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Anfield US Equity Sector Rotation ETF
AESR

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
+6
Holders Change %
+50%
% of All Funds
0.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
3
Reduced
8
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIA
1
Foundations Investment Advisors
Arizona
$42.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$185K
3
CAS
3
Coppell Advisory Solutions
Texas
$172K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$155K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$55K

Top Sellers

1
FIBT
1
First International Bank & Trust
North Dakota
$25.8M
2
ACM
2
Anfield Capital Management
California
$11.3M
3
AWM
3
Avior Wealth Management
Nebraska
$960K
4
AWM
4
AE Wealth Management
Kansas
$286K
5
PWMG
5
Provence Wealth Management Group
California
$976K
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
1
Foundations Investment Advisors
Arizona
$42.6M +$931K +65,117 +2%
FIBT
2
First International Bank & Trust
North Dakota
$25.8M -$25.7M -1,864,543 -50%
ACM
3
Anfield Capital Management
California
$11.3M -$464K -33,581 -4%
GWM
4
Geneos Wealth Management
Colorado
$5.6M -$12K -871 -0.2%
CWA
5
Capital Wealth Alliance
Arizona
$2.04M +$29.4K +2,132 +1%
PWMG
6
Provence Wealth Management Group
California
$976K -$56.2K -4,072 -5%
AWM
7
Avior Wealth Management
Nebraska
$960K -$359K -26,005 -27%
MWM
8
Mosley Wealth Management
California
$781K +$781K +56,567 New
TC
9
TownSquare Capital
Utah
$479K -$45.6K -3,303 -9%
AWM
10
AE Wealth Management
Kansas
$286K -$183K -12,852 -39%
CAM
11
Concorde Asset Management
Michigan
$209K -$21.2K -1,537 -9%
Citadel Advisors
12
Citadel Advisors
Florida
$185K +$185K +13,379 New
CAS
13
Coppell Advisory Solutions
Texas
$172K +$172K +12,420 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$155K +$155K +11,205 New
FWM
15
Fiat Wealth Management
Minnesota
$153K +$153K +11,065 New
DF
16
DecisionPoint Financial
Arizona
$80.7K – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$55K +$55K +4,001 New
UBS Group
18
UBS Group
Switzerland
$20.3K +$12.5K +902 +158%