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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
TSWM
151
Tyler-Stone Wealth Management
Ohio
$158K +$157K +2,310 New
GWM
152
Geneos Wealth Management
Colorado
$149K +$86.7K +1,277 +142%
RFG
153
REAP Financial Group
Texas
$118K -$19K -280 -14%
RIA
154
Realta Investment Advisors
Delaware
$116K +$115K +1,695 New
Fidelity Investments
155
Fidelity Investments
Massachusetts
$114K +$54.4K +801 +93%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$103K +$103K +1,510 New
AA
157
AlphaMark Advisors
Kentucky
$101K
MWM
158
MGB Wealth Management
Texas
$78.3K
CFGS
159
Concourse Financial Group Securities
Alabama
$53.4K +$23.6K +348 +80%
TFGT
160
TS Financial Group (TSFG)
Illinois
$50K +$6.79K +100 +16%
IA
161
IFP Advisors
Florida
$44.1K +$25.5K +376 +140%
CAL
162
Capital Analysts LLC
Pennsylvania
$44K
CA
163
Continuum Advisory
Idaho
$42.6K
S
164
SignatureFD
Georgia
$38.1K -$10.4K -153 -22%
PS
165
Principal Securities
Iowa
$37K
DF
166
Dunhill Financial
United Kingdom
$34K
AF
167
Allworth Financial
California
$30.4K +$29K +427 New
CFD
168
Creative Financial Designs
Indiana
$29.4K +$5.09K +75 +21%
CWC
169
Carolinas Wealth Consulting
North Carolina
$28.6K +$28.4K +418 New
PB
170
Pinnacle Bancorp
Nebraska
$27.3K
MIFH
171
Migdal Insurance & Financial Holdings
Israel
$24K +$23.4K +345 New
SS
172
Sunbelt Securities
Texas
$23K
CTWM
173
Cherry Tree Wealth Management
Minnesota
$15.1K
VAG
174
VisionPoint Advisory Group
Texas
$15.1K
FCG
175
Financial Connections Group
California
$11K +$11K +162 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.