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Anfield US Equity Sector Rotation ETF

21 hedge funds and large institutions have $132M invested in Anfield US Equity Sector Rotation ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

9% more capital invested

Capital invested by funds: $122M → $132M (+$10.5M)

0.89% more ownership

Funds ownership: 92.16%93.05% (+0.89%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 2221 (-1)

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
11
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
1
Foundations Investment Advisors
Arizona
$90M +$12.3M +704,384 +15%
ACM
2
Anfield Capital Management
California
$16M +$58.6K +3,370 +0.4%
GWM
3
Geneos Wealth Management
Colorado
$8.59M +$148K +8,527 +2%
WETS
4
Wealth Enhancement Trust Services
South Dakota
$7.06M -$323K -18,561 -4%
XPN
5
XY Planning Network
Montana
$3.98M
JMA
6
J.M. Arbour
Maine
$1.95M +$212K +12,168 +12%
IAA
7
Independent Advisor Alliance
North Carolina
$1.2M +$131K +7,514 +12%
AF
8
Advisornet Financial
Minnesota
$1.02M +$13.9K +798 +1%
MWM
9
Mosley Wealth Management
California
$755K +$104 +6 +0%
SH
10
SLT Holdings
Arizona
$444K -$9.8K -563 -2%
WWM
11
Walser Wealth Management
Florida
$263K +$94.1K +5,409 +52%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$195K
LPL Financial
13
LPL Financial
California
$193K +$200K +11,515 New
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$193K +$1.57K +90 +0.8%
DF
15
DecisionPoint Financial
Arizona
$97.7K
Osaic Holdings
16
Osaic Holdings
Arizona
$46.8K
AWM
17
AE Wealth Management
Kansas
$40K +$10K +575 +32%
CFD
18
Creative Financial Designs
Indiana
$15.2K
GM
19
GeoWealth Management
Illinois
$11.6K +$4.68K +269 +63%
HI
20
Harbour Investments
Wisconsin
$8.67K
Morgan Stanley
21
Morgan Stanley
New York
$6.64K +$6.91K +397 New
AI
22
Atria Investments
North Carolina
-$247K -14,590 Closed

AESR Hedge Fund Activity: Q1 2026 in Review

21 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Anfield US Equity Sector Rotation ETF (AESR) for Q1 2026, worth a combined $132M — up 8.7% from $122M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new AESR positions and 1 closed out — a net gain of 1 holder — while 11 added to existing stakes and 2 trimmed.

The largest buyer was Foundations Investment Advisors, adding an estimated $12.3M. The largest seller was Wealth Enhancement Trust Services, cutting an estimated $323K.

  • 21 institutional investors held Anfield US Equity Sector Rotation ETF (AESR) as of Q1 2026, down from 22 in Q4 2025.
  • Funds reported $132M of Anfield US Equity Sector Rotation ETF stock for Q1 2026, up 8.7% quarter-over-quarter.
  • 2 funds opened new Anfield US Equity Sector Rotation ETF positions in Q1 2026 and 1 closed out, a net change of +1 holder.
  • The largest Anfield US Equity Sector Rotation ETF buyer in Q1 2026 was Foundations Investment Advisors, an estimated $12.3M added.
  • The largest Anfield US Equity Sector Rotation ETF seller in Q1 2026 was Wealth Enhancement Trust Services, an estimated $323K sold.

Based on aggregated 13F filings for Q1 2026.