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First Trust RBA American Industrial Renaissance ETF

189 hedge funds and large institutions have $834M invested in First Trust RBA American Industrial Renaissance ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 80 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

817% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 6

176% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 29

33% more funds holding

Funds holding: 142189 (+47)

33% more capital invested

Capital invested by funds: $630M → $834M (+$205M)

7.17% less ownership

Funds ownership: 77.14%69.97% (-7.2%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
189
Holders Change
+47
Holders Change %
+33.1%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
55
Increased
80
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$150M +$35.2M +518,953 +31%
LPL Financial
2
LPL Financial
California
$104M +$33.7M +495,941 +49%
UBS Group
3
UBS Group
Switzerland
$51.8M +$7.51M +110,586 +17%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$47.1M -$502K -7,391 -1%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$30.1M +$14.7M +217,241 +97%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$29.2M +$8.13M +119,810 +39%
RJA
7
Raymond James & Associates
Florida
$22.9M +$1.61M +23,754 +8%
KAS
8
Kestra Advisory Services
Texas
$19.3M +$851K +12,531 +5%
Bank of Nova Scotia
9
Bank of Nova Scotia
Ontario, Canada
$18.3M +$18.2M +267,400 New
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$16.8M +$4.75M +69,900 +40%
Osaic Holdings
11
Osaic Holdings
Arizona
$14.2M -$2.51M -36,900 -15%
AW
12
Atlas Wealth
Ohio
$13.7M +$6.81M +100,298 +98%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$13.1M +$6.61M +97,368 +104%
RAM
14
Riggs Asset Management
Pennsylvania
$11.7M +$68.1K +1,003 +0.6%
SPWG
15
Sage Private Wealth Group
Illinois
$11.2M +$4.62M +68,046 +71%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$9.73M +$2.33M +34,327 +32%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$9.04M +$3.5M +51,537 +64%
IWM
18
IHT Wealth Management
Illinois
$8.77M -$670K -9,869 -7%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$8.69M +$3.66M +53,927 +74%
CAG
20
Csenge Advisory Group
Florida
$8.3M +$389K +5,735 +5%
AOG
21
Alpha Omega Group
Virginia
$8.11M -$652K -9,600 -7%
HI
22
Harbour Investments
Wisconsin
$7.91M +$511K +7,534 +7%
MML Investors Services
23
MML Investors Services
Massachusetts
$7.41M +$3.11M +45,882 +73%
PNAA
24
Pictet North America Advisors
Switzerland
$7.27M +$7.22M +106,420 New
SPC
25
Sigma Planning Corp
Michigan
$6.95M +$1.59M +23,426 +30%

AIRR Hedge Fund Activity: Q2 2024 in Review

189 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust RBA American Industrial Renaissance ETF (AIRR) for Q2 2024, worth a combined $834M — up 33% from $630M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new AIRR positions and 6 closed out — a net gain of 49 holders — while 80 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $35.2M. The largest seller was Global Assets Advisory, exiting entirely with an estimated $7.6M sold.

  • 189 institutional investors held First Trust RBA American Industrial Renaissance ETF (AIRR) as of Q2 2024, up from 142 in Q1 2024.
  • Funds reported $834M of First Trust RBA American Industrial Renaissance ETF stock for Q2 2024, up 33% quarter-over-quarter.
  • 55 funds opened new First Trust RBA American Industrial Renaissance ETF positions in Q2 2024 and 6 closed out, a net change of +49 holders.
  • The largest First Trust RBA American Industrial Renaissance ETF buyer in Q2 2024 was Morgan Stanley, an estimated $35.2M added.
  • The largest First Trust RBA American Industrial Renaissance ETF seller in Q2 2024 was Global Assets Advisory, an estimated $7.6M sold.

Based on aggregated 13F filings for Q2 2024.