Anfield US Equity Sector Rotation ETF
AESR
13 hedge funds and large institutions have $116M invested in Anfield US Equity Sector Rotation ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 3 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
30% more capital invested
Capital invested by funds: $89.2M → $116M (+$26.7M)
3.21% more ownership
Funds ownership: 93.44% → 96.65% (+3.2%)
0% more funds holding
Funds holding: 13 → 13 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$22.1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$381K |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$307K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$118K |
| 5 |
ACM
Anfield Capital Management
Irvine,
California
|
+$81K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIBT
First International Bank & Trust
Watford City,
North Dakota
|
-$509K |
| 2 |
Jane Street
New York
|
-$468K |
| 3 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$432K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$263K |
| 5 |
TC
TownSquare Capital
Provo,
Utah
|
-$142K |
AESR Hedge Fund Activity: Q2 2024 in Review
13 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Anfield US Equity Sector Rotation ETF (AESR) for Q2 2024, worth a combined $116M — up 30% from $89.2M a quarter earlier.
Fund positioning in AESR was balanced in Q2 2024: 3 funds opened new positions, 3 closed out, 3 added to existing stakes and 5 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $22.1M. The largest seller was First International Bank & Trust, cutting an estimated $509K.
- 13 institutional investors held Anfield US Equity Sector Rotation ETF (AESR) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $116M of Anfield US Equity Sector Rotation ETF stock for Q2 2024, up 30% quarter-over-quarter.
- 3 funds opened new Anfield US Equity Sector Rotation ETF positions in Q2 2024 and 3 closed out, a net change of 0 holders.
- The largest Anfield US Equity Sector Rotation ETF buyer in Q2 2024 was Foundations Investment Advisors, an estimated $22.1M added.
- The largest Anfield US Equity Sector Rotation ETF seller in Q2 2024 was First International Bank & Trust, an estimated $509K sold.
Based on aggregated 13F filings for Q2 2024.