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First Trust RBA American Industrial Renaissance ETF

306 hedge funds and large institutions have $1.99B invested in First Trust RBA American Industrial Renaissance ETF in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 142 increasing their positions, 35 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,238% more call options, than puts

Call options by funds: $347K | Put options by funds: $8K

3,500% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 3

306% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 35

73% more capital invested

Capital invested by funds: $1.15B → $1.99B (+$839M)

48% more funds holding

Funds holding: 207306 (+99)

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

3.18% less ownership

Funds ownership: 72.26%69.08% (-3.2%)

Holders
306
Holders Change
+99
Holders Change %
+47.83%
% of All Funds
4.03%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
108
Increased
142
Reduced
35
Closed
3
Calls
$347K
Puts
$8K
Net Calls
+$339K
Net Calls Change
+$533K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$300M +$99.4M +1,245,973 +47%
Bank of America
2
Bank of America
North Carolina
$272M +$162M +2,036,464 +136%
LPL Financial
3
LPL Financial
California
$204M +$63.4M +794,494 +43%
Raymond James Financial
4
Raymond James Financial
Florida
$138M +$143M +1,790,503 New
UBS Group
5
UBS Group
Switzerland
$104M +$38.5M +482,317 +56%
Wells Fargo
6
Wells Fargo
California
$69.8M +$72.3M +906,153 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$47.9M +$15.2M +190,251 +44%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$45.8M +$7.44M +93,267 +19%
KAS
9
Kestra Advisory Services
Texas
$31M +$9.69M +121,515 +43%
Osaic Holdings
10
Osaic Holdings
Arizona
$27.7M +$13M +163,129 +83%
MIH
11
Meitav Investment House
Israel
$26.9M +$27.9M +350,000 New
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$21.8M +$2.47M +31,000 +12%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$21.1M +$5.67M +71,081 +35%
PNAA
14
Pictet North America Advisors
Switzerland
$20.1M +$7.52M +94,254 +57%
IWM
15
IHT Wealth Management
Illinois
$19.2M +$9.82M +123,177 +97%
HighTower Advisors
16
HighTower Advisors
Illinois
$18.1M +$13.4M +168,309 +251%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$17.4M +$5.74M +71,964 +47%
RWA
18
Redhawk Wealth Advisors
Minnesota
$16.8M +$17.3M +217,521 New
RAM
19
Riggs Asset Management
Pennsylvania
$13.9M +$335K +4,198 +2%
KHLMVGHM
20
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$13.7M +$14.2M +177,688 New
SPWG
21
Sage Private Wealth Group
Illinois
$13.5M +$409K +5,126 +3%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$13.5M +$1.26M +15,799 +10%
Goldman Sachs
23
Goldman Sachs
New York
$12.6M +$10.3M +129,724 +381%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$12.5M +$3.45M +43,222 +36%
Stifel Financial
25
Stifel Financial
Missouri
$12.4M +$4.48M +56,211 +54%

AIRR Hedge Fund Activity: Q4 2024 in Review

306 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust RBA American Industrial Renaissance ETF (AIRR) for Q4 2024, worth a combined $1.99B — up 73% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new AIRR positions and 3 closed out — a net gain of 105 holders — while 142 added to existing stakes and 35 trimmed.

The largest buyer was Bank of America, adding an estimated $162M. The largest seller was International Assets Investment Management, cutting an estimated $54.9M.

  • 306 institutional investors held First Trust RBA American Industrial Renaissance ETF (AIRR) as of Q4 2024, up from 207 in Q3 2024.
  • Funds reported $1.99B of First Trust RBA American Industrial Renaissance ETF stock for Q4 2024, up 73% quarter-over-quarter.
  • 108 funds opened new First Trust RBA American Industrial Renaissance ETF positions in Q4 2024 and 3 closed out, a net change of +105 holders.
  • The largest First Trust RBA American Industrial Renaissance ETF buyer in Q4 2024 was Bank of America, an estimated $162M added.
  • The largest First Trust RBA American Industrial Renaissance ETF seller in Q4 2024 was International Assets Investment Management, an estimated $54.9M sold.

Based on aggregated 13F filings for Q4 2024.