Anfield US Equity Sector Rotation ETF
AESR
11 hedge funds and large institutions have $89.4M invested in Anfield US Equity Sector Rotation ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
22% more capital invested
Capital invested by funds: $73M → $89.4M (+$16.4M)
10% more funds holding
Funds holding: 10 → 11 (+1)
3.55% more ownership
Funds ownership: 67.84% → 71.39% (+3.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Anfield Capital Management
Irvine,
California
|
+$8.71M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$1.84M |
| 3 |
PWMG
Provence Wealth Management Group
Irvine,
California
|
+$1.19M |
| 4 |
FIBT
First International Bank & Trust
Watford City,
North Dakota
|
+$968K |
| 5 |
FIB
First Interstate Bank
Billings,
Montana
|
+$197K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWA
Capital Wealth Alliance
Scottsdale,
Arizona
|
-$1.66M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$997K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$218K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$158K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$48.9K |
AESR Hedge Fund Activity: Q4 2022 in Review
11 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Anfield US Equity Sector Rotation ETF (AESR) for Q4 2022, worth a combined $89.4M — up 22% from $73M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new AESR positions and 3 closed out — a net gain of 1 holder — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Anfield Capital Management, adding an estimated $8.71M. The largest seller was Capital Wealth Alliance, cutting an estimated $1.66M.
- 11 institutional investors held Anfield US Equity Sector Rotation ETF (AESR) as of Q4 2022, up from 10 in Q3 2022.
- Funds reported $89.4M of Anfield US Equity Sector Rotation ETF stock for Q4 2022, up 22% quarter-over-quarter.
- 4 funds opened new Anfield US Equity Sector Rotation ETF positions in Q4 2022 and 3 closed out, a net change of +1 holder.
- The largest Anfield US Equity Sector Rotation ETF buyer in Q4 2022 was Anfield Capital Management, an estimated $8.71M added.
- The largest Anfield US Equity Sector Rotation ETF seller in Q4 2022 was Capital Wealth Alliance, an estimated $1.66M sold.
Based on aggregated 13F filings for Q4 2022.