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Anfield Universal Fixed Income ETF

21 hedge funds and large institutions have $101M invested in Anfield Universal Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

3% less capital invested

Capital invested by funds: $103M → $101M (-$2.77M)

2.16% less ownership

Funds ownership: 96.85%94.68% (-2.2%)

9% less funds holding

Funds holding: 2321 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.31%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
2
Increased
9
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIBT
1
First International Bank & Trust
North Dakota
$65.9M -$212K -23,684 -0.3%
DWM
2
Darwin Wealth Management
Florida
$15.9M -$1.43M -160,142 -8%
FIA
3
Foundations Investment Advisors
Arizona
$9.69M +$428K +47,915 +5%
CWA
4
Capital Wealth Alliance
Arizona
$3.93M +$15.9K +1,778 +0.4%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.5M +$200K +22,432 +16%
Jane Street
6
Jane Street
New York
$767K -$111K -12,374 -13%
DAS
7
Dynamic Advisor Solutions
Arizona
$739K -$145K -16,245 -17%
AWM
8
Avior Wealth Management
Nebraska
$698K -$320K -35,771 -32%
Citadel Advisors
9
Citadel Advisors
Florida
$384K +$19.4K +2,171 +5%
IIC
10
Ironwood Investment Counsel
Arizona
$161K +$3.27K +366 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$157K -$150K -16,822 -49%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$142K +$140K +15,710 New
MML Investors Services
13
MML Investors Services
Massachusetts
$142K +$140K +15,710 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$137K +$3.88K +434 +3%
AWM
15
AE Wealth Management
Kansas
$124K -$110K -12,322 -47%
LPL Financial
16
LPL Financial
California
$114K -$1.65K -185 -1%
RWPA
17
Richard W. Paul & Associates
Michigan
$79.5K -$12.1K -1,358 -13%
DF
18
DecisionPoint Financial
Arizona
$51K
Morgan Stanley
19
Morgan Stanley
New York
$36.6K +$18.1K +2,026 +100%
UBS Group
20
UBS Group
Switzerland
$3.06K +$2.56K +287 +563%
RCM
21
Raleigh Capital Management
North Carolina
$376 +$9 +1 +2%
HighTower Advisors
22
HighTower Advisors
Illinois
-$2.17M -243,235 Closed
GS
23
GTS Securities
New York
-$498K -55,981 Closed
H
24
HoyleCohen
California
-$238K -26,786 Closed
Wells Fargo
25
Wells Fargo
California
-$9 -1 Closed

AFIF Hedge Fund Activity: Q4 2023 in Review

21 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Anfield Universal Fixed Income ETF (AFIF) for Q4 2023, worth a combined $101M — down 2.7% from $103M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of AFIF and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 9 added.

The largest buyer was Foundations Investment Advisors, adding an estimated $428K. The largest seller was HighTower Advisors, exiting entirely with an estimated $2.17M sold.

  • 21 institutional investors held Anfield Universal Fixed Income ETF (AFIF) as of Q4 2023, down from 23 in Q3 2023.
  • Funds reported $101M of Anfield Universal Fixed Income ETF stock for Q4 2023, down 2.7% quarter-over-quarter.
  • 2 funds opened new Anfield Universal Fixed Income ETF positions in Q4 2023 and 4 closed out, a net change of -2 holders.
  • The largest Anfield Universal Fixed Income ETF buyer in Q4 2023 was Foundations Investment Advisors, an estimated $428K added.
  • The largest Anfield Universal Fixed Income ETF seller in Q4 2023 was HighTower Advisors, an estimated $2.17M sold.

Based on aggregated 13F filings for Q4 2023.