Anfield US Equity Sector Rotation ETF
AESR
4 hedge funds and large institutions have $30M invested in Anfield US Equity Sector Rotation ETF in 2021 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
10% more capital invested
Capital invested by funds: $27.2M → $30M (+$2.76M)
6.33% more ownership
Funds ownership: 242.06% → 248.39% (+6.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
33% less funds holding
Funds holding: 6 → 4 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Anfield Capital Management
Irvine,
California
|
+$934K |
| 2 |
CWA
Capital Wealth Alliance
Scottsdale,
Arizona
|
+$319K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$15.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$217K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$159K |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$137K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $16.5M | -$137K | -10,382 | -0.9% |
|
|
ACM
2
Anfield Capital Management
Irvine,
California
| $9.82M | +$934K | +70,635 | +11% |
|
|
CWA
3
Capital Wealth Alliance
Scottsdale,
Arizona
| $3.65M | +$319K | +24,130 | +10% |
|
|
4
UBS Group
Zurich,
Switzerland
| $18K | +$15.2K | +1,151 | +567% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$217K | -17,275 | Closed |
|
|
OMC
6
Old Mission Capital
Chicago,
Illinois
| – | -$159K | -12,596 | Closed |
|
AESR Hedge Fund Activity: Q2 2021 in Review
4 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Anfield US Equity Sector Rotation ETF (AESR) for Q2 2021, worth a combined $30M — up 10% from $27.2M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of AESR and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 3 added.
The largest buyer was Anfield Capital Management, adding an estimated $934K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $217K sold.
- 4 institutional investors held Anfield US Equity Sector Rotation ETF (AESR) as of Q2 2021, down from 6 in Q1 2021.
- Funds reported $30M of Anfield US Equity Sector Rotation ETF stock for Q2 2021, up 10% quarter-over-quarter.
- 0 funds opened new Anfield US Equity Sector Rotation ETF positions in Q2 2021 and 2 closed out, a net change of -2 holders.
- The largest Anfield US Equity Sector Rotation ETF buyer in Q2 2021 was Anfield Capital Management, an estimated $934K added.
- The largest Anfield US Equity Sector Rotation ETF seller in Q2 2021 was Susquehanna International Group, an estimated $217K sold.
Based on aggregated 13F filings for Q2 2021.