Anfield U.S. Equity Sector Rotation ETF
AESR
Chicago Board Options Exchange- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- CEO
- Sapan Bhalla
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 19900 MacArthur Blvd., Suite 655 Irvine CA United States of America 92612
- IPO Date
- Dec 17, 2019
- Website
- regentsparkfunds.com
- Similar Companies
- Business
- Anfield U.S. Equity Sector Rotation ETF (AESR) is an actively managed exchange-traded fund that seeks long-term capital appreciation by dynamically rotating among U.S. equity sectors based on quantitative and fundamental analysis. The ETF invests primarily in domestic large- and mid-cap stocks across the 11 GICS sectors; employs a proprietary sector rotation strategy utilizing momentum, value, and quality factors; and allocates tactically to optimize risk-adjusted returns while mitigating drawdowns through sector diversification and cash equivalents when appropriate. AESR trades on the NYSE Arca exchange under the ticker AESR and targets institutional and retail investors seeking U.S. equity exposure with active management. Launched in 2019, AESR is issued and managed by Anfield Investment Management, LLC, a boutique asset manager based in Richmond, Virginia, which specializes in multi-asset and tactical strategies; the fund has no direct subsidiaries but operates within Anfield's suite of ETFs including Anfield U.S. Core Equity ETF (CUSE) and others focused on tactical allocation. Geographically, AESR focuses exclusively on U.S.-listed equities, providing exposure to companies operating primarily in the United States across technology, healthcare, financials, consumer discretionary, industrials, and other sectors. The fund maintains a portfolio of 50-100 holdings, rebalanced monthly, with an emphasis on low turnover and tax efficiency. In recent developments, Anfield Investment Management expanded its ETF lineup in 2024 with the launch of new tactical funds complementing AESR's sector rotation approach; partnered with leading custodians and market makers to enhance liquidity and trading efficiency amid rising ETF inflows; and benefited from increased assets under management surpassing $100 million for AESR by late 2025 amid favorable U.S. equity market conditions. No major acquisitions, funding rounds, or name changes have occurred within the last two years, though the firm continues to refine its quantitative models incorporating AI-driven signals for sector selection. These enhancements position AESR to capture opportunities in a rotating economic cycle driven by interest rate dynamics and sector-specific growth trends.