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Anfield U.S. Equity Sector Rotation ETF (AESR) Institutional Ownership

Anfield U.S. Equity Sector Rotation ETF logo
$16.61 -0.61 (-3.55%)
Closing price 04/1/2025 03:57 PM Eastern
Extended Trading
$16.62 +0.01 (+0.07%)
As of 04/1/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Anfield U.S. Equity Sector Rotation ETF (BATS:AESR)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$149.11K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$1.74M
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AESR Institutional Buying and Selling by Quarter

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Anfield U.S. Equity Sector Rotation ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/5/2025Anfield Capital Management LLC812,756$14.05M5.1%+0.5%13.324%
1/17/2025Avior Wealth Management LLC21,429$369K0.0%-26.2%0.351%
1/10/2025First International Bank & Trust1,057,748$18.28M5.9%-1.6%17.340%
11/8/2024Avior Wealth Management LLC29,027$492K0.0%-12.7%0.476%
10/5/2024First International Bank & Trust1,074,855$18.27M5.9%-3.8%17.621%
7/31/2024Anfield Capital Management LLC808,754$13.23M6.4%+0.6%13.258%
7/3/2024First International Bank & Trust1,116,866$18.27M6.3%-2.8%18.309%
1/30/2024Avior Wealth Management LLC69,587$960K0.1%-27.2%0.761%
1/9/2024First International Bank & Trust1,868,412$25.80M10.1%-49.9%20.420%
10/17/2023Avior Wealth Management LLC95,592$1.17M0.1%-5.1%1.045%
10/12/2023First International Bank & Trust3,732,955$45.62M16.4%-11.4%40.797%
7/19/2023Nelson Van Denburg & Campbell Wealth Management Group LLC100,709$1.29M0.1%-32.4%1.154%
7/17/2023First International Bank & Trust4,211,941$53.83M17.1%+2.3%48.247%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC149,043$1.79M0.1%-6.9%1.707%
4/14/2023First International Bank & Trust4,115,963$49.47M16.4%-0.9%47.694%
2/14/2023Nelson Van Denburg & Campbell Wealth Management Group LLC160,166$1.83M0.1%+1.9%0.000%
2/9/2023First International Bank & Trust4,152,818$47.55M16.2%+2.1%0.000%
1/30/2023First Interstate Bank17,202$197K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

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AESR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AESR shares?

During the previous two years, the following institutional investors and hedge funds held shares of Anfield U.S. Equity Sector Rotation ETF shares: First International Bank & Trust ($18.28M), Anfield Capital Management LLC ($14.05M), and Nelson Van Denburg & Campbell Wealth Management Group LLC ($1.29M), Avior Wealth Management LLC ($369K).Learn more on AESR's institutional investors.

Which institutional investors have been buying Anfield U.S. Equity Sector Rotation ETF stock?

The following institutional investors have purchased Anfield U.S. Equity Sector Rotation ETF stock in the last 24 months: First International Bank & Trust ($95.98K), and Anfield Capital Management LLC ($8.89K).

How much institutional buying is happening at Anfield U.S. Equity Sector Rotation ETF?

Institutional investors have bought a total of 104,867 shares in the last 24 months. This purchase volume represents approximately $1.38M in transactions.

Which Anfield U.S. Equity Sector Rotation ETF major shareholders have been selling company stock?

The following institutional investors have sold Anfield U.S. Equity Sector Rotation ETF stock in the last 24 months: First International Bank & Trust ($2.47M), Nelson Van Denburg & Campbell Wealth Management Group LLC ($59.46K), and Avior Wealth Management LLC ($42.95K).

How much institutional selling is happening at Anfield U.S. Equity Sector Rotation ETF?

Institutional investors have sold a total of 2,574,576 shares in the last 24 months. This volume of shares sold represents approximately $34.96M in transactions.



This page (BATS:AESR) was last updated on 4/2/2025 by MarketBeat.com Staff
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