Anfield Dynamic Fixed Income ETF
ADFI
ADFI was delisted on the 23rd of July, 2026.
12 hedge funds and large institutions have $48M invested in Anfield Dynamic Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
71% more funds holding
Funds holding: 7 → 12 (+5)
5.89% more ownership
Funds ownership: 101.96% → 107.85% (+5.9%)
4% more capital invested
Capital invested by funds: $46M → $48M (+$1.97M)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$1.4M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$463K |
| 3 |
AFG
Atomi Financial Group
New York
|
+$268K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$51.7K |
| 5 |
TAM
Tucker Asset Management
Littleton,
Colorado
|
+$33.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Mosley Wealth Management
Anaheim,
California
|
-$10.8K |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$6.86K |
| 3 |
JP Morgan Chase
New York
|
-$3.67K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.27K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $42.9M | +$1.4M | +163,371 | +3% |
|
|
SH
2
SLT Holdings
Scottsdale,
Arizona
| $1.74M | +$1.78M | +207,532 | New |
|
|
ACM
3
Anfield Capital Management
Irvine,
California
| $1.72M | +$4.79K | +560 | +0.3% |
|
|
MWM
4
Mosley Wealth Management
Anaheim,
California
| $590K | -$10.8K | -1,264 | -2% |
|
|
IAA
5
Independent Advisor Alliance
Charlotte,
North Carolina
| $454K | +$463K | +54,121 | New |
|
|
AFG
6
Atomi Financial Group
New York
| $262K | +$268K | +31,275 | New |
|
|
AI
7
Atria Investments
Charlotte,
North Carolina
| $175K | -$1.27K | -149 | -0.7% |
|
|
8
UBS Group
Zurich,
Switzerland
| $51.1K | +$51.7K | +6,044 | +15,110% |
|
|
TAM
9
Tucker Asset Management
Littleton,
Colorado
| $33.1K | +$33.8K | +3,946 | New |
|
|
GWM
10
Geneos Wealth Management
Englewood,
Colorado
| $20.7K | -$6.86K | -802 | -25% |
|
|
AWM
11
AE Wealth Management
Topeka,
Kansas
| $6.82K | +$6.95K | +812 | New |
|
|
GM
12
GeoWealth Management
Chicago,
Illinois
| $420 | +$428 | +50 | New |
|
|
13
JP Morgan Chase
New York
| – | -$3.67K | -419 | Closed |
|
ADFI Hedge Fund Activity: Q4 2024 in Review
12 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Anfield Dynamic Fixed Income ETF (ADFI) for Q4 2024, worth a combined $48M — up 4.3% from $46M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ADFI positions and 1 closed out — a net gain of 5 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $1.4M. The largest seller was Mosley Wealth Management, cutting an estimated $10.8K.
- 12 institutional investors held Anfield Dynamic Fixed Income ETF (ADFI) as of Q4 2024, up from 7 in Q3 2024.
- Funds reported $48M of Anfield Dynamic Fixed Income ETF stock for Q4 2024, up 4.3% quarter-over-quarter.
- 6 funds opened new Anfield Dynamic Fixed Income ETF positions in Q4 2024 and 1 closed out, a net change of +5 holders.
- The largest Anfield Dynamic Fixed Income ETF buyer in Q4 2024 was Foundations Investment Advisors, an estimated $1.4M added.
- The largest Anfield Dynamic Fixed Income ETF seller in Q4 2024 was Mosley Wealth Management, an estimated $10.8K sold.
Based on aggregated 13F filings for Q4 2024.