Anfield US Equity Sector Rotation ETF
AESR
18 hedge funds and large institutions have $132M invested in Anfield US Equity Sector Rotation ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
29% more funds holding
Funds holding: 14 → 18 (+4)
7% more capital invested
Capital invested by funds: $124M → $132M (+$8.08M)
3.88% more ownership
Funds ownership: 96.14% → 100.02% (+3.9%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$2.16M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$1.59M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$83.6K |
| 4 |
TAM
Tucker Asset Management
Littleton,
Colorado
|
+$68.1K |
| 5 |
ACM
Anfield Capital Management
Irvine,
California
|
+$64.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIBT
First International Bank & Trust
Watford City,
North Dakota
|
-$299K |
| 2 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$133K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$38.6K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$37.8K |
| 5 |
TC
TownSquare Capital
Provo,
Utah
|
-$30.3K |
AESR Hedge Fund Activity: Q4 2024 in Review
18 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Anfield US Equity Sector Rotation ETF (AESR) for Q4 2024, worth a combined $132M — up 6.5% from $124M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new AESR positions and 1 closed out — a net gain of 4 holders — while 4 added to existing stakes and 6 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $2.16M. The largest seller was First International Bank & Trust, cutting an estimated $299K.
- 18 institutional investors held Anfield US Equity Sector Rotation ETF (AESR) as of Q4 2024, up from 14 in Q3 2024.
- Funds reported $132M of Anfield US Equity Sector Rotation ETF stock for Q4 2024, up 6.5% quarter-over-quarter.
- 5 funds opened new Anfield US Equity Sector Rotation ETF positions in Q4 2024 and 1 closed out, a net change of +4 holders.
- The largest Anfield US Equity Sector Rotation ETF buyer in Q4 2024 was Foundations Investment Advisors, an estimated $2.16M added.
- The largest Anfield US Equity Sector Rotation ETF seller in Q4 2024 was First International Bank & Trust, an estimated $299K sold.
Based on aggregated 13F filings for Q4 2024.