Anfield US Equity Sector Rotation ETF
AESR
12 hedge funds and large institutions have $102M invested in Anfield US Equity Sector Rotation ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
9% more funds holding
Funds holding: 11 → 12 (+1)
0.27% more ownership
Funds ownership: 93.16% → 93.43% (+0.27%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
6% less capital invested
Capital invested by funds: $108M → $102M (-$6.48M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$4.98M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$547K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$420K |
| 4 |
CAM
Concorde Asset Management
Ann Arbor,
Michigan
|
+$213K |
| 5 |
TC
TownSquare Capital
Provo,
Utah
|
+$202K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIBT
First International Bank & Trust
Watford City,
North Dakota
|
-$6.11M |
| 2 |
ACM
Anfield Capital Management
Irvine,
California
|
-$1.68M |
| 3 |
PWMG
Provence Wealth Management Group
Irvine,
California
|
-$212K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$134K |
| 5 |
ATC
Argent Trust Co
Nashville,
Tennessee
|
-$131K |
AESR Hedge Fund Activity: Q3 2023 in Review
12 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Anfield US Equity Sector Rotation ETF (AESR) for Q3 2023, worth a combined $102M — down 6% from $108M 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 4 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $4.98M. The largest seller was First International Bank & Trust, cutting an estimated $6.11M.
- 12 institutional investors held Anfield US Equity Sector Rotation ETF (AESR) as of Q3 2023, up from 11 in Q2 2023.
- Funds reported $102M of Anfield US Equity Sector Rotation ETF stock for Q3 2023, down 6% quarter-over-quarter.
- 4 funds opened new Anfield US Equity Sector Rotation ETF positions in Q3 2023 and 3 closed out, a net change of +1 holder.
- The largest Anfield US Equity Sector Rotation ETF buyer in Q3 2023 was Foundations Investment Advisors, an estimated $4.98M added.
- The largest Anfield US Equity Sector Rotation ETF seller in Q3 2023 was First International Bank & Trust, an estimated $6.11M sold.
Based on aggregated 13F filings for Q3 2023.