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First Trust RBA American Industrial Renaissance ETF

32 hedge funds and large institutions have $134M invested in First Trust RBA American Industrial Renaissance ETF in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more capital invested

Capital invested by funds: $98.2M → $134M (+$35.7M)

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

11.73% more ownership

Funds ownership: 58.05%69.78% (+12%)

3% more funds holding

Funds holding: 3132 (+1)

Holders
32
Holders Change
+1
Holders Change %
+3.23%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$35.9M +$86.7K +3,268 +0.2%
JP Morgan Chase
2
JP Morgan Chase
New York
$28.5M +$27.6M +1,039,680 New
UBS Group
3
UBS Group
Switzerland
$25.5M +$2.19M +82,640 +10%
Morgan Stanley
4
Morgan Stanley
New York
$14.5M -$406K -15,288 -3%
RJA
5
Raymond James & Associates
Florida
$9.52M +$1.66M +62,414 +22%
LPL Financial
6
LPL Financial
California
$4.78M -$295K -11,129 -6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.02M -$133K -5,012 -6%
CCA
8
Clearwater Capital Advisors
Illinois
$1.5M -$32.4K -1,220 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.12M +$458K +17,249 +73%
UR
10
USCA RIA
Texas
$1.1M +$206K +7,766 +24%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.07M +$146K +5,508 +16%
CS
12
Credit Suisse
Switzerland
$1.06M +$1.02M +38,548 New
HighTower Advisors
13
HighTower Advisors
Illinois
$935K +$159 +6 +0%
Jane Street
14
Jane Street
New York
$877K +$304K +11,455 +56%
IA
15
IFP Advisors
Florida
$718K -$14.8K -556 -2%
CAN
16
Cetera Advisor Networks
California
$641K +$124K +4,685 +25%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$641K +$384K +14,490 +163%
IH
18
IFC Holdings
Florida
$501K +$504 +19 +0.1%
LA
19
LexAurum Advisors
Kansas
$436K +$411K +15,492 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$431K -$42.2K -1,590 -9%
AG
21
Advisor Group
Arizona
$368K -$6.13K -231 -2%
VF
22
Virtu Financial
New York
$302K -$878K -33,095 -75%
SWP
23
Stratos Wealth Partners
Ohio
$276K +$20.7K +780 +8%
FAIM
24
Financial Advocates Investment Management
Washington
$274K +$265K +9,986 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$230K -$183K -6,900 -45%

AIRR Hedge Fund Activity: Q4 2017 in Review

32 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in First Trust RBA American Industrial Renaissance ETF (AIRR) for Q4 2017, worth a combined $134M — up 36% from $98.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AIRR positions and 6 closed out — a net gain of 1 holder — while 13 added to existing stakes and 10 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $27.6M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.8M sold.

  • 32 institutional investors held First Trust RBA American Industrial Renaissance ETF (AIRR) as of Q4 2017, up from 31 in Q3 2017.
  • Funds reported $134M of First Trust RBA American Industrial Renaissance ETF stock for Q4 2017, up 36% quarter-over-quarter.
  • 7 funds opened new First Trust RBA American Industrial Renaissance ETF positions in Q4 2017 and 6 closed out, a net change of +1 holder.
  • The largest First Trust RBA American Industrial Renaissance ETF buyer in Q4 2017 was JP Morgan Chase, an estimated $27.6M added.
  • The largest First Trust RBA American Industrial Renaissance ETF seller in Q4 2017 was Susquehanna International Group, an estimated $1.8M sold.

Based on aggregated 13F filings for Q4 2017.