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First Trust RBA American Industrial Renaissance ETF
AIRR

207 hedge funds and large institutions have $1.15B invested in First Trust RBA American Industrial Renaissance ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 45 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

118% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 45

105% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 19

37% more capital invested

Capital invested by funds: $834M → $1.15B (+$312M)

10% more funds holding

Funds holding: 189 → 207 (+18)

2.29% more ownership

Funds ownership: 69.97% → 72.26% (+2.3%)

68% less call options, than puts

Call options by funds: $90K | Put options by funds: $284K

Holders
207
Holders Change
+18
Holders Change %
+9.52%
% of All Funds
2.97%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
39
Increased
98
Reduced
45
Closed
19
Calls
$90K
Puts
$284K
Net Calls
-$194K
Net Calls Change
-$194K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$103M
2
IAIM
International Assets Investment Management
Florida
+$49.3M
3
Morgan Stanley
Morgan Stanley
New York
+$32M
4
LPL Financial
LPL Financial
California
+$24.4M
5
RJA
Raymond James & Associates
Florida
+$19.7M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$18.3M
2
AW
Atlas Wealth
Ohio
-$7.3M
3
HAS
HBW Advisory Services
California
-$3.07M
4
PSCM
Per Stirling Capital Management
Texas
-$1.8M
5
CFIM
Client First Investment Management
Wisconsin
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$198M +$32M +452,158 +21%
LPL Financial
2
LPL Financial
California
$139M +$24.4M +343,844 +23%
Bank of America
3
Bank of America
North Carolina
$112M +$103M +1,457,358 +3,711%
UBS Group
4
UBS Group
Switzerland
$64.3M +$7.26M +102,437 +14%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$50.8M -$641K -9,042 -1%
RJA
6
Raymond James & Associates
Florida
$45.8M +$19.7M +277,507 +83%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$37.5M +$4.33M +61,161 +14%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$32.2M +$236K +3,333 +0.8%
KAS
9
Kestra Advisory Services
Texas
$21M -$52.4K -740 -0.3%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$18.7M +$488K +6,893 +3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$15.2M +$832K +11,743 +6%
Osaic Holdings
12
Osaic Holdings
Arizona
$14.7M -$769K -10,859 -5%
RAM
13
Riggs Asset Management
Pennsylvania
$13.1M +$330K +4,652 +3%
SPWG
14
Sage Private Wealth Group
Illinois
$12.7M +$428K +6,039 +4%
PNAA
15
Pictet North America Advisors
Switzerland
$12.4M +$4.23M +59,746 +56%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$11.9M +$1.17M +16,502 +12%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$11.4M +$1.49M +20,989 +16%
MML Investors Services
18
MML Investors Services
Massachusetts
$9.87M +$1.68M +23,782 +22%
CAG
19
Csenge Advisory Group
Florida
$9.49M +$227K +3,206 +3%
IWM
20
IHT Wealth Management
Illinois
$9.44M -$137K -1,940 -2%
HI
21
Harbour Investments
Wisconsin
$9.1M +$431K +6,079 +5%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$8.91M -$557K -7,862 -6%
AOG
23
Alpha Omega Group
Virginia
$7.87M -$945K -13,346 -11%
Stifel Financial
24
Stifel Financial
Missouri
$7.83M +$1.32M +18,607 +22%
WWM
25
WJ Wealth Management
Arizona
$7.75M +$7.35M +103,740 New
1
2 3 4 5

AIRR Hedge Fund Activity: Q3 2024 in Review

207 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust RBA American Industrial Renaissance ETF (AIRR) for Q3 2024, worth a combined $1.15B — up 37% from $834M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new AIRR positions and 19 closed out — a net gain of 20 holders — while 98 added to existing stakes and 45 trimmed.

The largest buyer was Bank of America, adding an estimated $103M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $18.3M sold.

  • 207 institutional investors held First Trust RBA American Industrial Renaissance ETF (AIRR) as of Q3 2024, up from 189 in Q2 2024.
  • Funds reported $1.15B of First Trust RBA American Industrial Renaissance ETF stock for Q3 2024, up 37% quarter-over-quarter.
  • 39 funds opened new First Trust RBA American Industrial Renaissance ETF positions in Q3 2024 and 19 closed out, a net change of +20 holders.
  • The largest First Trust RBA American Industrial Renaissance ETF buyer in Q3 2024 was Bank of America, an estimated $103M added.
  • The largest First Trust RBA American Industrial Renaissance ETF seller in Q3 2024 was Bank of Nova Scotia, an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2024.