Anfield Dynamic Fixed Income ETF
ADFI
ADFI was delisted on the 23rd of July, 2026.
6 hedge funds and large institutions have $42.6M invested in Anfield Dynamic Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 4 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
62% more capital invested
Capital invested by funds: $26.3M → $42.6M (+$16.3M)
6% more ownership
Funds ownership: 96.31% → 102.31% (+6%)
25% less funds holding
Funds holding: 8 → 6 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$14.2M |
| 2 |
ACM
Anfield Capital Management
Irvine,
California
|
+$1.91M |
| 3 |
MWM
Mosley Wealth Management
Anaheim,
California
|
+$180K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$176K |
| 5 |
Jane Street
New York
|
+$36.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$94.4K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$85.3K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$37.7K |
| 4 |
HPC
HM Payson & Co
Portland,
Maine
|
-$4.2K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$1.48K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $39.5M | +$14.2M | +1,685,014 | +57% |
|
|
ACM
2
Anfield Capital Management
Irvine,
California
| $1.92M | +$1.91M | +226,010 | New |
|
|
MWM
3
Mosley Wealth Management
Anaheim,
California
| $608K | +$180K | +21,283 | +42% |
|
|
4
Jane Street
New York
| $296K | +$36.2K | +4,277 | +14% |
|
|
AI
5
Atria Investments
Charlotte,
North Carolina
| $177K | +$176K | +20,813 | New |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $20.9K | -$1.48K | -175 | -7% |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$94.4K | -11,069 | Closed |
|
|
8
Citadel Advisors
Miami,
Florida
| – | -$85.3K | -10,000 | Closed |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| – | -$37.7K | -4,419 | Closed |
|
|
HPC
10
HM Payson & Co
Portland,
Maine
| – | -$4.2K | -492 | Closed |
|
ADFI Hedge Fund Activity: Q2 2024 in Review
6 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Anfield Dynamic Fixed Income ETF (ADFI) for Q2 2024, worth a combined $42.6M — up 62% from $26.3M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of ADFI and 2 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 3 added.
The largest buyer was Foundations Investment Advisors, adding an estimated $14.2M. The largest seller was UBS Group, exiting entirely with an estimated $94.4K sold.
- 6 institutional investors held Anfield Dynamic Fixed Income ETF (ADFI) as of Q2 2024, down from 8 in Q1 2024.
- Funds reported $42.6M of Anfield Dynamic Fixed Income ETF stock for Q2 2024, up 62% quarter-over-quarter.
- 2 funds opened new Anfield Dynamic Fixed Income ETF positions in Q2 2024 and 4 closed out, a net change of -2 holders.
- The largest Anfield Dynamic Fixed Income ETF buyer in Q2 2024 was Foundations Investment Advisors, an estimated $14.2M added.
- The largest Anfield Dynamic Fixed Income ETF seller in Q2 2024 was UBS Group, an estimated $94.4K sold.
Based on aggregated 13F filings for Q2 2024.