Anfield US Equity Sector Rotation ETF
AESR
11 hedge funds and large institutions have $96.6M invested in Anfield US Equity Sector Rotation ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 3 closing their positions.
21.23% more ownership
Funds ownership: 71.39% → 92.61% (+21%)
8% more capital invested
Capital invested by funds: $89.4M → $96.6M (+$7.24M)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$3.49M |
| 2 |
TC
TownSquare Capital
Provo,
Utah
|
+$271K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$174K |
| 4 |
ATC
Argent Trust Co
Nashville,
Tennessee
|
+$119K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$64.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIBT
First International Bank & Trust
Watford City,
North Dakota
|
-$430K |
| 2 |
FIB
First Interstate Bank
Billings,
Montana
|
-$197K |
| 3 |
ACM
Anfield Capital Management
Irvine,
California
|
-$136K |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$130K |
| 5 |
H
HoyleCohen
San Diego,
California
|
-$116K |
AESR Hedge Fund Activity: Q1 2023 in Review
11 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in Anfield US Equity Sector Rotation ETF (AESR) for Q1 2023, worth a combined $96.6M — up 8.1% from $89.4M a quarter earlier.
Fund positioning in AESR was balanced in Q1 2023: 3 funds opened new positions, 3 closed out, 3 added to existing stakes and 5 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $3.49M. The largest seller was First International Bank & Trust, cutting an estimated $430K.
- 11 institutional investors held Anfield US Equity Sector Rotation ETF (AESR) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $96.6M of Anfield US Equity Sector Rotation ETF stock for Q1 2023, up 8.1% quarter-over-quarter.
- 3 funds opened new Anfield US Equity Sector Rotation ETF positions in Q1 2023 and 3 closed out, a net change of 0 holders.
- The largest Anfield US Equity Sector Rotation ETF buyer in Q1 2023 was Foundations Investment Advisors, an estimated $3.49M added.
- The largest Anfield US Equity Sector Rotation ETF seller in Q1 2023 was First International Bank & Trust, an estimated $430K sold.
Based on aggregated 13F filings for Q1 2023.