
Reduced
1
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
1
Brinker Capital Investments
Pennsylvania
$51.7M +$12.9M +807,149 +33%
OPS
2
Orion Portfolio Solutions
Nebraska
$51.7M +$12.9M +807,149 +33%
MM
3
Main Management
California
$46.9M +$401K +24,451 +0.9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.27M +$288K +17,577 +29%
TC
5
TownSquare Capital
Utah
$1.26M +$81.9K +5,000 +7%
Osaic Holdings
6
Osaic Holdings
Arizona
$865K +$40.9K +2,496 +5%
GM
7
GeoWealth Management
Illinois
$849K +$114K +6,972 +16%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$702K +$229K +13,960 +48%
AWS
9
Atria Wealth Solutions
New York
$644K +$211K +12,875 +49%
WP
10
WealthPLAN Partners
Nebraska
$574K +$34.9K +2,133 +6%
MA
11
Mutual Advisors
Nebraska
$338K +$84.6K +5,165 +33%
CW
12
CreativeOne Wealth
Kansas
$287K +$287K +17,497 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$278K +$45.3K +2,764 +19%
EMAM
14
Encompass More Asset Management
California
$191K +$191K +11,639 New
LPL Financial
15
LPL Financial
California
$170K +$170K +10,352 New
WT
16
Whittier Trust
California
$75K +$75K +4,577 New
HI
17
Harbour Investments
Wisconsin
$41.6K +$7.22K +441 +21%
ASN
18
Advisory Services Network
Georgia
$27.4K +$27.4K +1,673 New
Morgan Stanley
19
Morgan Stanley
New York
$15.5K +$4.72K +288 +44%
GWM
20
Geneos Wealth Management
Colorado
$7.67K
IGWM
21
ICA Group Wealth Management
Colorado
$5.18K +$5.18K +316 New
CAS
22
Coppell Advisory Solutions
Texas
$2.74K +$2.36K +144 +626%
TVAMP
23
Tennessee Valley Asset Management Partners
Tennessee
$2.44K +$2.44K +149 New
Fidelity Investments
24
Fidelity Investments
Massachusetts
$2.11K +$2.11K +129 New
UBS Group
25
UBS Group
Switzerland
$1.25K -$20.2K -1,235 -94%