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First Trust RBA American Industrial Renaissance ETF

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: 142189 (+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: 53 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$1.39M +$220K +3,243 +19%
SWM
77
SFG Wealth Management
Maryland
$1.36M +$1.35M +19,874 New
CWA
78
Capital Wealth Alliance
Arizona
$1.31M -$381K -5,608 -23%
WCM
79
WealthBridge Capital Management
Ohio
$1.29M +$176K +2,593 +16%
FEM
80
Fulcrum Equity Management
Texas
$1.21M +$1.21M +17,768 New
IFG
81
Independent Financial Group
California
$1.2M +$119K +1,752 +11%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$1.15M +$1.14M +16,773 New
EFS
83
Essex Financial Services
Connecticut
$1.12M +$275K +4,051 +33%
VWM
84
Valley Wealth Managers
New Jersey
$1.11M +$1.1M +16,187 New
AssetMark Inc
85
AssetMark Inc
California
$1.09M +$202K +2,973 +23%
IWC
86
Integrated Wealth Concepts
Massachusetts
$979K +$223K +3,279 +30%
SA
87
Sanctuary Advisors
Indiana
$934K +$976K +14,380 New
WDL
88
Well Done LLC
Michigan
$912K +$99.3K +1,462 +12%
Citadel Advisors
89
Citadel Advisors
Florida
$899K +$894K +13,167 New
OC
90
Oppenheimer & Co
New York
$891K +$39.6K +584 +5%
WS
91
Wedbush Securities
California
$884K +$168K +2,472 +24%
AWM
92
AE Wealth Management
Kansas
$880K +$47.8K +704 +6%
GVAG
93
Great Valley Advisor Group
Delaware
$846K +$410K +6,041 +95%
BRWA
94
B. Riley Wealth Advisors
Florida
$824K -$16.9K -249 -2%
WAP
95
Wealthcare Advisory Partners
Pennsylvania
$810K +$164K +2,415 +26%
IWP
96
Insight Wealth Partners
Texas
$796K +$195K +2,874 +33%
GLA
97
Good Life Advisors
Pennsylvania
$765K +$18.5K +272 +2%
BCM
98
Barometer Capital Management
Ontario, Canada
$751K +$115K +1,700 +18%
D.E. Shaw & Co
99
D.E. Shaw & Co
New York
$727K +$722K +10,639 New
Jane Street
100
Jane Street
New York
$722K +$718K +10,570 New

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.