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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
Envestnet Portfolio Solutions
51
Envestnet Portfolio Solutions
Illinois
$1.86M +$910K +15,216 +123%
AI
52
Arvest Investments
Arkansas
$1.84M -$162K -2,713 -9%
CAN
53
Cetera Advisor Networks
California
$1.83M -$59.7K -998 -4%
BFEC
54
Benjamin F. Edwards & Company
Missouri
$1.79M -$29.5K -493 -2%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$1.73M +$421K +7,034 +38%
TCWM
56
Total Clarity Wealth Management
Illinois
$1.72M +$242K +4,044 +19%
Citigroup
57
Citigroup
New York
$1.72M +$262K +4,381 +21%
SEA
58
Stegent Equity Advisors
Texas
$1.7M -$103K -1,729 -6%
CWA
59
Capital Wealth Alliance
Arizona
$1.67M +$311K +5,193 +26%
CIA
60
Concurrent Investment Advisors
Florida
$1.6M +$1.42M +23,766 New
GSIAS
61
Garden State Investment Advisory Services
New Jersey
$1.57M +$95.4K +1,595 +7%
JP Morgan Chase
62
JP Morgan Chase
New York
$1.55M +$464K +7,763 +51%
MA
63
Mutual Advisors
Nebraska
$1.42M +$1.26M +21,022 New
Comerica Bank
64
Comerica Bank
Texas
$1.36M +$44.6K +746 +4%
ASN
65
Advisory Services Network
Georgia
$1.29M +$315K +5,260 +38%
CA
66
Cetera Advisors
Colorado
$1.23M +$723K +12,088 +194%
NA
67
NewEdge Advisors
Louisiana
$1.15M -$911K -15,229 -47%
WCM
68
WealthBridge Capital Management
Ohio
$1.1M +$60.2K +1,007 +7%
IFG
69
Independent Financial Group
California
$1.06M +$620K +10,375 +191%
PAG
70
Private Advisor Group
New Jersey
$910K -$306K -5,118 -27%
AssetMark Inc
71
AssetMark Inc
California
$870K +$116K +1,942 +18%
SPIA
72
Steward Partners Investment Advisory
New York
$854K +$129K +2,162 +21%
OC
73
Oppenheimer & Co
New York
$839K +$201K +3,358 +37%
EFS
74
Essex Financial Services
Connecticut
$822K +$450K +7,530 +161%
AWM
75
AE Wealth Management
Kansas
$820K -$162K -2,713 -18%

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.