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First Trust RBA American Industrial Renaissance ETF

142 hedge funds and large institutions have $630M invested in First Trust RBA American Industrial Renaissance ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 63 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

62% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 39

15% more capital invested

Capital invested by funds: $548M → $630M (+$81.8M)

5% more funds holding

Funds holding: 135142 (+7)

7.91% less ownership

Funds ownership: 85.04%77.14% (-7.9%)

Holders
142
Holders Change
+7
Holders Change %
+5.19%
% of All Funds
2.05%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
21
Increased
63
Reduced
39
Closed
12
Calls
$303K
Puts
Net Calls
+$303K
Net Calls Change
+$303K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$113M -$63.5M -1,061,041 -39%
LPL Financial
2
LPL Financial
California
$68.7M -$3.61M -60,359 -6%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$46.9M -$883K -14,763 -2%
UBS Group
4
UBS Group
Switzerland
$43.6M +$6.01M +100,456 +18%
RJA
5
Raymond James & Associates
Florida
$21M +$1.87M +31,194 +11%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$20.7M +$7.41M +123,931 +67%
KAS
7
Kestra Advisory Services
Texas
$18.2M +$85.8K +1,434 +0.5%
Osaic Holdings
8
Osaic Holdings
Arizona
$16.4M +$1.38M +23,076 +10%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$15M +$967K +16,174 +8%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$11.8M +$5.61M +93,800 +116%
RAM
11
Riggs Asset Management
Pennsylvania
$11.5M +$5.86M +98,065 +136%
IWM
12
IHT Wealth Management
Illinois
$9.3M -$913K -15,271 -10%
AOG
13
Alpha Omega Group
Virginia
$8.64M -$254K -4,252 -3%
CAG
14
Csenge Advisory Group
Florida
$7.79M +$173K +2,897 +3%
GAA
15
Global Assets Advisory
Florida
$7.6M +$30.4M +508,762 New
HI
16
Harbour Investments
Wisconsin
$7.29M +$881K +14,726 +16%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$7.28M +$421K +7,039 +7%
NL
18
NWAM LLC
Washington
$7.19M -$5.56K -93 -0.1%
AW
19
Atlas Wealth
Ohio
$6.86M +$44.1K +738 +0.7%
IGWM
20
ICA Group Wealth Management
Colorado
$6.62M +$272K +4,545 +5%
SPWG
21
Sage Private Wealth Group
Illinois
$6.47M +$1.28M +21,415 +29%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$6.32M -$4.62M -77,203 -45%
MAG
23
MRA Advisory Group
New Jersey
$6.15M +$158K +2,649 +3%
AAS
24
Avantax Advisory Services
Texas
$5.87M -$287K -4,799 -5%
JIP
25
Jaffetilchin Investment Partners
Florida
$5.72M +$4.15M +69,365 +446%

AIRR Hedge Fund Activity: Q1 2024 in Review

142 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust RBA American Industrial Renaissance ETF (AIRR) for Q1 2024, worth a combined $630M — up 15% from $548M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new AIRR positions and 12 closed out — a net gain of 9 holders — while 63 added to existing stakes and 39 trimmed.

The largest buyer was Global Assets Advisory, opening a new position worth an estimated $30.4M. The largest seller was Morgan Stanley, cutting an estimated $63.5M.

  • 142 institutional investors held First Trust RBA American Industrial Renaissance ETF (AIRR) as of Q1 2024, up from 135 in Q4 2023.
  • Funds reported $630M of First Trust RBA American Industrial Renaissance ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 21 funds opened new First Trust RBA American Industrial Renaissance ETF positions in Q1 2024 and 12 closed out, a net change of +9 holders.
  • The largest First Trust RBA American Industrial Renaissance ETF buyer in Q1 2024 was Global Assets Advisory, an estimated $30.4M added.
  • The largest First Trust RBA American Industrial Renaissance ETF seller in Q1 2024 was Morgan Stanley, an estimated $63.5M sold.

Based on aggregated 13F filings for Q1 2024.