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First Trust RBA American Industrial Renaissance ETF

63 hedge funds and large institutions have $135M invested in First Trust RBA American Industrial Renaissance ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5.4% less ownership

Funds ownership: 65.96%60.57% (-5.4%)

13% less funds holding

Funds holding: 7263 (-9)

21% less capital invested

Capital invested by funds: $172M → $135M (-$36.9M)

23% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 26

67% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 12

Holders
63
Holders Change
-9
Holders Change %
-12.5%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
20
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$25.7M -$8.29M -195,948 -24%
UBS Group
2
UBS Group
Switzerland
$22.9M -$791K -18,687 -3%
LPL Financial
3
LPL Financial
California
$13M -$1.76M -41,540 -12%
RJA
4
Raymond James & Associates
Florida
$11.4M -$21.8K -516 -0.2%
AOG
5
Alpha Omega Group
Virginia
$6.21M -$131K -3,085 -2%
Osaic Holdings
6
Osaic Holdings
Arizona
$5.01M -$49.9K -1,178 -1%
CAG
7
Csenge Advisory Group
Florida
$4.81M +$1.19M +28,006 +33%
MAG
8
MRA Advisory Group
New Jersey
$4.5M +$1.5M +35,475 +50%
TF
9
Theory Financial
Colorado
$3.66M -$5.76K -136 -0.2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.33M -$142K -3,350 -4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.96M -$4.94M -116,635 -63%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.92M +$56.5K +1,336 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.43M -$473K -11,180 -16%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.98M -$63.4K -1,499 -3%
AAS
15
Ameritas Advisory Services
Nebraska
$1.93M +$136K +3,225 +8%
AAS
16
Avantax Advisory Services
Texas
$1.67M +$155K +3,657 +10%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$1.54M +$34.1K +806 +2%
HAS
18
HBW Advisory Services
California
$1.54M +$1.86K +44 +0.1%
KAS
19
Kestra Advisory Services
Texas
$1.5M -$110K -2,601 -7%
PWA
20
PCG Wealth Advisors
Kansas
$1.32M +$69.3K +1,637 +6%
IA
21
IFP Advisors
Florida
$1.25M +$1.86M +43,998 +2,263%
SPC
22
Sigma Planning Corp
Michigan
$1.22M -$79.4K -1,876 -6%
CWA
23
Capital Wealth Alliance
Arizona
$1.21M -$126K -2,973 -9%
Stifel Financial
24
Stifel Financial
Missouri
$1.11M -$192K -4,546 -15%
TW
25
TrinityPoint Wealth
Connecticut
$902K -$157K -3,701 -15%

AIRR Hedge Fund Activity: Q1 2022 in Review

63 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust RBA American Industrial Renaissance ETF (AIRR) for Q1 2022, worth a combined $135M — down 21% from $172M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of AIRR and 4 opened new positions — a net loss of 8 holders — while 26 trimmed existing stakes and 20 added.

The largest buyer was IFP Advisors, adding an estimated $1.86M. The largest seller was Morgan Stanley, cutting an estimated $8.29M.

  • 63 institutional investors held First Trust RBA American Industrial Renaissance ETF (AIRR) as of Q1 2022, down from 72 in Q4 2021.
  • Funds reported $135M of First Trust RBA American Industrial Renaissance ETF stock for Q1 2022, down 21% quarter-over-quarter.
  • 4 funds opened new First Trust RBA American Industrial Renaissance ETF positions in Q1 2022 and 12 closed out, a net change of -8 holders.
  • The largest First Trust RBA American Industrial Renaissance ETF buyer in Q1 2022 was IFP Advisors, an estimated $1.86M added.
  • The largest First Trust RBA American Industrial Renaissance ETF seller in Q1 2022 was Morgan Stanley, an estimated $8.29M sold.

Based on aggregated 13F filings for Q1 2022.