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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
CF
101
Centaurus Financial
California
$367K +$326K +5,456 New
IAIM
102
International Assets Investment Management
Florida
$335K -$49.5K -827 -14%
FAIM
103
Financial Advocates Investment Management
Washington
$335K -$3.59K -60 -1%
QCIG
104
Quad-Cities Investment Group
Iowa
$330K
SWP
105
Stratos Wealth Partners
Ohio
$327K -$1.5K -25 -0.5%
RJT
106
Raymond James Trust
Florida
$314K +$837 +14 +0.3%
IP
107
Ignite Planners
California
$313K -$55.3K -925 -17%
GRP
108
Global Retirement Partners
California
$284K +$9.39K +157 +4%
FA
109
Fortis Advisors
Pennsylvania
$263K +$233K +3,900 New
IWN
110
Independent Wealth Network
Iowa
$247K +$220K +3,672 New
NEWAS
111
N.E.W. Advisory Services
Wisconsin
$244K +$217K +3,622 New
CAL
112
Capital Advisors Ltd
Ohio
$227K
JWCA
113
J.W. Cole Advisors
Florida
$210K +$187K +3,124 New
Mariner
114
Mariner
Kansas
$206K -$38.2K -639 -17%
RFG
115
REAP Financial Group
Texas
$135K -$8.25K -138 -6%
AA
116
AlphaMark Advisors
Kentucky
$99K
MWM
117
MGB Wealth Management
Texas
$74.1K
GWM
118
Geneos Wealth Management
Colorado
$60.6K
Fidelity Investments
119
Fidelity Investments
Massachusetts
$58.2K +$7.06K +118 +16%
ACA
120
Aptus Capital Advisors
Alabama
$51.5K +$35.9K +600 +364%
S
121
SignatureFD
Georgia
$47.8K +$9.15K +153 +27%
CAL
122
Capital Analysts LLC
Pennsylvania
$44K
CA
123
Continuum Advisory
Idaho
$43.6K +$37.3K +623 New
TFGT
124
TS Financial Group (TSFG)
Illinois
$43K +$1.79K +30 +5%
PS
125
Principal Securities
Iowa
$36.4K -$7.77K -130 -19%

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.