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Anfield Universal Fixed Income ETF

15 hedge funds and large institutions have $29.8M invested in Anfield Universal Fixed Income ETF in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more capital invested

Capital invested by funds: $18.9M → $29.8M (+$10.8M)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

21% less funds holding

Funds holding: 1915 (-4)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

81.71% less ownership

Funds ownership: 106.67%24.96% (-82%)

Holders
15
Holders Change
-4
Holders Change %
-21.05%
% of All Funds
0.31%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
3
Increased
5
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Anfield Capital Management
California
$5.95M +$931 +95 +0%
ECA
2
Elevated Capital Advisors
Utah
$5.86M +$5.83M +594,531 New
FIA
3
Foundations Investment Advisors
Arizona
$5.03M -$781K -79,678 -13%
AWM
4
AE Wealth Management
Kansas
$4.23M +$4.01M +409,196 +1,898%
SS
5
Simplicity Solutions
Minnesota
$3.94M +$3.93M +401,254 New
CWA
6
Capital Wealth Alliance
Arizona
$3.05M +$8.59K +877 +0.3%
DAS
7
Dynamic Advisor Solutions
Arizona
$783K +$95.3K +9,724 +14%
Jane Street
8
Jane Street
New York
$575K -$372K -37,952 -39%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$336K -$684K -69,840 -67%
GFPC
10
Global Financial Private Client
Florida
$17.4K -$20.5K -2,094 -54%
SFA
11
Semmax Financial Advisors
North Carolina
$10K
LAS
12
Lloyd Advisory Services
Georgia
$7K +$10 +1 +0.1%
GFPC
13
Global Financial Private Capital
Florida
$5K
UBS Group
14
UBS Group
Switzerland
$1K -$62.1K -6,339 -99%
CL
15
Cabana LLC
Arkansas
-$904K -92,203 Closed
Citadel Advisors
16
Citadel Advisors
Florida
-$173K -17,804 Closed
OWA
17
Outlook Wealth Advisors
Texas
-$115K -11,841 Closed
ATPW
18
Ashton Thomas Private Wealth
Arizona
-$99.1K -10,225 Closed
FTUS
19
Flow Traders U.S.
New York
-$98K -10,079 Closed
GWMIA
20
Global Wealth Management Investment Advisory
Florida
-$13K -1,316 Closed
BHWM
21
Bay Harbor Wealth Management
Maryland
-$4K -434 Closed
Wells Fargo
22
Wells Fargo
California
+$10 +1 New

AFIF Hedge Fund Activity: Q2 2020 in Review

15 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Anfield Universal Fixed Income ETF (AFIF) for Q2 2020, worth a combined $29.8M — up 57% from $18.9M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of AFIF and 3 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 5 added.

The largest buyer was AE Wealth Management, adding an estimated $4.01M. The largest seller was Cabana LLC, exiting entirely with an estimated $904K sold.

  • 15 institutional investors held Anfield Universal Fixed Income ETF (AFIF) as of Q2 2020, down from 19 in Q1 2020.
  • Funds reported $29.8M of Anfield Universal Fixed Income ETF stock for Q2 2020, up 57% quarter-over-quarter.
  • 3 funds opened new Anfield Universal Fixed Income ETF positions in Q2 2020 and 7 closed out, a net change of -4 holders.
  • The largest Anfield Universal Fixed Income ETF buyer in Q2 2020 was AE Wealth Management, an estimated $4.01M added.
  • The largest Anfield Universal Fixed Income ETF seller in Q2 2020 was Cabana LLC, an estimated $904K sold.

Based on aggregated 13F filings for Q2 2020.