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First Trust RBA American Industrial Renaissance ETF
AIRR

80 hedge funds and large institutions have $146M invested in First Trust RBA American Industrial Renaissance ETF in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 2

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

44% more capital invested

Capital invested by funds: $101M → $146M (+$44.9M)

27% more funds holding

Funds holding: 63 → 80 (+17)

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

7.33% more ownership

Funds ownership: 59.58% → 66.91% (+7.3%)

Holders
80
Holders Change
+17
Holders Change %
+26.98%
% of All Funds
1.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
20
Increased
24
Reduced
19
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IGWM
ICA Group Wealth Management
Colorado
+$3.69M
2
Morgan Stanley
Morgan Stanley
New York
+$2.94M
3
SFI
SPC Financial Inc
Maryland
+$2.72M
4
FEM
Fulcrum Equity Management
Texas
+$2.7M
5
IA
IFP Advisors
Florida
+$2.31M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.64M
2
PWA
PCG Wealth Advisors
Kansas
-$1.84M
3
Citadel Advisors
Citadel Advisors
Florida
-$945K
4
PAG
Private Advisor Group
New Jersey
-$209K
5
SPC
Sigma Planning Corp
Michigan
-$205K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.7M +$2.94M +66,823 +20%
UBS Group
2
UBS Group
Switzerland
$15.4M +$404K +9,193 +3%
LPL Financial
3
LPL Financial
California
$12.7M +$331K +7,522 +3%
RJA
4
Raymond James & Associates
Florida
$9.4M -$138K -3,142 -1%
AOG
5
Alpha Omega Group
Virginia
$6.56M -$74.3K -1,689 -1%
AW
6
Atlas Wealth
Ohio
$4.89M +$4.87M +110,793 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.87M +$1.27M +28,862 +35%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$4.3M +$1.96M +44,496 +84%
MAG
9
MRA Advisory Group
New Jersey
$4.3M +$20K +455 +0.5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.71M -$107K -2,434 -3%
IGWM
11
ICA Group Wealth Management
Colorado
$3.7M +$3.69M +83,769 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.67M +$870K +19,774 +31%
TF
13
Theory Financial
Colorado
$3.61M +$3.6M +81,845 New
AAS
14
Avantax Advisory Services
Texas
$3.49M +$49.2K +1,119 +1%
AAS
15
Ameritas Advisory Services
Nebraska
$3.34M +$1.29M +29,427 +64%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.28M +$1.5M +34,035 +85%
HI
17
Harbour Investments
Wisconsin
$3.17M -$149K -3,395 -5%
SFI
18
SPC Financial Inc
Maryland
$2.72M +$2.72M +61,729 New
FEM
19
Fulcrum Equity Management
Texas
$2.71M +$2.7M +61,469 New
IA
20
IFP Advisors
Florida
$2.64M +$2.31M +52,547 +115%
HighTower Advisors
21
HighTower Advisors
Illinois
$2.04M +$748 +17 +0%
Truist Financial
22
Truist Financial
North Carolina
$1.99M +$1.98M +44,993 New
HAS
23
HBW Advisory Services
California
$1.69M +$84K +1,910 +5%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$1.63M -$25.9K -588 -2%
KAS
25
Kestra Advisory Services
Texas
$1.56M +$228K +5,176 +17%
1
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AIRR Hedge Fund Activity: Q4 2022 in Review

80 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust RBA American Industrial Renaissance ETF (AIRR) for Q4 2022, worth a combined $146M — up 44% from $101M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AIRR positions and 2 closed out — a net gain of 18 holders — while 24 added to existing stakes and 19 trimmed.

The largest buyer was ICA Group Wealth Management, opening a new position worth an estimated $3.69M. The largest seller was Susquehanna International Group, cutting an estimated $3.64M.

  • 80 institutional investors held First Trust RBA American Industrial Renaissance ETF (AIRR) as of Q4 2022, up from 63 in Q3 2022.
  • Funds reported $146M of First Trust RBA American Industrial Renaissance ETF stock for Q4 2022, up 44% quarter-over-quarter.
  • 20 funds opened new First Trust RBA American Industrial Renaissance ETF positions in Q4 2022 and 2 closed out, a net change of +18 holders.
  • The largest First Trust RBA American Industrial Renaissance ETF buyer in Q4 2022 was ICA Group Wealth Management, an estimated $3.69M added.
  • The largest First Trust RBA American Industrial Renaissance ETF seller in Q4 2022 was Susquehanna International Group, an estimated $3.64M sold.

Based on aggregated 13F filings for Q4 2022.