Anfield Dynamic Fixed Income ETF
ADFI
ADFI was delisted on the 23rd of July, 2026.
7 hedge funds and large institutions have $16.6M invested in Anfield Dynamic Fixed Income ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
17% more capital invested
Capital invested by funds: $14.1M → $16.6M (+$2.46M)
10.24% more ownership
Funds ownership: 84.71% → 94.94% (+10%)
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$1.95M |
| 2 |
ACM
Anfield Capital Management
Irvine,
California
|
+$160K |
| 3 |
Jane Street
New York
|
+$82.8K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$37.9K |
| 5 |
FIBT
First International Bank & Trust
Watford City,
North Dakota
|
+$20.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWMG
Provence Wealth Management Group
Irvine,
California
|
-$84K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$16.3K |
| 3 |
JP Morgan Chase
New York
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $13.1M | +$1.95M | +229,820 | +18% |
|
|
ACM
2
Anfield Capital Management
Irvine,
California
| $2.2M | +$160K | +18,807 | +8% |
|
|
FIBT
3
First International Bank & Trust
Watford City,
North Dakota
| $736K | +$20.2K | +2,381 | +3% |
|
|
PWMG
4
Provence Wealth Management Group
Irvine,
California
| $289K | -$84K | -9,888 | -23% |
|
|
5
Jane Street
New York
| $251K | +$82.8K | +9,754 | +50% |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $38.1K | +$37.9K | +4,460 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $3.17K | -$16.3K | -1,914 | -84% |
|
|
8
JP Morgan Chase
New York
| – | -$10K | -1,241 | Closed |
|
ADFI Hedge Fund Activity: Q1 2023 in Review
7 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Anfield Dynamic Fixed Income ETF (ADFI) for Q1 2023, worth a combined $16.6M — up 17% from $14.1M a quarter earlier.
Fund positioning in ADFI was balanced in Q1 2023: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 2 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $1.95M. The largest seller was Provence Wealth Management Group, cutting an estimated $84K.
- 7 institutional investors held Anfield Dynamic Fixed Income ETF (ADFI) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $16.6M of Anfield Dynamic Fixed Income ETF stock for Q1 2023, up 17% quarter-over-quarter.
- 1 fund opened new Anfield Dynamic Fixed Income ETF positions in Q1 2023 and 1 closed out, a net change of 0 holders.
- The largest Anfield Dynamic Fixed Income ETF buyer in Q1 2023 was Foundations Investment Advisors, an estimated $1.95M added.
- The largest Anfield Dynamic Fixed Income ETF seller in Q1 2023 was Provence Wealth Management Group, an estimated $84K sold.
Based on aggregated 13F filings for Q1 2023.