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Anfield Universal Fixed Income ETF

19 hedge funds and large institutions have $105M invested in Anfield Universal Fixed Income ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

6% more funds holding

Funds holding: 1819 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.6% less ownership

Funds ownership: 95.8%95.2% (-0.6%)

4% less capital invested

Capital invested by funds: $109M → $105M (-$4.51M)

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
3
Increased
4
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIBT
1
First International Bank & Trust
North Dakota
$69.4M -$2.16M -245,543 -3%
DWM
2
Darwin Wealth Management
Florida
$17.7M -$286K -32,492 -2%
FIA
3
Foundations Investment Advisors
Arizona
$7.9M +$588K +66,722 +8%
CWA
4
Capital Wealth Alliance
Arizona
$3.68M +$25.5K +2,897 +0.7%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.39M +$365K +41,398 +36%
HighTower Advisors
6
HighTower Advisors
Illinois
$1.36M +$8.39K +953 +0.6%
DAS
7
Dynamic Advisor Solutions
Arizona
$1.08M -$2.45M -278,359 -69%
AWM
8
Avior Wealth Management
Nebraska
$1.06M -$803K -91,138 -43%
Citadel Advisors
9
Citadel Advisors
Florida
$219K +$219K +24,873 New
H
10
HoyleCohen
California
$196K
IIC
11
Ironwood Investment Counsel
Arizona
$152K +$152K +17,236 New
AWM
12
AE Wealth Management
Kansas
$139K -$3.63K -412 -3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$128K -$1.49K -169 -1%
Fisher Asset Management
14
Fisher Asset Management
Washington
$119K +$119K +13,517 New
Jane Street
15
Jane Street
New York
$112K -$346K -39,299 -76%
RWPA
16
Richard W. Paul & Associates
Michigan
$90.6K
Morgan Stanley
17
Morgan Stanley
New York
$17.8K -$23.3K -2,644 -57%
JP Morgan Chase
18
JP Morgan Chase
New York
$440 -$14.7K -1,669 -97%
RCM
19
Raleigh Capital Management
North Carolina
$353
CAG
20
Csenge Advisory Group
Florida
-$93.9K -10,689 Closed
GM
21
GeoWealth Management
Illinois
-$4K -464 Closed

AFIF Hedge Fund Activity: Q2 2023 in Review

19 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Anfield Universal Fixed Income ETF (AFIF) for Q2 2023, worth a combined $105M — down 4.1% from $109M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new AFIF positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 9 trimmed.

The largest buyer was Foundations Investment Advisors, adding an estimated $588K. The largest seller was Dynamic Advisor Solutions, cutting an estimated $2.45M.

  • 19 institutional investors held Anfield Universal Fixed Income ETF (AFIF) as of Q2 2023, up from 18 in Q1 2023.
  • Funds reported $105M of Anfield Universal Fixed Income ETF stock for Q2 2023, down 4.1% quarter-over-quarter.
  • 3 funds opened new Anfield Universal Fixed Income ETF positions in Q2 2023 and 2 closed out, a net change of +1 holder.
  • The largest Anfield Universal Fixed Income ETF buyer in Q2 2023 was Foundations Investment Advisors, an estimated $588K added.
  • The largest Anfield Universal Fixed Income ETF seller in Q2 2023 was Dynamic Advisor Solutions, an estimated $2.45M sold.

Based on aggregated 13F filings for Q2 2023.