Anfield US Equity Sector Rotation ETF
AESR
10 hedge funds and large institutions have $36.4M invested in Anfield US Equity Sector Rotation ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
150% more funds holding
Funds holding: 4 → 10 (+6)
48.51% more ownership
Funds ownership: 248.39% → 296.9% (+49%)
21% more capital invested
Capital invested by funds: $30M → $36.4M (+$6.43M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$4.2M |
| 2 |
Morgan Stanley
New York
|
+$420K |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$410K |
| 4 |
CWA
Capital Wealth Alliance
Scottsdale,
Arizona
|
+$278K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$256K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$5.59K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $16.7M | +$410K | +29,333 | +2% |
|
|
ACM
2
Anfield Capital Management
Irvine,
California
| $10.6M | +$224K | +16,009 | +2% |
|
|
GWM
3
Geneos Wealth Management
Englewood,
Colorado
| $4.13M | +$4.2M | +300,582 | New |
|
|
CWA
4
Capital Wealth Alliance
Scottsdale,
Arizona
| $4.12M | +$278K | +19,856 | +7% |
|
|
5
Morgan Stanley
New York
| $409K | +$420K | +30,036 | New |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $249K | +$256K | +18,310 | New |
|
7
Citadel Advisors
Miami,
Florida
| $159K | +$164K | +11,711 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| $13K | -$5.59K | -400 | -30% |
|
|
SWM
9
Selective Wealth Management
Forest,
Virginia
| $11K | +$11.6K | +827 | New |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $9K | +$8.94K | +640 | New |
|
AESR Hedge Fund Activity: Q3 2021 in Review
10 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Anfield US Equity Sector Rotation ETF (AESR) for Q3 2021, worth a combined $36.4M — up 21% from $30M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new AESR positions and 0 closed out — a net gain of 6 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $4.2M. The largest seller was UBS Group, cutting an estimated $5.59K.
- 10 institutional investors held Anfield US Equity Sector Rotation ETF (AESR) as of Q3 2021, up from 4 in Q2 2021.
- Funds reported $36.4M of Anfield US Equity Sector Rotation ETF stock for Q3 2021, up 21% quarter-over-quarter.
- 6 funds opened new Anfield US Equity Sector Rotation ETF positions in Q3 2021 and 0 closed out, a net change of +6 holders.
- The largest Anfield US Equity Sector Rotation ETF buyer in Q3 2021 was Geneos Wealth Management, an estimated $4.2M added.
- The largest Anfield US Equity Sector Rotation ETF seller in Q3 2021 was UBS Group, an estimated $5.59K sold.
Based on aggregated 13F filings for Q3 2021.