Anfield US Equity Sector Rotation ETF
AESR
21 hedge funds and large institutions have $145M invested in Anfield US Equity Sector Rotation ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
12% more capital invested
Capital invested by funds: $130M → $145M (+$15.1M)
11% more funds holding
Funds holding: 19 → 21 (+2)
1.68% less ownership
Funds ownership: 101.22% → 99.54% (-1.7%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
60% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
XPN
XY Planning Network
Bozeman,
Montana
|
+$4.09M |
| 2 |
Jane Street
New York
|
+$266K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$161K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$26.9K |
| 5 |
Morgan Stanley
New York
|
+$10.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIBT
First International Bank & Trust
Watford City,
North Dakota
|
-$4.38M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$2.83M |
| 3 |
ACM
Anfield Capital Management
Irvine,
California
|
-$306K |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
-$303K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$177K |
AESR Hedge Fund Activity: Q2 2025 in Review
21 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Anfield US Equity Sector Rotation ETF (AESR) for Q2 2025, worth a combined $145M — up 12% from $130M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new AESR positions and 2 closed out — a net gain of 2 holders — while 4 added to existing stakes and 10 trimmed.
The largest buyer was XY Planning Network, opening a new position worth an estimated $4.09M. The largest seller was First International Bank & Trust, cutting an estimated $4.38M.
- 21 institutional investors held Anfield US Equity Sector Rotation ETF (AESR) as of Q2 2025, up from 19 in Q1 2025.
- Funds reported $145M of Anfield US Equity Sector Rotation ETF stock for Q2 2025, up 12% quarter-over-quarter.
- 4 funds opened new Anfield US Equity Sector Rotation ETF positions in Q2 2025 and 2 closed out, a net change of +2 holders.
- The largest Anfield US Equity Sector Rotation ETF buyer in Q2 2025 was XY Planning Network, an estimated $4.09M added.
- The largest Anfield US Equity Sector Rotation ETF seller in Q2 2025 was First International Bank & Trust, an estimated $4.38M sold.
Based on aggregated 13F filings for Q2 2025.