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Anfield Universal Fixed Income ETF

23 hedge funds and large institutions have $103M invested in Anfield Universal Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

21% more funds holding

Funds holding: 1923 (+4)

1.65% more ownership

Funds ownership: 95.2%96.85% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $105M → $103M (-$1.32M)

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
10
Reduced
6
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
$65.1M -$5.17M -581,677 -7%
DWM
2
Darwin Wealth Management
Florida
$17.1M -$697K -78,490 -4%
FIA
3
Foundations Investment Advisors
Arizona
$9.03M +$1.04M +116,944 +13%
CWA
4
Capital Wealth Alliance
Arizona
$3.85M +$127K +14,275 +3%
HighTower Advisors
5
HighTower Advisors
Illinois
$2.17M +$781K +88,004 +57%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.27M -$132K -14,891 -9%
AWM
7
Avior Wealth Management
Nebraska
$1.01M -$70K -7,879 -7%
DAS
8
Dynamic Advisor Solutions
Arizona
$872K -$219K -24,606 -20%
Jane Street
9
Jane Street
New York
$865K +$750K +84,484 +663%
GS
10
GTS Securities
New York
$498K +$497K +55,981 New
Citadel Advisors
11
Citadel Advisors
Florida
$359K +$137K +15,409 +62%
Osaic Holdings
12
Osaic Holdings
Arizona
$304K +$304K +34,186 New
H
13
HoyleCohen
California
$238K +$40.6K +4,568 +21%
AWM
14
AE Wealth Management
Kansas
$231K +$90.6K +10,199 +65%
IIC
15
Ironwood Investment Counsel
Arizona
$156K +$2.24K +252 +1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$131K +$968 +109 +0.7%
LPL Financial
17
LPL Financial
California
$114K +$114K +12,846 New
RWPA
18
Richard W. Paul & Associates
Michigan
$90.4K -$1.27K -143 -1%
DF
19
DecisionPoint Financial
Arizona
$50.3K +$50.1K +5,647 New
Morgan Stanley
20
Morgan Stanley
New York
$18K
UBS Group
21
UBS Group
Switzerland
$454 +$453 +51 New
RCM
22
Raleigh Capital Management
North Carolina
$362 +$9 +1 +3%
Wells Fargo
23
Wells Fargo
California
$9 +$9 +1 New
Fisher Asset Management
24
Fisher Asset Management
Washington
-$119K -13,517 Closed
JP Morgan Chase
25
JP Morgan Chase
New York
-$440 -50 Closed

AFIF Hedge Fund Activity: Q3 2023 in Review

23 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Anfield Universal Fixed Income ETF (AFIF) for Q3 2023, worth a combined $103M — down 1.3% from $105M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new AFIF positions and 2 closed out — a net gain of 4 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Foundations Investment Advisors, adding an estimated $1.04M. The largest seller was First International Bank & Trust, cutting an estimated $5.17M.

  • 23 institutional investors held Anfield Universal Fixed Income ETF (AFIF) as of Q3 2023, up from 19 in Q2 2023.
  • Funds reported $103M of Anfield Universal Fixed Income ETF stock for Q3 2023, down 1.3% quarter-over-quarter.
  • 6 funds opened new Anfield Universal Fixed Income ETF positions in Q3 2023 and 2 closed out, a net change of +4 holders.
  • The largest Anfield Universal Fixed Income ETF buyer in Q3 2023 was Foundations Investment Advisors, an estimated $1.04M added.
  • The largest Anfield Universal Fixed Income ETF seller in Q3 2023 was First International Bank & Trust, an estimated $5.17M sold.

Based on aggregated 13F filings for Q3 2023.