Anfield Dynamic Fixed Income ETF
ADFI
ADFI was delisted on the 23rd of July, 2026.
10 hedge funds and large institutions have $25.3M invested in Anfield Dynamic Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
15% more capital invested
Capital invested by funds: $21.9M → $25.3M (+$3.32M)
11% more funds holding
Funds holding: 9 → 10 (+1)
7.12% more ownership
Funds ownership: 99.42% → 106.53% (+7.1%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$2.25M |
| 2 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$80.3K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$43.5K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$13.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$12.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$482K |
| 2 |
ACM
Anfield Capital Management
Irvine,
California
|
-$91.2K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$82.7K |
| 4 |
PWMG
Provence Wealth Management Group
Irvine,
California
|
-$29.6K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$22.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $22M | +$2.25M | +270,912 | +12% |
|
|
ACM
2
Anfield Capital Management
Irvine,
California
| $1.66M | -$91.2K | -10,980 | -5% |
|
|
MWM
3
Mosley Wealth Management
Anaheim,
California
| $538K | +$519K | +62,451 | New |
|
|
CAM
4
Concorde Asset Management
Ann Arbor,
Michigan
| $489K | -$2.49K | -300 | -0.5% |
|
|
PWMG
5
Provence Wealth Management Group
Irvine,
California
| $227K | -$29.6K | -3,568 | -12% |
|
|
6
Citadel Advisors
Miami,
Florida
| $119K | +$13.6K | +1,634 | +13% |
|
|
CAS
7
Coppell Advisory Solutions
Coppell,
Texas
| $83.2K | +$80.3K | +9,663 | New |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $45K | +$43.5K | +5,240 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| $25K | +$12.4K | +1,494 | +106% |
|
|
GWM
10
Geneos Wealth Management
Englewood,
Colorado
| $15.3K | -$22.3K | -2,683 | -60% |
|
|
11
Jane Street
New York
| – | -$482K | -58,551 | Closed |
|
|
AWM
12
AE Wealth Management
Topeka,
Kansas
| – | -$82.7K | -10,046 | Closed |
|
ADFI Hedge Fund Activity: Q4 2023 in Review
10 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Anfield Dynamic Fixed Income ETF (ADFI) for Q4 2023, worth a combined $25.3M — up 15% from $21.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ADFI positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $2.25M. The largest seller was Jane Street, exiting entirely with an estimated $482K sold.
- 10 institutional investors held Anfield Dynamic Fixed Income ETF (ADFI) as of Q4 2023, up from 9 in Q3 2023.
- Funds reported $25.3M of Anfield Dynamic Fixed Income ETF stock for Q4 2023, up 15% quarter-over-quarter.
- 3 funds opened new Anfield Dynamic Fixed Income ETF positions in Q4 2023 and 2 closed out, a net change of +1 holder.
- The largest Anfield Dynamic Fixed Income ETF buyer in Q4 2023 was Foundations Investment Advisors, an estimated $2.25M added.
- The largest Anfield Dynamic Fixed Income ETF seller in Q4 2023 was Jane Street, an estimated $482K sold.
Based on aggregated 13F filings for Q4 2023.