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First Trust RBA American Industrial Renaissance ETF

189 hedge funds and large institutions have $834M invested in First Trust RBA American Industrial Renaissance ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 80 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

817% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 6

176% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 29

33% more funds holding

Funds holding: 142189 (+47)

33% more capital invested

Capital invested by funds: $630M → $834M (+$205M)

7.17% less ownership

Funds ownership: 77.14%69.97% (-7.2%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
189
Holders Change
+47
Holders Change %
+33.1%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
55
Increased
80
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
26
Per Stirling Capital Management
Texas
$6.14M +$6.1M +89,835 New
Stifel Financial
27
Stifel Financial
Missouri
$5.89M +$292K +4,299 +5%
JIP
28
Jaffetilchin Investment Partners
Florida
$5.87M +$73.7K +1,086 +1%
HighTower Advisors
29
HighTower Advisors
Illinois
$5.81M +$2.39M +35,212 +71%
PAG
30
Private Advisor Group
New Jersey
$5.63M +$4.67M +68,863 +509%
MAG
31
MRA Advisory Group
New Jersey
$5.63M -$606K -8,921 -10%
AAS
32
Avantax Advisory Services
Texas
$5.45M -$500K -7,369 -8%
PI
33
Parkside Investments
Illinois
$5.42M +$401K +5,910 +8%
EH
34
Equitable Holdings
New York
$5.4M +$536K +7,890 +11%
FP
35
Fiduciary Planning
Florida
$5.17M +$195K +2,871 +4%
SFI
36
SPC Financial Inc
Maryland
$5.12M +$127K +1,876 +3%
NLP
37
Next Level Private
New York
$4.73M +$1.92M +28,340 +69%
TF
38
Theory Financial
Colorado
$4.36M -$177K -2,614 -4%
LIG
39
Lokken Investment Group
Delaware
$3.56M +$99K +1,459 +3%
RA
40
RFG Advisory
Alabama
$3.43M -$178K -2,623 -5%
PWA
41
PCG Wealth Advisors
Kansas
$3.15M +$982K +14,466 +46%
HPC
42
Hobart Private Capital
North Carolina
$3.12M +$176K +2,588 +6%
HAS
43
HBW Advisory Services
California
$3.07M -$373K -5,498 -11%
RA
44
RiverTree Advisors
Florida
$2.88M -$632K -9,307 -18%
AAS
45
Ameritas Advisory Services
Nebraska
$2.88M -$103K -1,513 -3%
Truist Financial
46
Truist Financial
North Carolina
$2.82M +$8.76K +129 +0.3%
US Bancorp
47
US Bancorp
Minnesota
$2.78M +$861K +12,686 +45%
PP
48
Prudential plc
United Kingdom
$2.73M +$2.72M +40,000 New
CIA
49
Concurrent Investment Advisors
Florida
$2.7M +$1.07M +15,751 +66%
Bank of America
50
Bank of America
North Carolina
$2.68M +$2.67M +39,269 New

AIRR Hedge Fund Activity: Q2 2024 in Review

189 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust RBA American Industrial Renaissance ETF (AIRR) for Q2 2024, worth a combined $834M — up 33% from $630M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new AIRR positions and 6 closed out — a net gain of 49 holders — while 80 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $35.2M. The largest seller was Global Assets Advisory, exiting entirely with an estimated $7.6M sold.

  • 189 institutional investors held First Trust RBA American Industrial Renaissance ETF (AIRR) as of Q2 2024, up from 142 in Q1 2024.
  • Funds reported $834M of First Trust RBA American Industrial Renaissance ETF stock for Q2 2024, up 33% quarter-over-quarter.
  • 55 funds opened new First Trust RBA American Industrial Renaissance ETF positions in Q2 2024 and 6 closed out, a net change of +49 holders.
  • The largest First Trust RBA American Industrial Renaissance ETF buyer in Q2 2024 was Morgan Stanley, an estimated $35.2M added.
  • The largest First Trust RBA American Industrial Renaissance ETF seller in Q2 2024 was Global Assets Advisory, an estimated $7.6M sold.

Based on aggregated 13F filings for Q2 2024.