The Brief
Your morning read. Every fund's overnight activity ranked by how much it matters, with the multi-fund moves surfaced first.
Public data · read daily · before the open
What your funds bought yesterday is public this morning. Everything else you read is months behind.
SEC Rule 6c-11 requires most US-listed ETFs to post a complete position list each business day, before the market opens — free and public, no subscription. It is the most current portfolio disclosure the public gets, and it goes largely unread, because reading it means diffing hundreds of position files against yesterday's. ETFPulseIQ does exactly that for the funds you hold, and hands you the ranked result before your first meeting.
Access is granted by hand — there's no self-serve signup. Tell us about your practice and we'll wire your funds before you log in.
Why it's worth reading
Everyone watches what professional managers own. Almost everyone watches it months late.
- 13F filings Large managers' equity positions, quarterly 4–5 months old
- Form N-PORT Full fund portfolios, filed to the SEC 2–5 months old
- Fund fact sheets Top ten positions, and nothing beneath them quarterly, partial
- The daily holdings file Every position in every fund you hold — what ETFPulseIQ reads yesterday's close
Where a fund discloses under SEC Rule 6c-11, its positions are published as of the prior business day's close, before the opening of regular trading. Not every US-listed ETF falls under that rule — unit investment trusts, ETF share classes of a mutual fund, and funds operating under older individual exemptive relief disclose on their own schedules, some daily and some monthly. A separate category of active ETFs is permitted to withhold daily holdings altogether, and what those funds publish instead varies by fund rather than by issuer. Daily activity is only available where a fund actually publishes daily. Form 13F, by comparison, is filed 45 days after a quarter ends, so a position opened early in a quarter can wait more than four months to surface.
How it works
The work nobody wants to do, done before you wake up.
The holdings are already public. Diffing them every morning, position by position, across every fund in your models, is the part that never gets done. That's the whole product.
01
Add the funds you hold
Type a ticker. Known funds connect instantly from our shared wiring registry; anything new gets wired for you, and every account that adds it afterwards is connected automatically.
02
We wait at the source
Every issuer posts on its own schedule inside the pre-open window. ETFPulseIQ learns that window fund by fund, polls on an adaptive cadence, and content-hashes each file — so the diff runs the moment something genuinely changed, not on a fixed cron that misses it.
03
Changes become activity
Position-level diffs are resolved into plain buy, sell, new and exited events with size and weight change — and read correctly for long/short funds, where a bigger short isn't a purchase.
04
You read The Brief
One ranked morning page: what your funds bought and sold, where several managers moved the same way, and what deserves a second look before your next meeting. Across the funds we track, a new file arrives on average between just after 7:00 and about 10:30 a.m. Eastern.
What you get
A terminal for manager activity, not another dashboard.
Six surfaces, each answering a question an advisor actually gets asked — in the meeting, not in a quarterly review deck.
Net Flow
Net activity summed across every fund you track over any date range — where the managers you allocate to are collectively leaning, by name and by sector.
Per-fund ledger
A chronological buy/sell ledger for any single fund, with the source file and date behind every line so a client question ends in a citation, not a guess.
ConvictionIQ™ scoring
An AI layer over the raw diffs: a 0–100 conviction read and a short plain-English narrative per fund, regenerated only when the underlying holdings actually move.
Thresholds & alerts
Set what counts as meaningful — weight change, a new position, a full exit — per fund, per watchlist or firm-wide, and get it in the app or by email the moment it trips.
Watchlists & exports
Group funds into models and watchlists, then export holdings and detected changes to CSV or PDF for the meeting folder and the compliance file.
Request access
We onboard advisors one at a time.
There's no self-serve signup. Send a note about your practice and the funds you hold, and you'll hear back from a person.
- You send this form. It lands in the founder's inbox — not a queue.
- We wire your funds first. Any fund we don't already read gets connected before your account is created.
- You get a login. Credentials arrive by email, with your funds already tracking.
Prefer email? Write to trey.poteet@gmail.com.
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