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Anfield Universal Fixed Income ETF

22 hedge funds and large institutions have $112M invested in Anfield Universal Fixed Income ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

29% more funds holding

Funds holding: 1722 (+5)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $115M → $112M (-$2.7M)

1.53% less ownership

Funds ownership: 97.98%96.46% (-1.5%)

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

Holders
22
Holders Change
+5
Holders Change %
+29.41%
% of All Funds
0.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
4
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIBT
1
First International Bank & Trust
North Dakota
$70.4M -$2.99M -342,568 -4%
DWM
2
Darwin Wealth Management
Florida
$18.6M -$1.3M -149,341 -7%
FIA
3
Foundations Investment Advisors
Arizona
$7.06M +$1.46M +167,145 +26%
Jane Street
4
Jane Street
New York
$3.58M +$3.45M +395,519 +2,949%
DAS
5
Dynamic Advisor Solutions
Arizona
$3.53M +$12.7K +1,457 +0.4%
CWA
6
Capital Wealth Alliance
Arizona
$2.52M -$2.26M -259,071 -47%
AWM
7
Avior Wealth Management
Nebraska
$1.96M -$19.9K -2,278 -1%
GM
8
GeoWealth Management
Illinois
$1.21M -$1.25M -143,764 -51%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$939K +$936K +107,343 New
JP Morgan Chase
10
JP Morgan Chase
New York
$791K +$788K +90,350 New
H
11
HoyleCohen
California
$290K +$138K +15,777 +91%
FIB
12
First Interstate Bank
Montana
$279K +$278K +31,842 New
Financial Engines Advisors
13
Financial Engines Advisors
California
$226K +$224K +25,685 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$131K -$1.22K -140 -0.9%
AWM
15
AE Wealth Management
Kansas
$125K -$12.2K -1,400 -9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$117K -$54.3K -6,225 -32%
RWPA
17
Richard W. Paul & Associates
Michigan
$71.1K +$70.9K +8,130 New
AWM
18
Accurate Wealth Management
Florida
$4.78K +$4.73K +542 New
UBS Group
19
UBS Group
Switzerland
$4.37K -$16.5K -1,893 -79%
PPWM
20
PFG Private Wealth Management
Florida
$1K +$1.28K +147 New
RCM
21
Raleigh Capital Management
North Carolina
$341
Fidelity Investments
22
Fidelity Investments
Massachusetts
$9 +$9 +1 New
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
-$3.68M -425,871 Closed
IA
24
IFP Advisors
Florida
-$77K -7,676 Closed

AFIF Hedge Fund Activity: Q4 2022 in Review

22 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Anfield Universal Fixed Income ETF (AFIF) for Q4 2022, worth a combined $112M — down 2.4% from $115M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AFIF positions and 3 closed out — a net gain of 5 holders — while 4 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, adding an estimated $3.45M. The largest seller was Carson Wealth (CWM LLC), exiting entirely with an estimated $3.68M sold.

  • 22 institutional investors held Anfield Universal Fixed Income ETF (AFIF) as of Q4 2022, up from 17 in Q3 2022.
  • Funds reported $112M of Anfield Universal Fixed Income ETF stock for Q4 2022, down 2.4% quarter-over-quarter.
  • 8 funds opened new Anfield Universal Fixed Income ETF positions in Q4 2022 and 3 closed out, a net change of +5 holders.
  • The largest Anfield Universal Fixed Income ETF buyer in Q4 2022 was Jane Street, an estimated $3.45M added.
  • The largest Anfield Universal Fixed Income ETF seller in Q4 2022 was Carson Wealth (CWM LLC), an estimated $3.68M sold.

Based on aggregated 13F filings for Q4 2022.