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First Trust RBA American Industrial Renaissance ETF
AIRR

125 hedge funds and large institutions have $351M invested in First Trust RBA American Industrial Renaissance ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

575% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 4

161% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 23

24% more capital invested

Capital invested by funds: $283M → $351M (+$68.5M)

23% more funds holding

Funds holding: 102 → 125 (+23)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.33% less ownership

Funds ownership: 73.71% → 73.38% (-0.33%)

Holders
125
Holders Change
+23
Holders Change %
+22.55%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
60
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$16.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.16M
3
CAG
Csenge Advisory Group
Florida
+$6.03M
4
UBS Group
UBS Group
Switzerland
+$5.79M
5
IWM
IHT Wealth Management
Illinois
+$5.18M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$6.27M
2
Jane Street
Jane Street
New York
-$1.55M
3
LFAS
Level Four Advisory Services
Texas
-$1.17M
4
NA
NewEdge Advisors
Louisiana
-$956K
5
SI
Stephens Inc
Arkansas
-$949K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$44.8M +$16.4M +305,308 +54%
Morgan Stanley
2
Morgan Stanley
New York
$38.5M +$3.14M +58,496 +9%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$34.8M +$6.16M +114,833 +21%
UBS Group
4
UBS Group
Switzerland
$25.7M +$5.79M +107,823 +28%
KAS
5
Kestra Advisory Services
Texas
$14M +$2.31M +43,005 +19%
RJA
6
Raymond James & Associates
Florida
$13.4M +$966K +17,998 +7%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$11.4M +$2.89M +53,924 +32%
Osaic Holdings
8
Osaic Holdings
Arizona
$8.88M +$4.85M +90,318 +110%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.87M +$1.27M +23,664 +16%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$8.32M +$3.93M +73,232 +83%
IWM
11
IHT Wealth Management
Illinois
$7.86M +$5.18M +96,563 +172%
AOG
12
Alpha Omega Group
Virginia
$6.88M -$347K -6,463 -5%
CAG
13
Csenge Advisory Group
Florida
$5.79M +$6.03M +112,325 New
IGWM
14
ICA Group Wealth Management
Colorado
$5.23M +$68.3K +1,272 +1%
AW
15
Atlas Wealth
Ohio
$5.21M -$41.7K -777 -0.8%
NL
16
NWAM LLC
Washington
$4.82M +$2.41M +44,897 +92%
Stifel Financial
17
Stifel Financial
Missouri
$4.62M +$1.8M +33,578 +60%
SPC
18
Sigma Planning Corp
Michigan
$4.46M +$1.95M +36,281 +72%
HI
19
Harbour Investments
Wisconsin
$4.4M +$720K +13,418 +19%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$4.29M +$4.24M +79,000 +1,893%
AAS
21
Avantax Advisory Services
Texas
$4.22M +$64.4K +1,200 +1%
SPWG
22
Sage Private Wealth Group
Illinois
$3.99M +$4.16M +77,482 New
RAM
23
Riggs Asset Management
Pennsylvania
$3.84M +$201K +3,751 +5%
TF
24
Theory Financial
Colorado
$3.57M -$480K -8,944 -11%
PS
25
Portfolio Strategies
New York
$3.52M +$104K +1,943 +3%
1
2 3 4 5

AIRR Hedge Fund Activity: Q3 2023 in Review

125 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust RBA American Industrial Renaissance ETF (AIRR) for Q3 2023, worth a combined $351M — up 24% from $283M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AIRR positions and 4 closed out — a net gain of 23 holders — while 60 added to existing stakes and 23 trimmed.

The largest buyer was LPL Financial, adding an estimated $16.4M. The largest seller was HighTower Advisors, cutting an estimated $6.27M.

  • 125 institutional investors held First Trust RBA American Industrial Renaissance ETF (AIRR) as of Q3 2023, up from 102 in Q2 2023.
  • Funds reported $351M of First Trust RBA American Industrial Renaissance ETF stock for Q3 2023, up 24% quarter-over-quarter.
  • 27 funds opened new First Trust RBA American Industrial Renaissance ETF positions in Q3 2023 and 4 closed out, a net change of +23 holders.
  • The largest First Trust RBA American Industrial Renaissance ETF buyer in Q3 2023 was LPL Financial, an estimated $16.4M added.
  • The largest First Trust RBA American Industrial Renaissance ETF seller in Q3 2023 was HighTower Advisors, an estimated $6.27M sold.

Based on aggregated 13F filings for Q3 2023.