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First Trust RBA American Industrial Renaissance ETF
AIRR

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: 142 → 189 (+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: 5 → 3 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$35.2M
2
LPL Financial
LPL Financial
California
+$33.7M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$18.2M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$14.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.13M

Top Sellers

Rank Fund Capital Flow
1
GAA
Global Assets Advisory
Florida
-$7.6M
2
NL
NWAM LLC
Washington
-$7.19M
3
IGWM
ICA Group Wealth Management
Colorado
-$4.29M
4
Osaic Holdings
Osaic Holdings
Arizona
-$2.51M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
51
Total Clarity Wealth Management
Illinois
$2.58M +$822K +12,103 +47%
Citigroup
52
Citigroup
New York
$2.53M +$787K +11,586 +45%
SIM
53
Seaview Investment Managers
Florida
$2.43M +$2.41M +35,520 New
IGWM
54
ICA Group Wealth Management
Colorado
$2.41M -$4.29M -63,128 -64%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$2.37M +$609K +8,975 +35%
Goldman Sachs
56
Goldman Sachs
New York
$2.33M – – –
DWG
57
Darden Wealth Group
Michigan
$2.25M +$224K +3,300 New
SEIA
58
Signature Estate & Investment Advisors
California
$2.23M +$2.21M +32,598 New
Envestnet Portfolio Solutions
59
Envestnet Portfolio Solutions
Illinois
$2.03M +$145K +2,142 +8%
DADC
60
D.A. Davidson & Co
Montana
$1.93M +$1.92M +28,240 New
BFEC
61
Benjamin F. Edwards & Company
Missouri
$1.8M -$19.4K -286 -1%
SEA
62
Stegent Equity Advisors
Texas
$1.8M +$70.3K +1,035 +4%
AI
63
Arvest Investments
Arkansas
$1.8M -$71.6K -1,054 -4%
MA
64
Mutual Advisors
Nebraska
$1.66M +$109K +1,611 +8%
WWM
65
Western Wealth Management
Colorado
$1.63M +$1.62M +23,886 New
ASN
66
Advisory Services Network
Georgia
$1.61M +$302K +4,442 +23%
GSIAS
67
Garden State Investment Advisory Services
New Jersey
$1.61M +$9.71K +143 +0.6%
SPIA
68
Steward Partners Investment Advisory
New York
$1.59M +$718K +10,574 +83%
JP Morgan Chase
69
JP Morgan Chase
New York
$1.56M -$12.1K -178 -0.8%
PFG
70
Prosperity Financial Group
California
$1.54M +$1.53M +22,543 New
SWM
71
Spire Wealth Management
Virginia
$1.54M +$1.53M +22,475 New
CFIM
72
Client First Investment Management
Wisconsin
$1.48M +$1.47M +21,629 New
QWM
73
Quadcap Wealth Management
Texas
$1.47M +$812K +11,956 +125%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$1.45M -$436K -6,423 -23%
Comerica Bank
75
Comerica Bank
Texas
$1.39M +$8.08K +119 +0.6%
1 2
3
4 5

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.