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Anfield US Equity Sector Rotation ETF
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Overview Fund Activity

21 hedge funds and large institutions have $145M invested in Anfield US Equity Sector Rotation ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.28%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
4
Increased
4
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
XPN
XY Planning Network
Montana
$4.49M
2
Jane Street
Jane Street
New York
$541K
3
UBS Group
UBS Group
Switzerland
$337K
4
AWM
AE Wealth Management
Kansas
$140K
5
Morgan Stanley
Morgan Stanley
New York
$11.7K

Top Sellers

1
GWM
Geneos Wealth Management
Colorado
$7.23M
2
FIBT
First International Bank & Trust
North Dakota
$14.1M
3
FIA
Foundations Investment Advisors
Arizona
$94.1M
4
ACM
Anfield Capital Management
California
$15.4M
5
TC
TownSquare Capital
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
1
Foundations Investment Advisors
Arizona
$94.1M -$3.1M -163,810 -3%
ACM
2
Anfield Capital Management
California
$15.4M -$335K -17,700 -2%
FIBT
3
First International Bank & Trust
North Dakota
$14.1M -$4.81M -253,563 -25%
GWM
4
Geneos Wealth Management
Colorado
$7.23M -$7.63M -402,554 -51%
XPN
5
XY Planning Network
Montana
$4.49M +$4.49M +236,807 New
SH
6
SLT Holdings
Arizona
$2.56M -$172K -9,062 -6%
GM
7
GeoWealth Management
Illinois
$2.18M -$104K -5,478 -5%
IAA
8
Independent Advisor Alliance
North Carolina
$1.68M -$51.3K -2,706 -3%
AF
9
Advisornet Financial
Minnesota
$1.29M +$5.91K +312 +0.5%
Jane Street
10
Jane Street
New York
$541K +$292K +15,422 +118%
AI
11
Atria Investments
North Carolina
$348K -$13.7K -725 -4%
UBS Group
12
UBS Group
Switzerland
$337K +$176K +9,291 +109%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$221K – – –
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$216K – – –
AWM
15
Avior Wealth Management
Nebraska
$198K -$137K -7,311 -41%
AWM
16
AE Wealth Management
Kansas
$140K +$29.5K +1,558 +27%
DF
17
DecisionPoint Financial
Arizona
$111K – – –
Osaic Holdings
18
Osaic Holdings
Arizona
$43.1K -$43.1K -2,274 -50%
Morgan Stanley
19
Morgan Stanley
New York
$11.7K +$11.7K +619 New
HI
20
Harbour Investments
Wisconsin
$9.82K +$9.82K +518 New
GRP
21
Global Retirement Partners
California
$4.15K +$4.15K +219 New
TC
22
TownSquare Capital
Utah
– -$303K -18,349 Closed