Anfield US Equity Sector Rotation ETF
AESR
6 hedge funds and large institutions have $27.2M invested in Anfield US Equity Sector Rotation ETF in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 3 closing their positions.
143% more capital invested
Capital invested by funds: $11.2M → $27.2M (+$16M)
135.73% more ownership
Funds ownership: 106.33% → 242.06% (+136%)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$14.7M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$211K |
| 3 |
CWA
Capital Wealth Alliance
Scottsdale,
Arizona
|
+$160K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$154K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$232K |
| 2 |
ACM
Anfield Capital Management
Irvine,
California
|
-$169K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$165K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$29.6K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $15.5M | +$14.7M | +1,201,628 | New |
|
|
ACM
2
Anfield Capital Management
Irvine,
California
| $8.19M | -$169K | -13,817 | -2% |
|
|
CWA
3
Capital Wealth Alliance
Scottsdale,
Arizona
| $3.12M | +$160K | +13,079 | +6% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $217K | +$211K | +17,275 | New |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $159K | +$154K | +12,596 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $3K | -$29.6K | -2,416 | -92% |
|
|
BPA
7
Beacon Pointe Advisors
Newport Beach,
California
| – | -$232K | -19,467 | Closed |
|
|
8
Citadel Advisors
Miami,
Florida
| – | -$165K | -13,853 | Closed |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$7K | -565 | Closed |
|
AESR Hedge Fund Activity: Q1 2021 in Review
6 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Anfield US Equity Sector Rotation ETF (AESR) for Q1 2021, worth a combined $27.2M — up 143% from $11.2M a quarter earlier.
Fund positioning in AESR was balanced in Q1 2021: 3 funds opened new positions, 3 closed out, 1 added to existing stakes and 2 trimmed.
The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $14.7M. The largest seller was Beacon Pointe Advisors, exiting entirely with an estimated $232K sold.
- 6 institutional investors held Anfield US Equity Sector Rotation ETF (AESR) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $27.2M of Anfield US Equity Sector Rotation ETF stock for Q1 2021, up 143% quarter-over-quarter.
- 3 funds opened new Anfield US Equity Sector Rotation ETF positions in Q1 2021 and 3 closed out, a net change of 0 holders.
- The largest Anfield US Equity Sector Rotation ETF buyer in Q1 2021 was Foundations Investment Advisors, an estimated $14.7M added.
- The largest Anfield US Equity Sector Rotation ETF seller in Q1 2021 was Beacon Pointe Advisors, an estimated $232K sold.
Based on aggregated 13F filings for Q1 2021.