Anfield US Equity Sector Rotation ETF
AESR
19 hedge funds and large institutions have $130M invested in Anfield US Equity Sector Rotation ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 0 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
6% more funds holding
Funds holding: 18 → 19 (+1)
1.2% more ownership
Funds ownership: 100.02% → 101.22% (+1.2%)
1% less capital invested
Capital invested by funds: $132M → $130M (-$1.73M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$2.94M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$2.1M |
| 3 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$1.18M |
| 4 |
ACM
Anfield Capital Management
Irvine,
California
|
+$347K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$204K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIBT
First International Bank & Trust
Watford City,
North Dakota
|
-$1.01M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$508K |
| 3 |
SH
SLT Holdings
Scottsdale,
Arizona
|
-$88.7K |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$62.8K |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$2.57K |
AESR Hedge Fund Activity: Q1 2025 in Review
19 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Anfield US Equity Sector Rotation ETF (AESR) for Q1 2025, worth a combined $130M — down 1.3% from $132M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new AESR positions and 0 closed out — a net gain of 3 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $2.94M. The largest seller was First International Bank & Trust, cutting an estimated $1.01M.
- 19 institutional investors held Anfield US Equity Sector Rotation ETF (AESR) as of Q1 2025, up from 18 in Q4 2024.
- Funds reported $130M of Anfield US Equity Sector Rotation ETF stock for Q1 2025, down 1.3% quarter-over-quarter.
- 3 funds opened new Anfield US Equity Sector Rotation ETF positions in Q1 2025 and 0 closed out, a net change of +3 holders.
- The largest Anfield US Equity Sector Rotation ETF buyer in Q1 2025 was Foundations Investment Advisors, an estimated $2.94M added.
- The largest Anfield US Equity Sector Rotation ETF seller in Q1 2025 was First International Bank & Trust, an estimated $1.01M sold.
Based on aggregated 13F filings for Q1 2025.