First Trust Alerian US NextGen Infrastructure ETF
RBLD
13 hedge funds and large institutions have $3.01M invested in First Trust Alerian US NextGen Infrastructure ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
17% more capital invested
Capital invested by funds: $2.57M → $3.01M (+$441K)
1.4% more ownership
Funds ownership: 33.77% → 35.17% (+1.4%)
0% more funds holding
Funds holding: 13 → 13 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$472K |
| 2 |
LPL Financial
San Diego,
California
|
+$45.2K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$36.2K |
| 4 |
Morgan Stanley
New York
|
+$32.6K |
| 5 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$19.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$254K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$220K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$23.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.16M | -$220K | -4,175 | -17% |
|
|
2
LPL Financial
San Diego,
California
| $738K | +$45.2K | +859 | +7% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $714K | +$472K | +8,967 | +252% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $161K | +$36.2K | +688 | +32% |
|
|
CFGS
5
Concourse Financial Group Securities
Birmingham,
Alabama
| $91.3K | +$19.9K | +379 | +31% |
|
|
6
Morgan Stanley
New York
| $70.5K | +$32.6K | +620 | +101% |
|
7
National Bank of Canada
Montreal,
Quebec, Canada
| $33.9K | – | – | – |
|
|
WIM
8
Westside Investment Management
Santa Monica,
California
| $17.1K | – | – | – |
|
|
ASN
9
Advisory Services Network
Atlanta,
Georgia
| $13.1K | +$12.1K | +229 | New |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| $4.56K | – | – | – |
|
|
GRP
11
Global Retirement Partners
San Rafael,
California
| $3.34K | – | – | – |
|
12
Wells Fargo
San Francisco,
California
| $2.68K | – | – | – |
|
|
13
UBS Group
Zurich,
Switzerland
| $627 | -$23.5K | -446 | -98% |
|
|
14
Jane Street
New York
| – | -$254K | -5,019 | Closed |
|
RBLD Hedge Fund Activity: Q4 2023 in Review
13 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Alerian US NextGen Infrastructure ETF (RBLD) for Q4 2023, worth a combined $3.01M — up 17% from $2.57M a quarter earlier.
Fund positioning in RBLD was balanced in Q4 2023: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 2 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $472K. The largest seller was Jane Street, exiting entirely with an estimated $254K sold.
- 13 institutional investors held First Trust Alerian US NextGen Infrastructure ETF (RBLD) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $3.01M of First Trust Alerian US NextGen Infrastructure ETF stock for Q4 2023, up 17% quarter-over-quarter.
- 1 fund opened new First Trust Alerian US NextGen Infrastructure ETF positions in Q4 2023 and 1 closed out, a net change of 0 holders.
- The largest First Trust Alerian US NextGen Infrastructure ETF buyer in Q4 2023 was Royal Bank of Canada, an estimated $472K added.
- The largest First Trust Alerian US NextGen Infrastructure ETF seller in Q4 2023 was Jane Street, an estimated $254K sold.
Based on aggregated 13F filings for Q4 2023.