Anfield US Equity Sector Rotation ETF
AESR
22 hedge funds and large institutions have $122M invested in Anfield US Equity Sector Rotation ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
5% more funds holding
Funds holding: 21 → 22 (+1)
3.95% less ownership
Funds ownership: 96.11% → 92.16% (-4%)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
18% less capital invested
Capital invested by funds: $148M → $122M (-$26.3M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Anfield Capital Management
Irvine,
California
|
+$2.54M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$1.48M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$416K |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$166K |
| 5 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$18K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$2.09M |
| 2 |
Jane Street
New York
|
-$266K |
| 3 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$210K |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$183K |
| 5 |
SH
SLT Holdings
Scottsdale,
Arizona
|
-$90.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| – | -$23.9K | -1,162 | Closed |
|
AESR Hedge Fund Activity: Q4 2025 in Review
22 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Anfield US Equity Sector Rotation ETF (AESR) for Q4 2025, worth a combined $122M — down 18% from $148M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new AESR positions and 4 closed out — a net gain of 2 holders — while 5 added to existing stakes and 6 trimmed.
The largest buyer was Anfield Capital Management, adding an estimated $2.54M. The largest seller was GeoWealth Management, cutting an estimated $2.09M.
- 22 institutional investors held Anfield US Equity Sector Rotation ETF (AESR) as of Q4 2025, up from 21 in Q3 2025.
- Funds reported $122M of Anfield US Equity Sector Rotation ETF stock for Q4 2025, down 18% quarter-over-quarter.
- 6 funds opened new Anfield US Equity Sector Rotation ETF positions in Q4 2025 and 4 closed out, a net change of +2 holders.
- The largest Anfield US Equity Sector Rotation ETF buyer in Q4 2025 was Anfield Capital Management, an estimated $2.54M added.
- The largest Anfield US Equity Sector Rotation ETF seller in Q4 2025 was GeoWealth Management, an estimated $2.09M sold.
Based on aggregated 13F filings for Q4 2025.