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First Trust RBA American Industrial Renaissance ETF

135 hedge funds and large institutions have $548M invested in First Trust RBA American Industrial Renaissance ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

56% more capital invested

Capital invested by funds: $351M → $548M (+$196M)

28% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 43

11.66% more ownership

Funds ownership: 73.38%85.04% (+12%)

8% more funds holding

Funds holding: 125135 (+10)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
135
Holders Change
+10
Holders Change %
+8%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
55
Reduced
43
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$158M +$103M +1,989,742 +267%
LPL Financial
2
LPL Financial
California
$62.5M +$10.9M +211,640 +24%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$41.1M +$1.88M +36,465 +5%
UBS Group
4
UBS Group
Switzerland
$31.7M +$2.53M +49,046 +10%
RJA
5
Raymond James & Associates
Florida
$16.2M +$1.02M +19,851 +8%
KAS
6
Kestra Advisory Services
Texas
$15.5M -$179K -3,476 -1%
Osaic Holdings
7
Osaic Holdings
Arizona
$12.8M +$2.51M +48,734 +28%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$12M -$723K -14,026 -6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$10.7M +$1.17M +22,635 +14%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$9.9M -$58.7K -1,139 -0.7%
IWM
11
IHT Wealth Management
Illinois
$8.88M +$43.9K +851 +0.6%
AOG
12
Alpha Omega Group
Virginia
$7.67M -$51.2K -993 -0.7%
CAG
13
Csenge Advisory Group
Florida
$6.53M +$26K +504 +0.4%
NL
14
NWAM LLC
Washington
$6.12M +$625K +12,119 +13%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$5.84M +$922K +17,878 +21%
IGWM
16
ICA Group Wealth Management
Colorado
$5.43M -$394K -7,637 -8%
HI
17
Harbour Investments
Wisconsin
$5.41M +$423K +8,198 +10%
AAS
18
Avantax Advisory Services
Texas
$5.32M +$516K +10,016 +12%
AW
19
Atlas Wealth
Ohio
$5.21M
MAG
20
MRA Advisory Group
New Jersey
$5.13M +$1.85M +35,865 +68%
Stifel Financial
21
Stifel Financial
Missouri
$4.82M -$325K -6,308 -7%
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$4.73M +$2.95M +57,200 +238%
FP
23
Fiduciary Planning
Florida
$4.53M +$2.84M +55,109 +238%
SPWG
24
Sage Private Wealth Group
Illinois
$4.32M -$146K -2,835 -4%
SFI
25
SPC Financial Inc
Maryland
$4.18M +$256K +4,966 +7%

AIRR Hedge Fund Activity: Q4 2023 in Review

135 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust RBA American Industrial Renaissance ETF (AIRR) for Q4 2023, worth a combined $548M — up 56% from $351M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AIRR positions and 7 closed out — a net gain of 11 holders — while 55 added to existing stakes and 43 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $103M. The largest seller was Portfolio Strategies, exiting entirely with an estimated $3.52M sold.

  • 135 institutional investors held First Trust RBA American Industrial Renaissance ETF (AIRR) as of Q4 2023, up from 125 in Q3 2023.
  • Funds reported $548M of First Trust RBA American Industrial Renaissance ETF stock for Q4 2023, up 56% quarter-over-quarter.
  • 18 funds opened new First Trust RBA American Industrial Renaissance ETF positions in Q4 2023 and 7 closed out, a net change of +11 holders.
  • The largest First Trust RBA American Industrial Renaissance ETF buyer in Q4 2023 was Morgan Stanley, an estimated $103M added.
  • The largest First Trust RBA American Industrial Renaissance ETF seller in Q4 2023 was Portfolio Strategies, an estimated $3.52M sold.

Based on aggregated 13F filings for Q4 2023.