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First Trust RBA American Industrial Renaissance ETF

142 hedge funds and large institutions have $630M invested in First Trust RBA American Industrial Renaissance ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 63 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

62% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 39

15% more capital invested

Capital invested by funds: $548M → $630M (+$81.8M)

5% more funds holding

Funds holding: 135142 (+7)

7.91% less ownership

Funds ownership: 85.04%77.14% (-7.9%)

Holders
142
Holders Change
+7
Holders Change %
+5.19%
% of All Funds
2.05%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
21
Increased
63
Reduced
39
Closed
12
Calls
$303K
Puts
Net Calls
+$303K
Net Calls Change
+$303K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$5.52M -$84.8K -1,418 -2%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$5.44M +$2.93M +48,954 +154%
SPC
28
Sigma Planning Corp
Michigan
$5.28M +$2.06M +34,456 +78%
PI
29
Parkside Investments
Illinois
$4.95M +$4.39M +73,445 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$4.93M +$420K +7,022 +11%
SFI
31
SPC Financial Inc
Maryland
$4.92M +$49K +820 +1%
FP
32
Fiduciary Planning
Florida
$4.9M -$329K -5,502 -7%
EH
33
Equitable Holdings
New York
$4.79M +$591K +9,891 +16%
TF
34
Theory Financial
Colorado
$4.47M -$299K -5,005 -7%
MML Investors Services
35
MML Investors Services
Massachusetts
$4.21M +$498K +8,335 +15%
RA
36
RFG Advisory
Alabama
$3.56M +$1.2M +20,032 +61%
RA
37
RiverTree Advisors
Florida
$3.47M -$194K -3,251 -6%
LIG
38
Lokken Investment Group
Delaware
$3.41M -$78.3K -1,309 -3%
HighTower Advisors
39
HighTower Advisors
Illinois
$3.35M +$91.1K +1,524 +3%
HAS
40
HBW Advisory Services
California
$2.92M
HPC
41
Hobart Private Capital
North Carolina
$2.9M +$2.57M +43,057 New
AAS
42
Ameritas Advisory Services
Nebraska
$2.84M +$374K +6,252 +17%
Truist Financial
43
Truist Financial
North Carolina
$2.77M -$32.2K -539 -1%
NLP
44
Next Level Private
New York
$2.75M +$1.71M +28,669 +235%
Goldman Sachs
45
Goldman Sachs
New York
$2.29M
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$2.23M -$107K -1,796 -5%
PWA
47
PCG Wealth Advisors
Kansas
$2.13M -$474K -7,926 -20%
US Bancorp
48
US Bancorp
Minnesota
$1.89M +$1.2M +20,064 +252%
CBFP
49
Cedar Brook Financial Partners
Ohio
$1.88M +$353K +5,905 +27%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$1.86M -$222K -3,716 -12%

AIRR Hedge Fund Activity: Q1 2024 in Review

142 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust RBA American Industrial Renaissance ETF (AIRR) for Q1 2024, worth a combined $630M — up 15% from $548M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new AIRR positions and 12 closed out — a net gain of 9 holders — while 63 added to existing stakes and 39 trimmed.

The largest buyer was Global Assets Advisory, opening a new position worth an estimated $30.4M. The largest seller was Morgan Stanley, cutting an estimated $63.5M.

  • 142 institutional investors held First Trust RBA American Industrial Renaissance ETF (AIRR) as of Q1 2024, up from 135 in Q4 2023.
  • Funds reported $630M of First Trust RBA American Industrial Renaissance ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 21 funds opened new First Trust RBA American Industrial Renaissance ETF positions in Q1 2024 and 12 closed out, a net change of +9 holders.
  • The largest First Trust RBA American Industrial Renaissance ETF buyer in Q1 2024 was Global Assets Advisory, an estimated $30.4M added.
  • The largest First Trust RBA American Industrial Renaissance ETF seller in Q1 2024 was Morgan Stanley, an estimated $63.5M sold.

Based on aggregated 13F filings for Q1 2024.