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Anfield Universal Fixed Income ETF

21 hedge funds and large institutions have $103M invested in Anfield Universal Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

1.98% more ownership

Funds ownership: 97.28%99.25% (+2%)

2% more capital invested

Capital invested by funds: $101M → $103M (+$2.43M)

0% more funds holding

Funds holding: 2121 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
7
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIBT
1
First International Bank & Trust
North Dakota
$70.4M +$813K +88,533 +1%
DWM
2
Darwin Wealth Management
Florida
$14.4M -$462K -50,348 -3%
FIA
3
Foundations Investment Advisors
Arizona
$12.1M +$531K +57,882 +5%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.12M +$57.8K +6,300 +5%
Citadel Advisors
5
Citadel Advisors
Florida
$1.01M +$1.01M +109,855 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$933K +$144K +15,681 +18%
MML Investors Services
7
MML Investors Services
Massachusetts
$933K +$145K +15,751 +18%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$726K -$13.2K -1,438 -2%
LPL Financial
9
LPL Financial
California
$361K +$243K +26,505 +209%
Jane Street
10
Jane Street
New York
$289K -$145K -15,761 -33%
AWM
11
Avior Wealth Management
Nebraska
$274K -$62.4K -6,794 -19%
GS
12
GTS Securities
New York
$218K -$152K -16,522 -41%
EMAM
13
Encompass More Asset Management
California
$116K +$115K +12,539 New
DF
14
DecisionPoint Financial
Arizona
$52.1K
GM
15
GeoWealth Management
Illinois
$50.1K +$49.9K +5,433 New
HI
16
Harbour Investments
Wisconsin
$49.9K +$49.7K +5,411 New
UBS Group
17
UBS Group
Switzerland
$46.6K +$42.6K +4,640 +1,115%
Morgan Stanley
18
Morgan Stanley
New York
$18.7K
PA
19
PSI Advisors
Florida
$12.6K -$5.6K -610 -31%
ACM
20
Anfield Capital Management
California
$4.66K -$560 -61 -11%
RCM
21
Raleigh Capital Management
North Carolina
$400
DAS
22
Dynamic Advisor Solutions
Arizona
-$698K -76,700 Closed
KWM
23
Kingsview Wealth Management
Oregon
-$153K -16,755 Closed
CWA
24
Capital Wealth Alliance
Arizona
-$143K -15,692 Closed

AFIF Hedge Fund Activity: Q3 2024 in Review

21 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Anfield Universal Fixed Income ETF (AFIF) for Q3 2024, worth a combined $103M — up 2.4% from $101M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new AFIF positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.01M. The largest seller was Dynamic Advisor Solutions, exiting entirely with an estimated $698K sold.

  • 21 institutional investors held Anfield Universal Fixed Income ETF (AFIF) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $103M of Anfield Universal Fixed Income ETF stock for Q3 2024, up 2.4% quarter-over-quarter.
  • 4 funds opened new Anfield Universal Fixed Income ETF positions in Q3 2024 and 3 closed out, a net change of +1 holder.
  • The largest Anfield Universal Fixed Income ETF buyer in Q3 2024 was Citadel Advisors, an estimated $1.01M added.
  • The largest Anfield Universal Fixed Income ETF seller in Q3 2024 was Dynamic Advisor Solutions, an estimated $698K sold.

Based on aggregated 13F filings for Q3 2024.