Anfield Universal Fixed Income ETF
AFIF
21 hedge funds and large institutions have $101M invested in Anfield Universal Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 4 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
0.54% more ownership
Funds ownership: 96.74% → 97.28% (+0.54%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less funds holding
Funds holding: 22 → 21 (-1)
8% less capital invested
Capital invested by funds: $109M → $101M (-$8.44M)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$1.08M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$309K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$247K |
| 4 |
H
HoyleCohen
San Diego,
California
|
+$201K |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$152K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IIC
Ironwood Investment Counsel
Scottsdale,
Arizona
|
-$5.27M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$3.15M |
| 3 |
FIBT
First International Bank & Trust
Watford City,
North Dakota
|
-$630K |
| 4 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$556K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$416K |
AFIF Hedge Fund Activity: Q2 2024 in Review
21 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Anfield Universal Fixed Income ETF (AFIF) for Q2 2024, worth a combined $101M — down 7.7% from $109M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of AFIF and 3 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 9 added.
The largest buyer was Foundations Investment Advisors, adding an estimated $1.08M. The largest seller was Ironwood Investment Counsel, exiting entirely with an estimated $5.27M sold.
- 21 institutional investors held Anfield Universal Fixed Income ETF (AFIF) as of Q2 2024, down from 22 in Q1 2024.
- Funds reported $101M of Anfield Universal Fixed Income ETF stock for Q2 2024, down 7.7% quarter-over-quarter.
- 3 funds opened new Anfield Universal Fixed Income ETF positions in Q2 2024 and 4 closed out, a net change of -1 holder.
- The largest Anfield Universal Fixed Income ETF buyer in Q2 2024 was Foundations Investment Advisors, an estimated $1.08M added.
- The largest Anfield Universal Fixed Income ETF seller in Q2 2024 was Ironwood Investment Counsel, an estimated $5.27M sold.
Based on aggregated 13F filings for Q2 2024.