Anfield US Equity Sector Rotation ETF
AESR
17 hedge funds and large institutions have $225M invested in Anfield US Equity Sector Rotation ETF in 2026 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 7 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
70% more capital invested
Capital invested by funds: $132M → $225M (+$92.4M)
5.46% less ownership
Funds ownership: 93.05% → 87.59% (-5.5%)
19% less funds holding
Funds holding: 21 → 17 (-4)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
71% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$77.6M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$622K |
| 3 |
HWP
Highline Wealth Partners
Sherman Oaks,
California
|
+$618K |
| 4 |
Goldman Sachs
New York
|
+$216K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMA
J.M. Arbour
Gardiner,
Maine
|
-$1.95M |
| 2 |
WETS
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
-$621K |
| 3 |
MWM
Mosley Wealth Management
Anaheim,
California
|
-$480K |
| 4 |
SH
SLT Holdings
Scottsdale,
Arizona
|
-$303K |
| 5 |
WWM
Walser Wealth Management
Tampa,
Florida
|
-$263K |
AESR Hedge Fund Activity: Q2 2026 in Review
17 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Anfield US Equity Sector Rotation ETF (AESR) for Q2 2026, worth a combined $225M — up 70% from $132M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of AESR and 4 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 2 added.
The largest buyer was Foundations Investment Advisors, adding an estimated $77.6M. The largest seller was J.M. Arbour, exiting entirely with an estimated $1.95M sold.
- 17 institutional investors held Anfield US Equity Sector Rotation ETF (AESR) as of Q2 2026, down from 21 in Q1 2026.
- Funds reported $225M of Anfield US Equity Sector Rotation ETF stock for Q2 2026, up 70% quarter-over-quarter.
- 4 funds opened new Anfield US Equity Sector Rotation ETF positions in Q2 2026 and 7 closed out, a net change of -3 holders.
- The largest Anfield US Equity Sector Rotation ETF buyer in Q2 2026 was Foundations Investment Advisors, an estimated $77.6M added.
- The largest Anfield US Equity Sector Rotation ETF seller in Q2 2026 was J.M. Arbour, an estimated $1.95M sold.
Based on aggregated 13F filings for Q2 2026.