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Anfield Universal Fixed Income ETF

18 hedge funds and large institutions have $109M invested in Anfield Universal Fixed Income ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.65% less ownership

Funds ownership: 96.46%95.8% (-0.65%)

2% less capital invested

Capital invested by funds: $112M → $109M (-$2.55M)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

18% less funds holding

Funds holding: 2218 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
18
Holders Change
-4
Holders Change %
-18.18%
% of All Funds
0.29%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
3
Increased
7
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIBT
1
First International Bank & Trust
North Dakota
$71.4M +$812K +91,901 +1%
DWM
2
Darwin Wealth Management
Florida
$17.9M -$641K -72,633 -3%
FIA
3
Foundations Investment Advisors
Arizona
$7.29M +$213K +24,128 +3%
CWA
4
Capital Wealth Alliance
Arizona
$3.65M +$1.13M +128,313 +45%
DAS
5
Dynamic Advisor Solutions
Arizona
$3.52M -$23.2K -2,631 -0.7%
AWM
6
Avior Wealth Management
Nebraska
$1.86M -$103K -11,667 -5%
HighTower Advisors
7
HighTower Advisors
Illinois
$1.35M +$1.36M +154,278 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.02M +$81.4K +9,213 +9%
Jane Street
9
Jane Street
New York
$457K -$3.15M -356,882 -87%
H
10
HoyleCohen
California
$195K -$96.9K -10,973 -33%
AWM
11
AE Wealth Management
Kansas
$142K +$16.6K +1,880 +13%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$130K -$2.23K -253 -2%
CAG
13
Csenge Advisory Group
Florida
$93.9K +$94.4K +10,689 New
RWPA
14
Richard W. Paul & Associates
Michigan
$90.4K +$19.2K +2,169 +27%
Morgan Stanley
15
Morgan Stanley
New York
$41K +$41.2K +4,668 New
JP Morgan Chase
16
JP Morgan Chase
New York
$15K -$783K -88,631 -98%
GM
17
GeoWealth Management
Illinois
$4K -$1.21M -137,371 -100%
RCM
18
Raleigh Capital Management
North Carolina
$347 +$9 +1 +3%
FIB
19
First Interstate Bank
Montana
-$279K -31,842 Closed
Financial Engines Advisors
20
Financial Engines Advisors
California
-$226K -25,685 Closed
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
-$117K -13,421 Closed
AWM
22
Accurate Wealth Management
Florida
-$4.78K -542 Closed
UBS Group
23
UBS Group
Switzerland
-$4.37K -499 Closed
PPWM
24
PFG Private Wealth Management
Florida
-$1K -147 Closed
Fidelity Investments
25
Fidelity Investments
Massachusetts
-$9 -1 Closed

AFIF Hedge Fund Activity: Q1 2023 in Review

18 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Anfield Universal Fixed Income ETF (AFIF) for Q1 2023, worth a combined $109M — down 2.3% from $112M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of AFIF and 3 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 7 added.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $1.36M. The largest seller was Jane Street, cutting an estimated $3.15M.

  • 18 institutional investors held Anfield Universal Fixed Income ETF (AFIF) as of Q1 2023, down from 22 in Q4 2022.
  • Funds reported $109M of Anfield Universal Fixed Income ETF stock for Q1 2023, down 2.3% quarter-over-quarter.
  • 3 funds opened new Anfield Universal Fixed Income ETF positions in Q1 2023 and 7 closed out, a net change of -4 holders.
  • The largest Anfield Universal Fixed Income ETF buyer in Q1 2023 was HighTower Advisors, an estimated $1.36M added.
  • The largest Anfield Universal Fixed Income ETF seller in Q1 2023 was Jane Street, an estimated $3.15M sold.

Based on aggregated 13F filings for Q1 2023.