Anfield US Equity Sector Rotation ETF
AESR
6 hedge funds and large institutions have $11.2M invested in Anfield US Equity Sector Rotation ETF in 2020 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
6% more capital invested
Capital invested by funds: $10.6M → $11.2M (+$605K)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
3.7% less ownership
Funds ownership: 110.03% → 106.33% (-3.7%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$26.4K |
| 2 |
CWA
Capital Wealth Alliance
Scottsdale,
Arizona
|
+$9.39K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.45K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Anfield Capital Management
Irvine,
California
|
-$264K |
| 2 |
BWM
Buckley Wealth Management
Las Vegas,
Nevada
|
-$143K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$617 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
1
Anfield Capital Management
Irvine,
California
| $7.92M | -$264K | -23,160 | -3% |
|
|
CWA
2
Capital Wealth Alliance
Scottsdale,
Arizona
| $2.85M | +$9.39K | +822 | +0.4% |
|
|
BPA
3
Beacon Pointe Advisors
Newport Beach,
California
| $232K | – | – | – |
|
|
4
Citadel Advisors
Miami,
Florida
| $165K | -$617 | -54 | -0.4% |
|
|
5
UBS Group
Zurich,
Switzerland
| $31K | +$26.4K | +2,315 | +762% |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $7K | +$6.45K | +565 | New |
|
|
BWM
7
Buckley Wealth Management
Las Vegas,
Nevada
| – | -$143K | -13,092 | Closed |
|
AESR Hedge Fund Activity: Q4 2020 in Review
6 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Anfield US Equity Sector Rotation ETF (AESR) for Q4 2020, worth a combined $11.2M — up 5.7% from $10.6M a quarter earlier.
Fund positioning in AESR was balanced in Q4 2020: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was UBS Group, adding an estimated $26.4K. The largest seller was Anfield Capital Management, cutting an estimated $264K.
- 6 institutional investors held Anfield US Equity Sector Rotation ETF (AESR) as of Q4 2020, unchanged from Q3 2020.
- Funds reported $11.2M of Anfield US Equity Sector Rotation ETF stock for Q4 2020, up 5.7% quarter-over-quarter.
- 1 fund opened new Anfield US Equity Sector Rotation ETF positions in Q4 2020 and 1 closed out, a net change of 0 holders.
- The largest Anfield US Equity Sector Rotation ETF buyer in Q4 2020 was UBS Group, an estimated $26.4K added.
- The largest Anfield US Equity Sector Rotation ETF seller in Q4 2020 was Anfield Capital Management, an estimated $264K sold.
Based on aggregated 13F filings for Q4 2020.