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First Trust RBA American Industrial Renaissance ETF
AIRR

63 hedge funds and large institutions have $101M invested in First Trust RBA American Industrial Renaissance ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

7% more funds holding

Funds holding: 59 → 63 (+4)

2% more capital invested

Capital invested by funds: $98.7M → $101M (+$2.21M)

0.24% more ownership

Funds ownership: 59.34% → 59.58% (+0.24%)

5% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 20

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1.09%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
9
Increased
19
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.09M
2
Morgan Stanley
Morgan Stanley
New York
+$2.9M
3
AAS
Avantax Advisory Services
Texas
+$1.6M
4
PWA
PCG Wealth Advisors
Kansas
+$1.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$732K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$7.73M
2
OMC
Old Mission Capital
Illinois
-$2.05M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$520K
4
CWA
Capital Wealth Alliance
Arizona
-$394K
5
JMPWA
JP Morgan Private Wealth Advisors
California
-$249K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$706K – – –
KPWS
27
Kestra Private Wealth Services
Texas
$698K -$1.98K -48 -0.3%
CWA
28
Capital Wealth Alliance
Arizona
$691K -$394K -9,570 -35%
Stifel Financial
29
Stifel Financial
Missouri
$681K -$149K -3,610 -17%
BRWA
30
B. Riley Wealth Advisors
Florida
$528K +$18.5K +450 +3%
USCWA
31
U.S. Capital Wealth Advisors
Texas
$416K – – –
GIA
32
Gladstone Institutional Advisory
Florida
$364K -$88K -2,137 -18%
AWM
33
AE Wealth Management
Kansas
$355K -$6.79K -165 -2%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$348K +$375K +9,103 New
OC
35
Oppenheimer & Co
New York
$336K – – –
Citigroup
36
Citigroup
New York
$325K +$277K +6,716 +378%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$320K +$29K +704 +9%
PAG
38
Private Advisory Group
Washington
$299K +$322K +7,829 New
AWS
39
Atria Wealth Solutions
New York
$290K +$312K +7,584 New
IFG
40
Independent Financial Group
California
$276K +$297K +7,210 New
BFS
41
Bickling Financial Services
Massachusetts
$259K – – –
SWP
42
Stratos Wealth Partners
Ohio
$220K – – –
QCIG
43
Quad-Cities Investment Group
Iowa
$211K -$88.6K -2,151 -28%
PAG
44
Private Advisor Group
New Jersey
$209K +$225K +5,465 New
GLA
45
Good Life Advisors
Pennsylvania
$203K +$219K +5,320 New
CAL
46
Capital Advisors Ltd
Ohio
$129K – – –
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$95K – – –
TFGT
48
TS Financial Group (TSFG)
Illinois
$81K -$6.18K -150 -7%
LF
49
Lee Financial
Texas
$76K – – –
PA
50
Parallel Advisors
California
$60K +$6.75K +164 +12%
1
2
3

AIRR Hedge Fund Activity: Q3 2022 in Review

63 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust RBA American Industrial Renaissance ETF (AIRR) for Q3 2022, worth a combined $101M — up 2.2% from $98.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AIRR positions and 4 closed out — a net gain of 5 holders — while 19 added to existing stakes and 20 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $4.09M. The largest seller was UBS Group, cutting an estimated $7.73M.

  • 63 institutional investors held First Trust RBA American Industrial Renaissance ETF (AIRR) as of Q3 2022, up from 59 in Q2 2022.
  • Funds reported $101M of First Trust RBA American Industrial Renaissance ETF stock for Q3 2022, up 2.2% quarter-over-quarter.
  • 9 funds opened new First Trust RBA American Industrial Renaissance ETF positions in Q3 2022 and 4 closed out, a net change of +5 holders.
  • The largest First Trust RBA American Industrial Renaissance ETF buyer in Q3 2022 was Susquehanna International Group, an estimated $4.09M added.
  • The largest First Trust RBA American Industrial Renaissance ETF seller in Q3 2022 was UBS Group, an estimated $7.73M sold.

Based on aggregated 13F filings for Q3 2022.