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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
HA
76
Hanover Advisors
South Carolina
$813K +$184K +3,071 +34%
WDL
77
Well Done LLC
Michigan
$800K +$108K +1,808 +18%
IWC
78
Integrated Wealth Concepts
Massachusetts
$744K +$134K +2,240 +25%
GLA
79
Good Life Advisors
Pennsylvania
$736K +$291K +4,858 +80%
WS
80
Wedbush Securities
California
$704K -$25.4K -425 -4%
USCWA
81
U.S. Capital Wealth Advisors
Texas
$657K -$35.2K -589 -6%
QWM
82
Quadcap Wealth Management
Texas
$642K +$570K +9,537 New
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$636K +$255K +4,258 +82%
BRWA
84
B. Riley Wealth Advisors
Florida
$634K +$75.3K +1,259 +11%
NW
85
NewEdge Wealth
Pennsylvania
$626K -$8.13K -136 -1%
AWS
86
Atria Wealth Solutions
New York
$604K -$10.8K -180 -2%
CIG
87
Cascade Investment Group
Colorado
$604K +$3.23K +54 +0.6%
CAM
88
Cresset Asset Management
Illinois
$600K
BCM
89
Barometer Capital Management
Ontario, Canada
$593K -$77.7K -1,300 -12%
WI
90
Wintrust Investments
Illinois
$592K +$526K +8,790 New
IWP
91
Insight Wealth Partners
Texas
$591K +$189K +3,160 +56%
NS
92
NBC Securities
Alabama
$582K -$35.2K -588 -6%
AFG
93
Atomi Financial Group
New York
$580K +$21.1K +353 +4%
TWM
94
Trueblood Wealth Management
Ohio
$567K
VF
95
VitalStone Financial
Texas
$540K +$84.2K +1,408 +21%
SEP
96
Southland Equity Partners
Missouri
$486K +$431K +7,215 New
GVAG
97
Great Valley Advisor Group
Delaware
$427K +$19.4K +325 +5%
KPWS
98
Kestra Private Wealth Services
Texas
$421K -$98.5K -1,647 -21%
WIA
99
World Investment Advisors
California
$399K +$355K +5,929 New
FHC
100
First Heartland Consultants
Missouri
$380K +$338K +5,646 New

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.