Anfield Dynamic Fixed Income ETF
ADFI
ADFI was delisted on the 23rd of July, 2026.
8 hedge funds and large institutions have $26.3M invested in Anfield Dynamic Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 3 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
4% more capital invested
Capital invested by funds: $25.3M → $26.3M (+$1.04M)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
10.22% less ownership
Funds ownership: 106.53% → 96.31% (-10%)
20% less funds holding
Funds holding: 10 → 8 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$3.53M |
| 2 |
Jane Street
New York
|
+$261K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$69.6K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$37.7K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$7.35K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Anfield Capital Management
Irvine,
California
|
-$1.66M |
| 2 |
CAM
Concorde Asset Management
Ann Arbor,
Michigan
|
-$489K |
| 3 |
MWM
Mosley Wealth Management
Anaheim,
California
|
-$103K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$45K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$32.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $25.4M | +$3.53M | +414,445 | +16% |
|
|
MWM
2
Mosley Wealth Management
Anaheim,
California
| $430K | -$103K | -12,076 | -19% |
|
|
3
Jane Street
New York
| $261K | +$261K | +30,606 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $94.4K | +$69.6K | +8,162 | +281% |
|
|
5
Citadel Advisors
Miami,
Florida
| $85.3K | -$32.5K | -3,810 | -28% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $37.7K | +$37.7K | +4,419 | New |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $22.5K | +$7.35K | +862 | +49% |
|
|
HPC
8
HM Payson & Co
Portland,
Maine
| $4.2K | +$4.19K | +492 | New |
|
|
ACM
9
Anfield Capital Management
Irvine,
California
| – | -$1.66M | -192,769 | Closed |
|
|
CAM
10
Concorde Asset Management
Ann Arbor,
Michigan
| – | -$489K | -56,815 | Closed |
|
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$45K | -5,240 | Closed |
|
ADFI Hedge Fund Activity: Q1 2024 in Review
8 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Anfield Dynamic Fixed Income ETF (ADFI) for Q1 2024, worth a combined $26.3M — up 4.1% from $25.3M a quarter earlier.
Fund positioning in ADFI was balanced in Q1 2024: 3 funds opened new positions, 3 closed out, 3 added to existing stakes and 2 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $3.53M. The largest seller was Anfield Capital Management, exiting entirely with an estimated $1.66M sold.
- 8 institutional investors held Anfield Dynamic Fixed Income ETF (ADFI) as of Q1 2024, down from 10 in Q4 2023.
- Funds reported $26.3M of Anfield Dynamic Fixed Income ETF stock for Q1 2024, up 4.1% quarter-over-quarter.
- 3 funds opened new Anfield Dynamic Fixed Income ETF positions in Q1 2024 and 3 closed out, a net change of 0 holders.
- The largest Anfield Dynamic Fixed Income ETF buyer in Q1 2024 was Foundations Investment Advisors, an estimated $3.53M added.
- The largest Anfield Dynamic Fixed Income ETF seller in Q1 2024 was Anfield Capital Management, an estimated $1.66M sold.
Based on aggregated 13F filings for Q1 2024.