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Anfield Universal Fixed Income ETF

19 hedge funds and large institutions have $38.3M invested in Anfield Universal Fixed Income ETF in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2% less capital invested

Capital invested by funds: $39.1M → $38.3M (-$762K)

1.37% less ownership

Funds ownership: 76.18%74.81% (-1.4%)

5% less funds holding

Funds holding: 2019 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
4
Increased
5
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Aviance Capital Management
Florida
$26.1M -$5.01M -501,420 -16%
ATPW
2
Ashton Thomas Private Wealth
Arizona
$4.82M +$4.82M +482,897 New
SFA
3
Semmax Financial Advisors
North Carolina
$1.49M -$580K -58,103 -28%
HPC
4
Hobart Private Capital
North Carolina
$1.13M -$187K -18,710 -14%
Citadel Advisors
5
Citadel Advisors
Florida
$920K +$621K +62,174 +207%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$910K +$719K +71,983 +376%
Jane Street
7
Jane Street
New York
$706K +$159K +15,882 +29%
SS
8
Simplicity Solutions
Minnesota
$442K -$318K -31,853 -42%
APC
9
Aspire Private Capital
North Carolina
$345K -$35.8K -3,585 -9%
AWM
10
AE Wealth Management
Kansas
$338K -$422K -42,248 -55%
GWMIA
11
Global Wealth Management Investment Advisory
Florida
$291K -$378K -37,888 -57%
TSS
12
Two Sigma Securities
New York
$216K +$216K +21,663 New
OWA
13
Outlook Wealth Advisors
Texas
$193K +$151K +15,086 +359%
GFPC
14
Global Financial Private Capital
Florida
$152K +$20.7K +2,070 +16%
HIS
15
Harvest Investment Services
Illinois
$137K
BHWM
16
Bay Harbor Wealth Management
Maryland
$77K
GI
17
Gradient Investments
Minnesota
$8K +$8.17K +818 New
UBS Group
18
UBS Group
Switzerland
$3K -$11.3K -1,131 -80%
Wells Fargo
19
Wells Fargo
California
$2K +$2.24K +224 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
-$211K -21,299 Closed
FTUS
21
Flow Traders U.S.
New York
-$151K -15,222 Closed
SIA
22
Strategic Investment Advisors
Michigan
-$107K -10,845 Closed
RFM
23
Royal Fund Management
Florida
-$4K -426 Closed
LPWM
24
Lake Point Wealth Management
Texas
-$3K -274 Closed

AFIF Hedge Fund Activity: Q1 2019 in Review

19 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Anfield Universal Fixed Income ETF (AFIF) for Q1 2019, worth a combined $38.3M — down 1.9% from $39.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of AFIF and 4 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 5 added.

The largest buyer was Susquehanna International Group, adding an estimated $719K. The largest seller was Aviance Capital Management, cutting an estimated $5.01M.

  • 19 institutional investors held Anfield Universal Fixed Income ETF (AFIF) as of Q1 2019, down from 20 in Q4 2018.
  • Funds reported $38.3M of Anfield Universal Fixed Income ETF stock for Q1 2019, down 1.9% quarter-over-quarter.
  • 4 funds opened new Anfield Universal Fixed Income ETF positions in Q1 2019 and 5 closed out, a net change of -1 holder.
  • The largest Anfield Universal Fixed Income ETF buyer in Q1 2019 was Susquehanna International Group, an estimated $719K added.
  • The largest Anfield Universal Fixed Income ETF seller in Q1 2019 was Aviance Capital Management, an estimated $5.01M sold.

Based on aggregated 13F filings for Q1 2019.