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Anfield Dynamic Fixed Income ETF
ADFI

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
12
Holders Change
+5
Holders Change %
+71.43%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
3
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIA
Foundations Investment Advisors
Arizona
+$1.37M
2
IAA
Independent Advisor Alliance
North Carolina
+$454K
3
AFG
Atomi Financial Group
New York
+$262K
4
UBS Group
UBS Group
Switzerland
+$50.7K
5
TAM
Tucker Asset Management
Colorado
+$33.1K

Top Sellers

1
MWM
Mosley Wealth Management
California
-$10.7K
2
GWM
Geneos Wealth Management
Colorado
-$6.73K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.67K
4
AI
Atria Investments
North Carolina
-$1.25K
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
1
Foundations Investment Advisors
Arizona
$42.9M +$1.37M +163,371 +3%
SH
2
SLT Holdings
Arizona
$1.74M +$1.74M +207,532 New
ACM
3
Anfield Capital Management
California
$1.72M +$4.7K +560 +0.3%
MWM
4
Mosley Wealth Management
California
$590K -$10.7K -1,264 -2%
IAA
5
Independent Advisor Alliance
North Carolina
$454K +$454K +54,121 New
AFG
6
Atomi Financial Group
New York
$262K +$262K +31,275 New
AI
7
Atria Investments
North Carolina
$175K -$1.25K -149 -0.7%
UBS Group
8
UBS Group
Switzerland
$51.1K +$50.7K +6,044 +15,110%
TAM
9
Tucker Asset Management
Colorado
$33.1K +$33.1K +3,946 New
GWM
10
Geneos Wealth Management
Colorado
$20.7K -$6.73K -802 -25%
AWM
11
AE Wealth Management
Kansas
$6.82K +$6.82K +812 New
GM
12
GeoWealth Management
Illinois
$420 +$420 +50 New
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
– -$3.67K -419 Closed