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First Trust RBA American Industrial Renaissance ETF
AIRR

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: 2 → 2 (0)

5.4% less ownership

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

13% less funds holding

Funds holding: 72 → 63 (-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
–

Top Buyers

1
IA
IFP Advisors
Florida
+$1.86M
2
MAG
MRA Advisory Group
New Jersey
+$1.5M
3
CAG
Csenge Advisory Group
Florida
+$1.19M
4
APA
American Portfolios Advisors
New York
+$397K
5
CAP
Columbia Advisory Partners
Washington
+$216K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$8.29M
2
JIP
Jaffetilchin Investment Partners
Florida
-$5.73M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$4.94M
4
GIA
Gladstone Institutional Advisory
Florida
-$2M
5
LPL Financial
LPL Financial
California
-$1.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$60K – – –
CFGS
52
Concourse Financial Group Securities
Alabama
$51K – – –
AWM
53
Accel Wealth Management
Iowa
$45K +$25.4K +600 +133%
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$43K +$8.46K +200 +25%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$38K -$25.3K -598 -40%
Citigroup
56
Citigroup
New York
$37K +$33.4K +789 +805%
MCC
57
Money Concepts Capital
Florida
$32K +$21.2K +500 +201%
Wells Fargo
58
Wells Fargo
California
$26K -$7.41K -175 -22%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$24K – – –
TRCT
60
Tower Research Capital (TRC)
New York
$5K +$5.29K +125 New
AA
61
AlphaMark Advisors
Kentucky
$3K – – –
JWA
62
JFS Wealth Advisors
Pennsylvania
$3K – – –
JIP
63
Jaffetilchin Investment Partners
Florida
– -$5.73M -126,925 Closed
IWC
64
Integrated Wealth Concepts
Massachusetts
– -$997K -22,109 Closed
CAN
65
Claraphi Advisory Network
United States
– -$735K -16,284 Closed
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
– -$462K -10,267 Closed
OIA
67
OneDigital Investment Advisors
Kansas
– -$454K -10,056 Closed
IWM
68
IHT Wealth Management
Illinois
– -$210K -4,662 Closed
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
– -$209K -4,636 Closed
SCA
70
Snowden Capital Advisors
New York
– -$96K -2,141 Closed
JP Morgan Chase
71
JP Morgan Chase
New York
– -$90K -2,000 Closed
GIA
72
Goodwin Investment Advisory
Georgia
– -$7K -150 Closed
SFPG
73
Stonebridge Financial Planning Group
Florida
– -$6K -150 Closed
HIA
74
Harbor Investment Advisory
Maryland
– -$1K -18 Closed
1 2
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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.