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Anfield Universal Fixed Income ETF

18 hedge funds and large institutions have $13.6M invested in Anfield Universal Fixed Income ETF in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

5% less funds holding

Funds holding: 1918 (-1)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

24.39% less ownership

Funds ownership: 74.81%50.42% (-24%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

65% less capital invested

Capital invested by funds: $38.3M → $13.6M (-$24.7M)

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
6
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
1
Ashton Thomas Private Wealth
Arizona
$6.23M +$1.49M +149,254 +31%
FIA
2
Foundations Investment Advisors
Arizona
$1.72M +$1.73M +174,149 New
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.71M +$1.73M +173,265 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.02M +$124K +12,497 +14%
Citadel Advisors
5
Citadel Advisors
Florida
$932K +$23K +2,313 +3%
AWM
6
AE Wealth Management
Kansas
$649K +$318K +31,903 +94%
SS
7
Simplicity Solutions
Minnesota
$341K -$96.5K -9,684 -22%
Jane Street
8
Jane Street
New York
$290K -$412K -41,345 -58%
DAS
9
Dynamic Advisor Solutions
Arizona
$217K +$220K +22,056 New
OWA
10
Outlook Wealth Advisors
Texas
$198K +$8.15K +818 +4%
TSS
11
Two Sigma Securities
New York
$171K -$43K -4,313 -20%
GWMIA
12
Global Wealth Management Investment Advisory
Florida
$27K -$263K -26,372 -91%
GFPC
13
Global Financial Private Capital
Florida
$21K -$130K -13,094 -86%
SFA
14
Semmax Financial Advisors
North Carolina
$19K -$1.46M -146,834 -99%
UBS Group
15
UBS Group
Switzerland
$17K +$13.9K +1,399 +484%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$6K +$6.39K +642 New
GI
17
Gradient Investments
Minnesota
$3K -$5.46K -548 -67%
Wells Fargo
18
Wells Fargo
California
$2K
HPC
19
Hobart Private Capital
North Carolina
-$1.13M -113,122 Closed
APC
20
Aspire Private Capital
North Carolina
-$345K -34,564 Closed
HIS
21
Harvest Investment Services
Illinois
-$137K -13,769 Closed
BHWM
22
Bay Harbor Wealth Management
Maryland
-$77K -7,734 Closed

AFIF Hedge Fund Activity: Q2 2019 in Review

18 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Anfield Universal Fixed Income ETF (AFIF) for Q2 2019, worth a combined $13.6M — down 65% from $38.3M a quarter earlier.

Fund positioning in AFIF was balanced in Q2 2019: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 7 trimmed.

The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $1.73M. The largest seller was Semmax Financial Advisors, cutting an estimated $1.46M.

  • 18 institutional investors held Anfield Universal Fixed Income ETF (AFIF) as of Q2 2019, down from 19 in Q1 2019.
  • Funds reported $13.6M of Anfield Universal Fixed Income ETF stock for Q2 2019, down 65% quarter-over-quarter.
  • 4 funds opened new Anfield Universal Fixed Income ETF positions in Q2 2019 and 4 closed out, a net change of 0 holders.
  • The largest Anfield Universal Fixed Income ETF buyer in Q2 2019 was Foundations Investment Advisors, an estimated $1.73M added.
  • The largest Anfield Universal Fixed Income ETF seller in Q2 2019 was Semmax Financial Advisors, an estimated $1.46M sold.

Based on aggregated 13F filings for Q2 2019.