Anfield US Equity Sector Rotation ETF
AESR
21 hedge funds and large institutions have $148M invested in Anfield US Equity Sector Rotation ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 11 reducing their positions, and 1 closing their positions.
2% more capital invested
Capital invested by funds: $145M → $148M (+$2.71M)
0% more funds holding
Funds holding: 21 → 21 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
3.43% less ownership
Funds ownership: 99.54% → 96.11% (-3.4%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
82% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$960K |
| 2 |
ACM
Anfield Capital Management
Irvine,
California
|
+$238K |
| 3 |
JP Morgan Chase
New York
|
+$59K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$6.05M |
| 2 |
SH
SLT Holdings
Scottsdale,
Arizona
|
-$2.03M |
| 3 |
FIBT
First International Bank & Trust
Watford City,
North Dakota
|
-$598K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$327K |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$316K |
AESR Hedge Fund Activity: Q3 2025 in Review
21 of the 7,641 institutional investors tracked by Wall St. Rank reported a position in Anfield US Equity Sector Rotation ETF (AESR) for Q3 2025, worth a combined $148M — up 1.9% from $145M a quarter earlier.
Fund positioning in AESR was balanced in Q3 2025: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 11 trimmed.
The largest buyer was Geneos Wealth Management, adding an estimated $960K. The largest seller was Foundations Investment Advisors, cutting an estimated $6.05M.
- 21 institutional investors held Anfield US Equity Sector Rotation ETF (AESR) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $148M of Anfield US Equity Sector Rotation ETF stock for Q3 2025, up 1.9% quarter-over-quarter.
- 1 fund opened new Anfield US Equity Sector Rotation ETF positions in Q3 2025 and 1 closed out, a net change of 0 holders.
- The largest Anfield US Equity Sector Rotation ETF buyer in Q3 2025 was Geneos Wealth Management, an estimated $960K added.
- The largest Anfield US Equity Sector Rotation ETF seller in Q3 2025 was Foundations Investment Advisors, an estimated $6.05M sold.
Based on aggregated 13F filings for Q3 2025.