Anfield US Equity Sector Rotation ETF
AESR
6 hedge funds and large institutions have $10.6M invested in Anfield US Equity Sector Rotation ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and closing their positions.
100% more funds holding
Funds holding: 3 → 6 (+3)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
10% more capital invested
Capital invested by funds: $9.66M → $10.6M (+$935K)
4.16% more ownership
Funds ownership: 105.87% → 110.03% (+4.2%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$208K |
| 2 |
CWA
Capital Wealth Alliance
Scottsdale,
Arizona
|
+$200K |
| 3 |
BWM
Buckley Wealth Management
Las Vegas,
Nevada
|
+$140K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.25K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$87.1K |
| 2 |
ACM
Anfield Capital Management
Irvine,
California
|
-$72.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
1
Anfield Capital Management
Irvine,
California
| $7.52M | -$72.7K | -6,791 | -1% |
|
|
CWA
2
Capital Wealth Alliance
Scottsdale,
Arizona
| $2.56M | +$200K | +18,671 | +9% |
|
|
BPA
3
Beacon Pointe Advisors
Newport Beach,
California
| $213K | +$208K | +19,467 | New |
|
|
4
Citadel Advisors
Miami,
Florida
| $152K | -$87.1K | -8,140 | -37% |
|
|
BWM
5
Buckley Wealth Management
Las Vegas,
Nevada
| $143K | +$140K | +13,092 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $3K | +$3.25K | +304 | New |
|
AESR Hedge Fund Activity: Q3 2020 in Review
6 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Anfield US Equity Sector Rotation ETF (AESR) for Q3 2020, worth a combined $10.6M — up 9.7% from $9.66M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new AESR positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Beacon Pointe Advisors, opening a new position worth an estimated $208K. The largest seller was Citadel Advisors, cutting an estimated $87.1K.
- 6 institutional investors held Anfield US Equity Sector Rotation ETF (AESR) as of Q3 2020, up from 3 in Q2 2020.
- Funds reported $10.6M of Anfield US Equity Sector Rotation ETF stock for Q3 2020, up 9.7% quarter-over-quarter.
- 3 funds opened new Anfield US Equity Sector Rotation ETF positions in Q3 2020 and 0 closed out, a net change of +3 holders.
- The largest Anfield US Equity Sector Rotation ETF buyer in Q3 2020 was Beacon Pointe Advisors, an estimated $208K added.
- The largest Anfield US Equity Sector Rotation ETF seller in Q3 2020 was Citadel Advisors, an estimated $87.1K sold.
Based on aggregated 13F filings for Q3 2020.