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First Trust RBA American Industrial Renaissance ETF

57 hedge funds and large institutions have $153M invested in First Trust RBA American Industrial Renaissance ETF in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 3

186% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 7

60% more capital invested

Capital invested by funds: $95.6M → $153M (+$57.2M)

46% more funds holding

Funds holding: 3957 (+18)

3.66% more ownership

Funds ownership: 57.46%61.12% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
57
Holders Change
+18
Holders Change %
+46.15%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
20
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$36.4M +$5.88M +142,042 +19%
UBS Group
2
UBS Group
Switzerland
$20M +$9.85M +238,031 +95%
LPL Financial
3
LPL Financial
California
$13.4M +$8.22M +198,788 +154%
RJA
4
Raymond James & Associates
Florida
$11.4M -$7.98K -193 -0.1%
JIP
5
Jaffetilchin Investment Partners
Florida
$8.64M +$1.67M +40,453 +24%
AOG
6
Alpha Omega Group
Virginia
$6.29M +$6.34M +153,354 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$5.1M -$811K -19,596 -14%
Stifel Financial
8
Stifel Financial
Missouri
$4.06M +$3.78M +91,472 +1,194%
CAG
9
Csenge Advisory Group
Florida
$3.53M +$3.54M +85,494 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3M +$774K +18,714 +34%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.85M +$1.2M +29,006 +72%
SMF
12
Sterling Manor Financial
New York
$2.84M -$3.79M -91,569 -57%
MAG
13
MRA Advisory Group
New Jersey
$2.6M +$2.62M +63,353 New
FEM
14
Fulcrum Equity Management
Texas
$2.37M +$2.39M +57,761 New
GIA
15
Gladstone Institutional Advisory
Florida
$2.33M +$2.35M +56,734 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.19M +$2.22M +53,551 New
HI
17
Harbour Investments
Wisconsin
$1.95M +$1.69M +40,878 +619%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.94M +$126K +3,038 +7%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$1.53M -$106K -2,563 -6%
AIC
20
Ameritas Investment Company
Nebraska
$1.48M +$1.4M +33,772 +2,937%
CWA
21
Capital Wealth Alliance
Arizona
$1.4M +$13.8K +334 +0.9%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$1.4M +$37K +895 +3%
AAS
23
Avantax Advisory Services
Texas
$1.38M +$1.39M +33,692 New
KAS
24
Kestra Advisory Services
Texas
$1.37M +$369K +8,914 +37%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.36M -$482K -11,643 -26%

AIRR Hedge Fund Activity: Q2 2021 in Review

57 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust RBA American Industrial Renaissance ETF (AIRR) for Q2 2021, worth a combined $153M — up 60% from $95.6M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AIRR positions and 3 closed out — a net gain of 19 holders — while 20 added to existing stakes and 7 trimmed.

The largest buyer was UBS Group, adding an estimated $9.85M. The largest seller was Sterling Manor Financial, cutting an estimated $3.79M.

  • 57 institutional investors held First Trust RBA American Industrial Renaissance ETF (AIRR) as of Q2 2021, up from 39 in Q1 2021.
  • Funds reported $153M of First Trust RBA American Industrial Renaissance ETF stock for Q2 2021, up 60% quarter-over-quarter.
  • 22 funds opened new First Trust RBA American Industrial Renaissance ETF positions in Q2 2021 and 3 closed out, a net change of +19 holders.
  • The largest First Trust RBA American Industrial Renaissance ETF buyer in Q2 2021 was UBS Group, an estimated $9.85M added.
  • The largest First Trust RBA American Industrial Renaissance ETF seller in Q2 2021 was Sterling Manor Financial, an estimated $3.79M sold.

Based on aggregated 13F filings for Q2 2021.