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First Trust RBA American Industrial Renaissance ETF
AIRR

72 hedge funds and large institutions have $172M invested in First Trust RBA American Industrial Renaissance ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

20% more capital invested

Capital invested by funds: $144M → $172M (+$28.4M)

9% more funds holding

Funds holding: 66 → 72 (+6)

1.06% more ownership

Funds ownership: 64.9% → 65.96% (+1.1%)

Holders
72
Holders Change
+6
Holders Change %
+9.09%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
26
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.59M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.7M
3
UBS Group
UBS Group
Switzerland
+$1.65M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.52M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.48M

Top Sellers

1
SMF
Sterling Manor Financial
New York
-$2.77M
2
Stifel Financial
Stifel Financial
Missouri
-$1.68M
3
OMC
Old Mission Capital
Illinois
-$971K
4
FTUS
Flow Traders U.S.
New York
-$794K
5
RJA
Raymond James & Associates
Florida
-$622K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$1.38M -$1.68M -37,876 -55%
PWA
27
PCG Wealth Advisors
Kansas
$1.32M +$1.31M +29,426 New
TW
28
TrinityPoint Wealth
Connecticut
$1.13M +$516K +11,611 +87%
IWC
29
Integrated Wealth Concepts
Massachusetts
$997K +$19.5K +439 +2%
KPWS
30
Kestra Private Wealth Services
Texas
$901K +$107K +2,410 +14%
WDL
31
Well Done LLC
Michigan
$836K – – –
Goldman Sachs
32
Goldman Sachs
New York
$833K – – –
CAN
33
Claraphi Advisory Network
United States
$735K +$16.1K +361 +2%
USCWA
34
U.S. Capital Wealth Advisors
Texas
$503K -$622 -14 -0.1%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$462K -$309K -6,952 -40%
OIA
36
OneDigital Investment Advisors
Kansas
$454K +$1.07K +24 +0.2%
AWM
37
AE Wealth Management
Kansas
$396K +$391K +8,787 New
OC
38
Oppenheimer & Co
New York
$389K – – –
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$382K +$9.78K +220 +3%
BRWA
40
B. Riley Wealth Advisors
Florida
$330K -$8.8K -198 -3%
JMPWA
41
JP Morgan Private Wealth Advisors
California
$316K – – –
BFS
42
Bickling Financial Services
Massachusetts
$305K +$89 +2 +0%
PAG
43
Private Advisor Group
New Jersey
$282K -$43.5K -979 -14%
SWP
44
Stratos Wealth Partners
Ohio
$282K +$13.3K +300 +5%
APA
45
American Portfolios Advisors
New York
$259K -$175K -3,943 -41%
GLA
46
Good Life Advisors
Pennsylvania
$240K +$6.45K +145 +3%
QCIG
47
Quad-Cities Investment Group
Iowa
$221K +$218K +4,903 New
IWM
48
IHT Wealth Management
Illinois
$210K -$180K -4,047 -46%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$209K +$206K +4,636 New
IAIM
50
International Assets Investment Management
Florida
$208K +$205K +4,612 New
1
2
3 4

AIRR Hedge Fund Activity: Q4 2021 in Review

72 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust RBA American Industrial Renaissance ETF (AIRR) for Q4 2021, worth a combined $172M — up 20% from $144M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new AIRR positions and 7 closed out — a net gain of 7 holders — while 26 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.59M. The largest seller was Sterling Manor Financial, exiting entirely with an estimated $2.77M sold.

  • 72 institutional investors held First Trust RBA American Industrial Renaissance ETF (AIRR) as of Q4 2021, up from 66 in Q3 2021.
  • Funds reported $172M of First Trust RBA American Industrial Renaissance ETF stock for Q4 2021, up 20% quarter-over-quarter.
  • 14 funds opened new First Trust RBA American Industrial Renaissance ETF positions in Q4 2021 and 7 closed out, a net change of +7 holders.
  • The largest First Trust RBA American Industrial Renaissance ETF buyer in Q4 2021 was Morgan Stanley, an estimated $5.59M added.
  • The largest First Trust RBA American Industrial Renaissance ETF seller in Q4 2021 was Sterling Manor Financial, an estimated $2.77M sold.

Based on aggregated 13F filings for Q4 2021.