First Trust Alerian US NextGen Infrastructure ETF
RBLD
13 hedge funds and large institutions have $2.57M invested in First Trust Alerian US NextGen Infrastructure ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 0 closing their positions.
30% more funds holding
Funds holding: 10 → 13 (+3)
18% more capital invested
Capital invested by funds: $2.18M → $2.57M (+$387K)
6.38% more ownership
Funds ownership: 27.38% → 33.77% (+6.4%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$642K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$97.6K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$43.7K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$24.3K |
| 5 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$10K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$280K |
| 2 |
Jane Street
New York
|
-$24.6K |
| 3 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$5.32K |
| 4 |
Morgan Stanley
New York
|
-$2.13K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.24M | -$280K | -5,263 | -18% |
|
|
2
LPL Financial
San Diego,
California
| $612K | +$642K | +12,086 | New |
|
|
3
Jane Street
New York
| $254K | -$24.6K | -462 | -8% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $180K | +$43.7K | +823 | +30% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $108K | +$97.6K | +1,837 | +612% |
|
|
CFGS
6
Concourse Financial Group Securities
Birmingham,
Alabama
| $62K | +$10K | +189 | +18% |
|
|
7
Morgan Stanley
New York
| $31.2K | -$2.13K | -40 | -6% |
|
|
8
National Bank of Canada
Montreal,
Quebec, Canada
| $29.4K | -$5.32K | -100 | -14% |
|
|
9
UBS Group
Zurich,
Switzerland
| $23.2K | +$24.3K | +457 | New |
|
|
WIM
10
Westside Investment Management
Santa Monica,
California
| $15.2K | – | – | – |
|
|
HI
11
Harbour Investments
Madison,
Wisconsin
| $4.05K | – | – | – |
|
|
GRP
12
Global Retirement Partners
San Rafael,
California
| $2.98K | – | – | – |
|
13
Wells Fargo
San Francisco,
California
| $2.38K | +$2.5K | +47 | New |
|
RBLD Hedge Fund Activity: Q3 2023 in Review
13 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust Alerian US NextGen Infrastructure ETF (RBLD) for Q3 2023, worth a combined $2.57M — up 18% from $2.18M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new RBLD positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $642K. The largest seller was Susquehanna International Group, cutting an estimated $280K.
- 13 institutional investors held First Trust Alerian US NextGen Infrastructure ETF (RBLD) as of Q3 2023, up from 10 in Q2 2023.
- Funds reported $2.57M of First Trust Alerian US NextGen Infrastructure ETF stock for Q3 2023, up 18% quarter-over-quarter.
- 3 funds opened new First Trust Alerian US NextGen Infrastructure ETF positions in Q3 2023 and 0 closed out, a net change of +3 holders.
- The largest First Trust Alerian US NextGen Infrastructure ETF buyer in Q3 2023 was LPL Financial, an estimated $642K added.
- The largest First Trust Alerian US NextGen Infrastructure ETF seller in Q3 2023 was Susquehanna International Group, an estimated $280K sold.
Based on aggregated 13F filings for Q3 2023.