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First Trust RBA American Industrial Renaissance ETF

63 hedge funds and large institutions have $135M invested in First Trust RBA American Industrial Renaissance ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5.4% less ownership

Funds ownership: 65.96%60.57% (-5.4%)

13% less funds holding

Funds holding: 7263 (-9)

21% less capital invested

Capital invested by funds: $172M → $135M (-$36.9M)

23% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 26

67% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 12

Holders
63
Holders Change
-9
Holders Change %
-12.5%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
20
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WDL
26
Well Done LLC
Michigan
$785K
Goldman Sachs
27
Goldman Sachs
New York
$782K
KPWS
28
Kestra Private Wealth Services
Texas
$753K -$92.8K -2,193 -11%
Citadel Advisors
29
Citadel Advisors
Florida
$647K -$802K -18,958 -55%
APA
30
American Portfolios Advisors
New York
$640K +$397K +9,378 +163%
GIA
31
Gladstone Institutional Advisory
Florida
$596K -$2M -47,263 -77%
USCWA
32
U.S. Capital Wealth Advisors
Texas
$461K -$11.4K -270 -2%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$406K +$46.6K +1,102 +13%
OC
34
Oppenheimer & Co
New York
$399K +$34.3K +810 +9%
AWM
35
AE Wealth Management
Kansas
$385K +$13.3K +314 +4%
JMPWA
36
JP Morgan Private Wealth Advisors
California
$297K
BRWA
37
B. Riley Wealth Advisors
Florida
$293K -$16.9K -400 -5%
BFS
38
Bickling Financial Services
Massachusetts
$287K
AWS
39
Atria Wealth Solutions
New York
$287K +$286K +6,768 New
PAG
40
Private Advisor Group
New Jersey
$283K +$17.9K +423 +7%
SWP
41
Stratos Wealth Partners
Ohio
$261K -$4.11K -97 -2%
GLA
42
Good Life Advisors
Pennsylvania
$225K
IAIM
43
International Assets Investment Management
Florida
$216K +$21.2K +500 +11%
CAP
44
Columbia Advisory Partners
Washington
$216K +$216K +5,094 New
QCIG
45
Quad-Cities Investment Group
Iowa
$201K -$6.35K -150 -3%
CAL
46
Capital Advisors Ltd
Ohio
$143K
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$105K
TFGT
48
TS Financial Group (TSFG)
Illinois
$96K -$25.4K -601 -21%
LF
49
Lee Financial
Texas
$85K +$84.6K +2,000 New
GWM
50
Geneos Wealth Management
Colorado
$80K +$16.9K +400 +27%

AIRR Hedge Fund Activity: Q1 2022 in Review

63 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust RBA American Industrial Renaissance ETF (AIRR) for Q1 2022, worth a combined $135M — down 21% from $172M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of AIRR and 4 opened new positions — a net loss of 8 holders — while 26 trimmed existing stakes and 20 added.

The largest buyer was IFP Advisors, adding an estimated $1.86M. The largest seller was Morgan Stanley, cutting an estimated $8.29M.

  • 63 institutional investors held First Trust RBA American Industrial Renaissance ETF (AIRR) as of Q1 2022, down from 72 in Q4 2021.
  • Funds reported $135M of First Trust RBA American Industrial Renaissance ETF stock for Q1 2022, down 21% quarter-over-quarter.
  • 4 funds opened new First Trust RBA American Industrial Renaissance ETF positions in Q1 2022 and 12 closed out, a net change of -8 holders.
  • The largest First Trust RBA American Industrial Renaissance ETF buyer in Q1 2022 was IFP Advisors, an estimated $1.86M added.
  • The largest First Trust RBA American Industrial Renaissance ETF seller in Q1 2022 was Morgan Stanley, an estimated $8.29M sold.

Based on aggregated 13F filings for Q1 2022.