Anfield Dynamic Fixed Income ETF
ADFI
ADFI was delisted on the 23rd of July, 2026.
9 hedge funds and large institutions have $21.9M invested in Anfield Dynamic Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
29% more funds holding
Funds holding: 7 → 9 (+2)
7% more capital invested
Capital invested by funds: $20.5M → $21.9M (+$1.39M)
1.46% more ownership
Funds ownership: 97.96% → 99.42% (+1.5%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$2.4M |
| 2 |
CAM
Concorde Asset Management
Ann Arbor,
Michigan
|
+$479K |
| 3 |
Jane Street
New York
|
+$334K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$102K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$84.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIBT
First International Bank & Trust
Watford City,
North Dakota
|
-$729K |
| 2 |
ACM
Anfield Capital Management
Irvine,
California
|
-$684K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$17.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $18.8M | +$2.4M | +285,767 | +14% |
|
|
ACM
2
Anfield Capital Management
Irvine,
California
| $1.68M | -$684K | -81,561 | -29% |
|
|
3
Jane Street
New York
| $482K | +$334K | +39,853 | +213% |
|
|
CAM
4
Concorde Asset Management
Ann Arbor,
Michigan
| $470K | +$479K | +57,115 | New |
|
|
PWMG
5
Provence Wealth Management Group
Irvine,
California
| $246K | – | – | – |
|
|
6
Citadel Advisors
Miami,
Florida
| $100K | +$102K | +12,176 | New |
|
|
AWM
7
AE Wealth Management
Topeka,
Kansas
| $82.7K | +$84.2K | +10,046 | New |
|
|
GWM
8
Geneos Wealth Management
Englewood,
Colorado
| $36.7K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $11.6K | -$17.7K | -2,110 | -60% |
|
|
FIBT
10
First International Bank & Trust
Watford City,
North Dakota
| – | -$729K | -86,248 | Closed |
|
ADFI Hedge Fund Activity: Q3 2023 in Review
9 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Anfield Dynamic Fixed Income ETF (ADFI) for Q3 2023, worth a combined $21.9M — up 6.8% from $20.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ADFI positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $2.4M. The largest seller was First International Bank & Trust, exiting entirely with an estimated $729K sold.
- 9 institutional investors held Anfield Dynamic Fixed Income ETF (ADFI) as of Q3 2023, up from 7 in Q2 2023.
- Funds reported $21.9M of Anfield Dynamic Fixed Income ETF stock for Q3 2023, up 6.8% quarter-over-quarter.
- 3 funds opened new Anfield Dynamic Fixed Income ETF positions in Q3 2023 and 1 closed out, a net change of +2 holders.
- The largest Anfield Dynamic Fixed Income ETF buyer in Q3 2023 was Foundations Investment Advisors, an estimated $2.4M added.
- The largest Anfield Dynamic Fixed Income ETF seller in Q3 2023 was First International Bank & Trust, an estimated $729K sold.
Based on aggregated 13F filings for Q3 2023.