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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
IFG
76
Independent Financial Group
California
$1.95M +$603K +8,516 +49%
MA
77
Mutual Advisors
Nebraska
$1.94M +$199K +2,803 +12%
GSIAS
78
Garden State Investment Advisory Services
New Jersey
$1.92M +$151K +2,130 +9%
WWM
79
Western Wealth Management
Colorado
$1.9M +$113K +1,600 +7%
SWM
80
Spire Wealth Management
Virginia
$1.89M +$204K +2,884 +13%
SEA
81
Stegent Equity Advisors
Texas
$1.76M -$198K -2,795 -11%
IWC
82
Integrated Wealth Concepts
Massachusetts
$1.74M +$640K +9,032 +63%
WCM
83
WealthBridge Capital Management
Ohio
$1.68M +$260K +3,670 +19%
ASN
84
Advisory Services Network
Georgia
$1.61M – – –
BFG
85
Bleakley Financial Group
New Jersey
$1.47M +$1.4M +19,723 New
AssetMark Inc
86
AssetMark Inc
California
$1.46M +$255K +3,601 +23%
Comerica Bank
87
Comerica Bank
Texas
$1.45M -$69.2K -977 -5%
P
88
&Partners
Tennessee
$1.4M +$1.32M +18,685 New
GAA
89
Global Assets Advisory
Florida
$1.34M +$1.28M +18,047 New
CWA
90
Capital Wealth Alliance
Arizona
$1.15M -$268K -3,790 -20%
KPWS
91
Kestra Private Wealth Services
Texas
$1.09M +$670K +9,462 +184%
GLA
92
Good Life Advisors
Pennsylvania
$1.07M +$225K +3,175 +28%
EFS
93
Essex Financial Services
Connecticut
$1.03M -$196K -2,763 -17%
WDL
94
Well Done LLC
Michigan
$996K – – –
OC
95
Oppenheimer & Co
New York
$970K -$3.54K -50 -0.4%
IWP
96
Insight Wealth Partners
Texas
$951K +$77.3K +1,091 +9%
GVAG
97
Great Valley Advisor Group
Delaware
$941K +$14.9K +211 +2%
AWM
98
AE Wealth Management
Kansas
$897K -$61.4K -867 -7%
WS
99
Wedbush Securities
California
$895K -$66.8K -943 -7%
SWP
100
Stratos Wealth Partners
Ohio
$874K +$431K +6,083 +108%
2 3
4
5 6

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.