Anfield US Equity Sector Rotation ETF
AESR
14 hedge funds and large institutions have $124M invested in Anfield US Equity Sector Rotation ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
8% more funds holding
Funds holding: 13 → 14 (+1)
7% more capital invested
Capital invested by funds: $116M → $124M (+$7.95M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.51% less ownership
Funds ownership: 96.65% → 96.14% (-0.51%)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$4.29M |
| 2 |
Jane Street
New York
|
+$206K |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$187K |
| 4 |
ACM
Anfield Capital Management
Irvine,
California
|
+$5.08K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.92K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIBT
First International Bank & Trust
Watford City,
North Dakota
|
-$689K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$400K |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$113K |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$69.3K |
| 5 |
TC
TownSquare Capital
Provo,
Utah
|
-$54.7K |
AESR Hedge Fund Activity: Q3 2024 in Review
14 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Anfield US Equity Sector Rotation ETF (AESR) for Q3 2024, worth a combined $124M — up 6.9% from $116M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new AESR positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 6 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $4.29M. The largest seller was First International Bank & Trust, cutting an estimated $689K.
- 14 institutional investors held Anfield US Equity Sector Rotation ETF (AESR) as of Q3 2024, up from 13 in Q2 2024.
- Funds reported $124M of Anfield US Equity Sector Rotation ETF stock for Q3 2024, up 6.9% quarter-over-quarter.
- 2 funds opened new Anfield US Equity Sector Rotation ETF positions in Q3 2024 and 1 closed out, a net change of +1 holder.
- The largest Anfield US Equity Sector Rotation ETF buyer in Q3 2024 was Foundations Investment Advisors, an estimated $4.29M added.
- The largest Anfield US Equity Sector Rotation ETF seller in Q3 2024 was First International Bank & Trust, an estimated $689K sold.
Based on aggregated 13F filings for Q3 2024.