We are live on ! Find out more
AIRR icon

First Trust RBA American Industrial Renaissance ETF
AIRR

125 hedge funds and large institutions have $351M invested in First Trust RBA American Industrial Renaissance ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

575% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 4

161% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 23

24% more capital invested

Capital invested by funds: $283M → $351M (+$68.5M)

23% more funds holding

Funds holding: 102 → 125 (+23)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.33% less ownership

Funds ownership: 73.71% → 73.38% (-0.33%)

Holders
125
Holders Change
+23
Holders Change %
+22.55%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
60
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$16.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.16M
3
CAG
Csenge Advisory Group
Florida
+$6.03M
4
UBS Group
UBS Group
Switzerland
+$5.79M
5
IWM
IHT Wealth Management
Illinois
+$5.18M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$6.27M
2
Jane Street
Jane Street
New York
-$1.55M
3
LFAS
Level Four Advisory Services
Texas
-$1.17M
4
NA
NewEdge Advisors
Louisiana
-$956K
5
SI
Stephens Inc
Arkansas
-$949K
Name Holding Trade Value Shares
Change 		Change in
Stake
GSIAS
51
Garden State Investment Advisory Services
New Jersey
$1.03M +$115K +2,144 +12%
WDL
52
Well Done LLC
Michigan
$955K – – –
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$952K +$332K +6,183 +50%
WEG
54
World Equity Group
Illinois
$888K +$925K +17,241 New
Comerica Bank
55
Comerica Bank
Texas
$853K +$889K +16,562 New
CWA
56
Capital Wealth Alliance
Arizona
$850K +$92.3K +1,719 +12%
Citigroup
57
Citigroup
New York
$790K +$246K +4,586 +43%
BCM
58
Barometer Capital Management
Ontario, Canada
$783K -$80.5K -1,500 -9%
CBFP
59
Cedar Brook Financial Partners
Ohio
$676K +$103K +1,914 +17%
AWM
60
AE Wealth Management
Kansas
$660K +$245K +4,559 +55%
BRWA
61
B. Riley Wealth Advisors
Florida
$634K +$29K +540 +5%
WCM
62
WealthBridge Capital Management
Ohio
$618K +$643K +11,987 New
Two Sigma Investments
63
Two Sigma Investments
New York
$613K +$639K +11,900 New
AWS
64
Atria Wealth Solutions
New York
$584K +$180K +3,344 +42%
Envestnet Portfolio Solutions
65
Envestnet Portfolio Solutions
Illinois
$574K +$598K +11,132 New
USCWA
66
U.S. Capital Wealth Advisors
Texas
$552K -$6.98K -130 -1%
WS
67
Wedbush Securities
California
$543K -$8.21K -153 -1%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$529K -$88.6K -1,650 -14%
SPIA
69
Steward Partners Investment Advisory
New York
$528K +$550K +10,240 +170,667%
NW
70
NewEdge Wealth
Pennsylvania
$526K +$244K +4,550 +80%
MML Investors Services
71
MML Investors Services
Massachusetts
$516K +$39.4K +734 +8%
KPWS
72
Kestra Private Wealth Services
Texas
$510K -$171K -3,187 -24%
NS
73
NBC Securities
Alabama
$492K +$514K +9,568 New
OC
74
Oppenheimer & Co
New York
$484K +$12.1K +225 +2%
AFG
75
Atomi Financial Group
New York
$481K +$501K +9,338 New
1 2
3
4 5

AIRR Hedge Fund Activity: Q3 2023 in Review

125 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust RBA American Industrial Renaissance ETF (AIRR) for Q3 2023, worth a combined $351M — up 24% from $283M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AIRR positions and 4 closed out — a net gain of 23 holders — while 60 added to existing stakes and 23 trimmed.

The largest buyer was LPL Financial, adding an estimated $16.4M. The largest seller was HighTower Advisors, cutting an estimated $6.27M.

  • 125 institutional investors held First Trust RBA American Industrial Renaissance ETF (AIRR) as of Q3 2023, up from 102 in Q2 2023.
  • Funds reported $351M of First Trust RBA American Industrial Renaissance ETF stock for Q3 2023, up 24% quarter-over-quarter.
  • 27 funds opened new First Trust RBA American Industrial Renaissance ETF positions in Q3 2023 and 4 closed out, a net change of +23 holders.
  • The largest First Trust RBA American Industrial Renaissance ETF buyer in Q3 2023 was LPL Financial, an estimated $16.4M added.
  • The largest First Trust RBA American Industrial Renaissance ETF seller in Q3 2023 was HighTower Advisors, an estimated $6.27M sold.

Based on aggregated 13F filings for Q3 2023.