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Anfield Universal Fixed Income ETF

22 hedge funds and large institutions have $109M invested in Anfield Universal Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 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

9% more capital invested

Capital invested by funds: $101M → $109M (+$8.58M)

5% more funds holding

Funds holding: 2122 (+1)

2.06% more ownership

Funds ownership: 94.68%96.74% (+2.1%)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.32%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
3
Increased
7
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
$69.3M +$3.04M +333,614 +5%
DWM
2
Darwin Wealth Management
Florida
$15.3M -$788K -86,664 -5%
FIA
3
Foundations Investment Advisors
Arizona
$10.4M +$710K +78,069 +7%
IIC
4
Ironwood Investment Counsel
Arizona
$5.27M +$626K +68,799 +385%
GM
5
GeoWealth Management
Illinois
$3.15M +$3.15M +346,489 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.38M -$130K -14,314 -9%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$692K +$555K +60,974 +403%
DAS
8
Dynamic Advisor Solutions
Arizona
$636K -$107K -11,816 -14%
GS
9
GTS Securities
New York
$543K +$542K +59,626 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$532K +$389K +42,709 +272%
AWM
11
Avior Wealth Management
Nebraska
$481K -$221K -24,267 -31%
MML Investors Services
12
MML Investors Services
Massachusetts
$469K +$326K +35,858 +228%
Citadel Advisors
13
Citadel Advisors
Florida
$416K +$30.2K +3,316 +8%
Jane Street
14
Jane Street
New York
$281K -$491K -54,005 -64%
CWA
15
Capital Wealth Alliance
Arizona
$143K -$3.81M -419,105 -96%
LPL Financial
16
LPL Financial
California
$115K
RWPA
17
Richard W. Paul & Associates
Michigan
$79.7K -$328 -36 -0.4%
DF
18
DecisionPoint Financial
Arizona
$51.1K
Morgan Stanley
19
Morgan Stanley
New York
$18.4K -$18.4K -2,026 -50%
ACM
20
Anfield Capital Management
California
$4.49K +$4.49K +494 New
UBS Group
21
UBS Group
Switzerland
$1.66K -$1.42K -156 -46%
RCM
22
Raleigh Capital Management
North Carolina
$383
Osaic Holdings
23
Osaic Holdings
Arizona
-$157K -17,364 Closed
AWM
24
AE Wealth Management
Kansas
-$124K -13,623 Closed

AFIF Hedge Fund Activity: Q1 2024 in Review

22 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Anfield Universal Fixed Income ETF (AFIF) for Q1 2024, worth a combined $109M — up 8.5% from $101M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new AFIF positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 9 trimmed.

The largest buyer was GeoWealth Management, opening a new position worth an estimated $3.15M. The largest seller was Capital Wealth Alliance, cutting an estimated $3.81M.

  • 22 institutional investors held Anfield Universal Fixed Income ETF (AFIF) as of Q1 2024, up from 21 in Q4 2023.
  • Funds reported $109M of Anfield Universal Fixed Income ETF stock for Q1 2024, up 8.5% quarter-over-quarter.
  • 3 funds opened new Anfield Universal Fixed Income ETF positions in Q1 2024 and 2 closed out, a net change of +1 holder.
  • The largest Anfield Universal Fixed Income ETF buyer in Q1 2024 was GeoWealth Management, an estimated $3.15M added.
  • The largest Anfield Universal Fixed Income ETF seller in Q1 2024 was Capital Wealth Alliance, an estimated $3.81M sold.

Based on aggregated 13F filings for Q1 2024.