RAA ETF OPPORTUNITIES TRUST
FollowSMI REAL ETF (fund)
9 managers (9 13F filers) reported a position in RAA shares at 2025-03-31, 7,422,681 shares in all. 9 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 9
- Added
- 0
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 7,422,681
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| SMI Advisory Services, LLC | 7,015,342 | $157M | 35.57% | new | 13F-HRTimeline |
| EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L… | 291,830 | $7.03M | 0.39% | new | 13F-HRTimelineGroup |
| IFP Advisors, Inc | 44,609 | $1.08M | 0.03% | new | 13F-HRTimeline |
| Straight Path Wealth Management | 17,518 | $422K | 0.17% | new | 13F-HRTimeline |
| EP Wealth Advisors, LLC | 16,874 | $407K | <0.01% | new | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 13,260 | $320K | <0.01% | new | 13F-HR/ATimelineGroup |
| UBS Group AGin group UBS Group AG | 12,083 | $291K | <0.01% | new | 13F-HRTimelineGroup |
| TCI Wealth Advisors, Inc. | 11,165 | $269K | 0.02% | new | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | new | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |