Anfield Dynamic Fixed Income ETF
ADFI
ADFI
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.
New
Increased
Maintained
Reduced
Closed
Holders
10
Holders Change
+1
Holders Change %
+11.11%
% of All Funds
0.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $22M | +$2.34M | +270,912 | +12% |
|
|
ACM
2
Anfield Capital Management
Irvine,
California
| $1.66M | -$94.6K | -10,980 | -5% |
|
|
MWM
3
Mosley Wealth Management
Anaheim,
California
| $538K | +$538K | +62,451 | New |
|
|
CAM
4
Concorde Asset Management
Ann Arbor,
Michigan
| $489K | -$2.58K | -300 | -0.5% |
|
|
PWMG
5
Provence Wealth Management Group
Irvine,
California
| $227K | -$30.7K | -3,568 | -12% |
|
6
Citadel Advisors
Miami,
Florida
| $119K | +$14.1K | +1,634 | +13% |
|
|
CAS
7
Coppell Advisory Solutions
Coppell,
Texas
| $83.2K | +$83.2K | +9,663 | New |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $45K | +$45K | +5,240 | New |
|
9
UBS Group
Zurich,
Switzerland
| $25K | +$12.9K | +1,494 | +106% |
|
|
GWM
10
Geneos Wealth Management
Englewood,
Colorado
| $15.3K | -$23.1K | -2,683 | -60% |
|
11
Jane Street
New York
| – | -$482K | -58,551 | Closed |
|
|
AWM
12
AE Wealth Management
Topeka,
Kansas
| – | -$82.7K | -10,046 | Closed |
|