Anfield US Equity Sector Rotation ETF
AESR
11 hedge funds and large institutions have $108M invested in Anfield US Equity Sector Rotation ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.
12% more capital invested
Capital invested by funds: $96.6M → $108M (+$11.5M)
0.54% more ownership
Funds ownership: 92.61% → 93.16% (+0.54%)
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: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$4.81M |
| 2 |
FIBT
First International Bank & Trust
Watford City,
North Dakota
|
+$1.17M |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$198K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$128K |
| 5 |
CWA
Capital Wealth Alliance
Scottsdale,
Arizona
|
+$21.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$591K |
| 2 |
ACM
Anfield Capital Management
Irvine,
California
|
-$337K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$179K |
| 4 |
PWMG
Provence Wealth Management Group
Irvine,
California
|
-$46.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$32.3K |
AESR Hedge Fund Activity: Q2 2023 in Review
11 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Anfield US Equity Sector Rotation ETF (AESR) for Q2 2023, worth a combined $108M — up 12% from $96.6M a quarter earlier.
Fund positioning in AESR was balanced in Q2 2023: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 4 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $4.81M. The largest seller was Avior Wealth Management, cutting an estimated $591K.
- 11 institutional investors held Anfield US Equity Sector Rotation ETF (AESR) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $108M of Anfield US Equity Sector Rotation ETF stock for Q2 2023, up 12% quarter-over-quarter.
- 2 funds opened new Anfield US Equity Sector Rotation ETF positions in Q2 2023 and 2 closed out, a net change of 0 holders.
- The largest Anfield US Equity Sector Rotation ETF buyer in Q2 2023 was Foundations Investment Advisors, an estimated $4.81M added.
- The largest Anfield US Equity Sector Rotation ETF seller in Q2 2023 was Avior Wealth Management, an estimated $591K sold.
Based on aggregated 13F filings for Q2 2023.