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Anfield Universal Fixed Income ETF

13 hedge funds and large institutions have $52.2M invested in Anfield Universal Fixed Income ETF in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

30% more capital invested

Capital invested by funds: $40.1M → $52.2M (+$12.1M)

18% more funds holding

Funds holding: 1113 (+2)

6.08% more ownership

Funds ownership: 34.54%40.62% (+6.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
13
Holders Change
+2
Holders Change %
+18.18%
% of All Funds
0.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
3
Increased
6
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1
Darwin Wealth Management
Florida
$21.1M +$11.1M +1,137,494 +110%
AI
2
Atria Investments
North Carolina
$11M +$11M +1,127,598 New
ACM
3
Anfield Capital Management
California
$4.14M +$156 +16 +0%
CWA
4
Capital Wealth Alliance
Arizona
$3.98M +$283K +29,052 +8%
AWM
5
AE Wealth Management
Kansas
$3.08M -$1.74M -178,403 -36%
FIA
6
Foundations Investment Advisors
Arizona
$2.82M -$121K -12,384 -4%
Citadel Advisors
7
Citadel Advisors
Florida
$1.99M +$1.77M +182,107 +792%
DAS
8
Dynamic Advisor Solutions
Arizona
$1.64M +$537K +55,157 +49%
Ameriprise
9
Ameriprise
Minnesota
$1.28M +$1.29M +132,298 New
Jane Street
10
Jane Street
New York
$704K +$578K +59,417 +457%
ECA
11
Elevated Capital Advisors
Utah
$334K -$7.75M -796,738 -96%
CFP
12
Curran Financial Partners
South Carolina
$192K +$193K +19,783 New
SS
13
Simplicity Solutions
Minnesota
-$4.74M -484,580 Closed

AFIF Hedge Fund Activity: Q1 2021 in Review

13 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Anfield Universal Fixed Income ETF (AFIF) for Q1 2021, worth a combined $52.2M — up 30% from $40.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new AFIF positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 3 trimmed.

The largest buyer was Darwin Wealth Management, adding an estimated $11.1M. The largest seller was Elevated Capital Advisors, cutting an estimated $7.75M.

  • 13 institutional investors held Anfield Universal Fixed Income ETF (AFIF) as of Q1 2021, up from 11 in Q4 2020.
  • Funds reported $52.2M of Anfield Universal Fixed Income ETF stock for Q1 2021, up 30% quarter-over-quarter.
  • 3 funds opened new Anfield Universal Fixed Income ETF positions in Q1 2021 and 1 closed out, a net change of +2 holders.
  • The largest Anfield Universal Fixed Income ETF buyer in Q1 2021 was Darwin Wealth Management, an estimated $11.1M added.
  • The largest Anfield Universal Fixed Income ETF seller in Q1 2021 was Elevated Capital Advisors, an estimated $7.75M sold.

Based on aggregated 13F filings for Q1 2021.