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First Trust RBA American Industrial Renaissance ETF
AIRR

207 hedge funds and large institutions have $1.15B invested in First Trust RBA American Industrial Renaissance ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 45 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

118% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 45

105% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 19

37% more capital invested

Capital invested by funds: $834M → $1.15B (+$312M)

10% more funds holding

Funds holding: 189 → 207 (+18)

2.29% more ownership

Funds ownership: 69.97% → 72.26% (+2.3%)

68% less call options, than puts

Call options by funds: $90K | Put options by funds: $284K

Holders
207
Holders Change
+18
Holders Change %
+9.52%
% of All Funds
2.97%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
39
Increased
98
Reduced
45
Closed
19
Calls
$90K
Puts
$284K
Net Calls
-$194K
Net Calls Change
-$194K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$103M
2
IAIM
International Assets Investment Management
Florida
+$49.3M
3
Morgan Stanley
Morgan Stanley
New York
+$32M
4
LPL Financial
LPL Financial
California
+$24.4M
5
RJA
Raymond James & Associates
Florida
+$19.7M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$18.3M
2
AW
Atlas Wealth
Ohio
-$7.3M
3
HAS
HBW Advisory Services
California
-$3.07M
4
PSCM
Per Stirling Capital Management
Texas
-$1.8M
5
CFIM
Client First Investment Management
Wisconsin
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
51
Hobart Private Capital
North Carolina
$3.5M +$91.5K +1,291 +3%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$3.37M +$1.69M +23,869 +112%
TF
53
Theory Financial
Colorado
$3.37M -$1.32M -18,614 -29%
AAS
54
Ameritas Advisory Services
Nebraska
$3.31M +$161K +2,267 +5%
Truist Financial
55
Truist Financial
North Carolina
$3.17M +$85.2K +1,203 +3%
VWM
56
Valley Wealth Managers
New Jersey
$3.13M +$1.82M +25,737 +159%
TCWM
57
Total Clarity Wealth Management
Illinois
$3.1M +$265K +3,738 +10%
RA
58
RiverTree Advisors
Florida
$2.99M -$151K -2,125 -5%
NA
59
NewEdge Advisors
Louisiana
$2.91M +$1.32M +18,626 +92%
QWM
60
Quadcap Wealth Management
Texas
$2.86M +$1.19M +16,805 +78%
Citigroup
61
Citigroup
New York
$2.79M +$20.8K +293 +0.8%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$2.74M +$148K +2,090 +6%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$2.68M +$1.35M +19,124 +114%
RA
64
RFG Advisory
Alabama
$2.64M -$1.05M -14,849 -30%
SEIA
65
Signature Estate & Investment Advisors
California
$2.55M +$107K +1,509 +5%
Goldman Sachs
66
Goldman Sachs
New York
$2.54M – – –
PFS
67
Prospera Financial Services
Texas
$2.49M +$1.92M +27,133 +432%
Envestnet Portfolio Solutions
68
Envestnet Portfolio Solutions
Illinois
$2.48M +$243K +3,435 +12%
BEI
69
Benjamin Edwards Inc
Missouri
$2.45M +$2.33M +32,875 New
Jane Street
70
Jane Street
New York
$2.24M +$1.38M +19,481 +184%
AI
71
Arvest Investments
Arkansas
$2.21M +$234K +3,310 +13%
SIM
72
Seaview Investment Managers
Florida
$2.21M -$422K -5,963 -17%
DADC
73
D.A. Davidson & Co
Montana
$2.13M +$22.5K +318 +1%
IA
74
IFG Advisory
Georgia
$2.04M +$1.94M +27,347 New
CIA
75
Concurrent Investment Advisors
Florida
$1.99M -$909K -12,828 -32%
1 2
3
4 5

AIRR Hedge Fund Activity: Q3 2024 in Review

207 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust RBA American Industrial Renaissance ETF (AIRR) for Q3 2024, worth a combined $1.15B — up 37% from $834M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new AIRR positions and 19 closed out — a net gain of 20 holders — while 98 added to existing stakes and 45 trimmed.

The largest buyer was Bank of America, adding an estimated $103M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $18.3M sold.

  • 207 institutional investors held First Trust RBA American Industrial Renaissance ETF (AIRR) as of Q3 2024, up from 189 in Q2 2024.
  • Funds reported $1.15B of First Trust RBA American Industrial Renaissance ETF stock for Q3 2024, up 37% quarter-over-quarter.
  • 39 funds opened new First Trust RBA American Industrial Renaissance ETF positions in Q3 2024 and 19 closed out, a net change of +20 holders.
  • The largest First Trust RBA American Industrial Renaissance ETF buyer in Q3 2024 was Bank of America, an estimated $103M added.
  • The largest First Trust RBA American Industrial Renaissance ETF seller in Q3 2024 was Bank of Nova Scotia, an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2024.