Anfield US Equity Sector Rotation ETF
AESR
13 hedge funds and large institutions have $89.2M invested in Anfield US Equity Sector Rotation ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 5 closing their positions.
1.26% more ownership
Funds ownership: 92.18% → 93.44% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less capital invested
Capital invested by funds: $91.9M → $89.2M (-$2.67M)
28% less funds holding
Funds holding: 18 → 13 (-5)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
71% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$2.65M |
| 2 |
Jane Street
New York
|
+$442K |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$254K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$33.3K |
| 5 |
HPC
HM Payson & Co
Portland,
Maine
|
+$23.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIBT
First International Bank & Trust
Watford City,
North Dakota
|
-$10.6M |
| 2 |
CWA
Capital Wealth Alliance
Scottsdale,
Arizona
|
-$2.04M |
| 3 |
ACM
Anfield Capital Management
Irvine,
California
|
-$267K |
| 4 |
CAM
Concorde Asset Management
Ann Arbor,
Michigan
|
-$209K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$185K |
AESR Hedge Fund Activity: Q1 2024 in Review
13 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Anfield US Equity Sector Rotation ETF (AESR) for Q1 2024, worth a combined $89.2M — down 2.9% from $91.9M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of AESR and 3 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 2 added.
The largest buyer was Foundations Investment Advisors, adding an estimated $2.65M. The largest seller was First International Bank & Trust, cutting an estimated $10.6M.
- 13 institutional investors held Anfield US Equity Sector Rotation ETF (AESR) as of Q1 2024, down from 18 in Q4 2023.
- Funds reported $89.2M of Anfield US Equity Sector Rotation ETF stock for Q1 2024, down 2.9% quarter-over-quarter.
- 3 funds opened new Anfield US Equity Sector Rotation ETF positions in Q1 2024 and 5 closed out, a net change of -2 holders.
- The largest Anfield US Equity Sector Rotation ETF buyer in Q1 2024 was Foundations Investment Advisors, an estimated $2.65M added.
- The largest Anfield US Equity Sector Rotation ETF seller in Q1 2024 was First International Bank & Trust, an estimated $10.6M sold.
Based on aggregated 13F filings for Q1 2024.