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Main Thematic Innovation ETF

25 hedge funds and large institutions have $179M invested in Main Thematic Innovation ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
12
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
1
Brinker Capital Investments
Pennsylvania
$56.7M -$89.7K -5,118 -0.2%
OPS
2
Orion Portfolio Solutions
Nebraska
$56.7M -$89.7K -5,118 -0.2%
MM
3
Main Management
California
$50.2M +$72.1K +4,112 +0.1%
Osaic Holdings
4
Osaic Holdings
Arizona
$7.09M +$6.17M +351,788 +666%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.61M +$252K +14,348 +19%
TC
6
TownSquare Capital
Utah
$1.47M +$126K +7,215 +9%
GM
7
GeoWealth Management
Illinois
$1.02M +$110K +6,290 +12%
CW
8
CreativeOne Wealth
Kansas
$846K +$539K +30,791 +176%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$755K +$3.56K +203 +0.5%
AWS
10
Atria Wealth Solutions
New York
$696K +$7.52K +429 +1%
WP
11
WealthPLAN Partners
Nebraska
$613K -$2.1K -120 -0.3%
MA
12
Mutual Advisors
Nebraska
$562K +$200K +11,395 +55%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$319K +$21.8K +1,246 +7%
EMAM
14
Encompass More Asset Management
California
$214K +$9.5K +542 +5%
WT
15
Whittier Trust
California
$80.2K
HI
16
Harbour Investments
Wisconsin
$35.9K -$8.54K -487 -19%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$19K +$19K +1,083 New
Morgan Stanley
18
Morgan Stanley
New York
$9.45K -$7.13K -407 -43%
GWM
19
Geneos Wealth Management
Colorado
$8.2K
EWA
20
EverSource Wealth Advisors
Alabama
$7.95K +$7.95K +500 New
IGWM
21
ICA Group Wealth Management
Colorado
$7.5K +$1.96K +112 +35%
US Bancorp
22
US Bancorp
Minnesota
$3.51K +$3.51K +200 New
FHA
23
First Horizon Advisors
Tennessee
$2.65K +$2.65K +151 New
GI
24
Gradient Investments
Minnesota
$912
UBS Group
25
UBS Group
Switzerland
$88 -$1.25K -71 -93%