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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
Citadel Advisors
76
Citadel Advisors
Florida
$471K +$203K +3,784 +71%
CIG
77
Cascade Investment Group
Colorado
$460K – – –
CAM
78
Cresset Asset Management
Illinois
$459K – – –
GIA
79
Gladstone Institutional Advisory
Florida
$456K +$32K +596 +7%
JP Morgan Chase
80
JP Morgan Chase
New York
$414K +$187K +3,493 +77%
GAA
81
Global Assets Advisory
Florida
$401K +$418K +7,780 New
US Bancorp
82
US Bancorp
Minnesota
$382K +$321K +5,975 +413%
IP
83
Ignite Planners
California
$377K +$404K +7,528 New
GVAG
84
Great Valley Advisor Group
Delaware
$322K +$131K +2,442 +64%
GLA
85
Good Life Advisors
Pennsylvania
$313K +$40.2K +749 +14%
HA
86
Herold Advisors
New York
$305K +$318K +5,919 New
Jane Street
87
Jane Street
New York
$300K -$1.55M -28,947 -83%
IAIM
88
International Assets Investment Management
Florida
$289K +$71.4K +1,331 +31%
VF
89
VitalStone Financial
Texas
$288K +$319K +5,946 New
PAG
90
Private Advisory Group
Washington
$285K -$18.7K -349 -6%
QCIG
91
Quad-Cities Investment Group
Iowa
$277K +$107 +2 +0%
JMPWA
92
JP Morgan Private Wealth Advisors
California
$267K – – –
SEA
93
Stegent Equity Advisors
Texas
$264K +$275K +5,131 New
IFG
94
Independent Financial Group
California
$262K -$127K -2,368 -32%
SWP
95
Stratos Wealth Partners
Ohio
$255K +$53.3K +993 +25%
CA
96
Cetera Advisors
Colorado
$250K +$261K +4,862 New
RJT
97
Raymond James Trust
Florida
$240K +$37K +689 +17%
WAP
98
Wealthcare Advisory Partners
Pennsylvania
$232K -$19.7K -367 -8%
AssetMark Inc
99
AssetMark Inc
California
$219K +$228K +4,254 New
CAL
100
Capital Advisors Ltd
Ohio
$174K – – –
2 3
4
5 6

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.