Anfield US Equity Sector Rotation ETF
AESR
18 hedge funds and large institutions have $91.9M invested in Anfield US Equity Sector Rotation ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 0 closing their positions.
50% more funds holding
Funds holding: 12 → 18 (+6)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.24% less ownership
Funds ownership: 93.43% → 92.18% (-1.2%)
10% less capital invested
Capital invested by funds: $102M → $91.9M (-$9.76M)
63% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$831K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$171K |
| 3 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$159K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$143K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$51.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIBT
First International Bank & Trust
Watford City,
North Dakota
|
-$23.8M |
| 2 |
ACM
Anfield Capital Management
Irvine,
California
|
-$429K |
| 3 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$332K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$164K |
| 5 |
PWMG
Provence Wealth Management Group
Irvine,
California
|
-$52K |
AESR Hedge Fund Activity: Q4 2023 in Review
18 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Anfield US Equity Sector Rotation ETF (AESR) for Q4 2023, worth a combined $91.9M — down 9.6% from $102M 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 8 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $831K. The largest seller was First International Bank & Trust, cutting an estimated $23.8M.
- 18 institutional investors held Anfield US Equity Sector Rotation ETF (AESR) as of Q4 2023, up from 12 in Q3 2023.
- Funds reported $91.9M of Anfield US Equity Sector Rotation ETF stock for Q4 2023, down 9.6% quarter-over-quarter.
- 6 funds opened new Anfield US Equity Sector Rotation ETF positions in Q4 2023 and 0 closed out, a net change of +6 holders.
- The largest Anfield US Equity Sector Rotation ETF buyer in Q4 2023 was Foundations Investment Advisors, an estimated $831K added.
- The largest Anfield US Equity Sector Rotation ETF seller in Q4 2023 was First International Bank & Trust, an estimated $23.8M sold.
Based on aggregated 13F filings for Q4 2023.