We are live on ! Find out more
AIRR icon

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
LF
101
Lee Financial
Texas
$103K – – –
AA
102
AlphaMark Advisors
Kentucky
$76K -$5.64K -105 -7%
IA
103
IFP Advisors
Florida
$62.6K +$63.8K +1,188 +4,243%
DWMG
104
DB Wealth Management Group
California
$47.3K +$1.29K +24 +3%
GWM
105
Geneos Wealth Management
Colorado
$46.4K – – –
CFGS
106
Concourse Financial Group Securities
Alabama
$41.9K +$14K +260 +47%
Fidelity Investments
107
Fidelity Investments
Massachusetts
$39.5K +$5.15K +96 +14%
TFGT
108
TS Financial Group (TSFG)
Illinois
$39K +$54 +1 +0.1%
Wells Fargo
109
Wells Fargo
California
$35.3K -$14.8K -275 -29%
CAL
110
Capital Analysts LLC
Pennsylvania
$33K +$34.9K +650 New
S
111
SignatureFD
Georgia
$28.1K +$29.3K +545 New
CFD
112
Creative Financial Designs
Indiana
$18.3K +$54 +1 +0.3%
AWM
113
Activest Wealth Management
Florida
$14.3K +$14.9K +277 New
GRP
114
Global Retirement Partners
California
$12.2K – – –
CTWM
115
Cherry Tree Wealth Management
Minnesota
$11.4K – – –
GI
116
Gradient Investments
Minnesota
$6.49K – – –
AWM
117
Avior Wealth Management
Nebraska
$5.82K – – –
FFA
118
Founders Financial Alliance
North Carolina
$5.51K – – –
BC
119
Barrett & Company
Rhode Island
$5.17K – – –
JWA
120
JFS Wealth Advisors
Pennsylvania
$4.12K – – –
AGWCA
121
Annis Gardner Whiting Capital Advisors
Florida
$3.09K +$3.22K +60 New
MLA
122
MB, Levis & Associates
Pennsylvania
$2.58K +$2.68K +50 New
C
123
Covestor
United Kingdom
$2K – – –
CAS
124
Coppell Advisory Solutions
Texas
$1.32K +$859 +16 +114%
MA
125
MCF Advisors
Kentucky
$155 +$161 +3 New
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.