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First Trust RBA American Industrial Renaissance ETF
AIRR

135 hedge funds and large institutions have $548M invested in First Trust RBA American Industrial Renaissance ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

56% more capital invested

Capital invested by funds: $351M → $548M (+$196M)

28% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 43

11.66% more ownership

Funds ownership: 73.38% → 85.04% (+12%)

8% more funds holding

Funds holding: 125 → 135 (+10)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
135
Holders Change
+10
Holders Change %
+8%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
55
Reduced
43
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$103M
2
LPL Financial
LPL Financial
California
+$10.9M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$2.95M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.89M
5
FP
Fiduciary Planning
Florida
+$2.84M

Top Sellers

Rank Fund Capital Flow
1
PS
Portfolio Strategies
New York
-$3.52M
2
SPC
Sigma Planning Corp
Michigan
-$2.2M
3
ACA
Aptus Capital Advisors
Alabama
-$1.16M
4
FAIM
Financial Advocates Investment Management
Washington
-$909K
5
WEG
World Equity Group
Illinois
-$888K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
76
Atria Wealth Solutions
New York
$529K -$112K -2,173 -19%
OC
77
Oppenheimer & Co
New York
$526K -$15.5K -300 -3%
HA
78
Hanover Advisors
South Carolina
$521K +$465K +9,008 New
CIG
79
Cascade Investment Group
Colorado
$516K -$516 -10 -0.1%
CAM
80
Cresset Asset Management
Illinois
$515K – – –
IWC
81
Integrated Wealth Concepts
Massachusetts
$510K +$454K +8,810 New
TWM
82
Trueblood Wealth Management
Ohio
$487K +$434K +8,416 New
AFG
83
Atomi Financial Group
New York
$478K -$55.5K -1,076 -12%
US Bancorp
84
US Bancorp
Minnesota
$460K +$27.2K +528 +7%
KPWS
85
Kestra Private Wealth Services
Texas
$457K -$103K -1,994 -20%
VF
86
VitalStone Financial
Texas
$382K +$34.4K +667 +11%
CA
87
Cetera Advisors
Colorado
$361K +$70.7K +1,372 +28%
GLA
88
Good Life Advisors
Pennsylvania
$351K – – –
GVAG
89
Great Valley Advisor Group
Delaware
$348K -$11.2K -218 -3%
IAIM
90
International Assets Investment Management
Florida
$337K +$13.2K +256 +5%
IWP
91
Insight Wealth Partners
Texas
$325K +$290K +5,615 New
IP
92
Ignite Planners
California
$321K -$99.3K -1,925 -26%
IFG
93
Independent Financial Group
California
$314K +$17.5K +340 +7%
WAP
94
Wealthcare Advisory Partners
Pennsylvania
$300K +$34.9K +677 +15%
FAIM
95
Financial Advocates Investment Management
Washington
$291K -$909K -17,627 -78%
SWP
96
Stratos Wealth Partners
Ohio
$283K -$3.56K -69 -1%
HA
97
Herold Advisors
New York
$273K -$61.7K -1,196 -20%
QCIG
98
Quad-Cities Investment Group
Iowa
$272K -$24.1K -468 -9%
EFS
99
Essex Financial Services
Connecticut
$270K +$241K +4,675 New
RJT
100
Raymond James Trust
Florida
$269K – – –
2 3
4
5 6

AIRR Hedge Fund Activity: Q4 2023 in Review

135 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust RBA American Industrial Renaissance ETF (AIRR) for Q4 2023, worth a combined $548M — up 56% from $351M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AIRR positions and 7 closed out — a net gain of 11 holders — while 55 added to existing stakes and 43 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $103M. The largest seller was Portfolio Strategies, exiting entirely with an estimated $3.52M sold.

  • 135 institutional investors held First Trust RBA American Industrial Renaissance ETF (AIRR) as of Q4 2023, up from 125 in Q3 2023.
  • Funds reported $548M of First Trust RBA American Industrial Renaissance ETF stock for Q4 2023, up 56% quarter-over-quarter.
  • 18 funds opened new First Trust RBA American Industrial Renaissance ETF positions in Q4 2023 and 7 closed out, a net change of +11 holders.
  • The largest First Trust RBA American Industrial Renaissance ETF buyer in Q4 2023 was Morgan Stanley, an estimated $103M added.
  • The largest First Trust RBA American Industrial Renaissance ETF seller in Q4 2023 was Portfolio Strategies, an estimated $3.52M sold.

Based on aggregated 13F filings for Q4 2023.