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Anfield Universal Fixed Income ETF

27 hedge funds and large institutions have $99.3M invested in Anfield Universal Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

29% more funds holding

Funds holding: 2127 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $103M → $99.3M (-$3.95M)

3.66% less ownership

Funds ownership: 99.25%95.59% (-3.7%)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
27
Holders Change
+6
Holders Change %
+28.57%
% of All Funds
0.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
7
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIBT
1
First International Bank & Trust
North Dakota
$67M -$2.92M -318,195 -4%
FIA
2
Foundations Investment Advisors
Arizona
$13M +$956K +104,215 +8%
DWM
3
Darwin Wealth Management
Florida
$12.3M -$2.07M -225,245 -14%
Citadel Advisors
4
Citadel Advisors
Florida
$1.4M +$394K +42,960 +39%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$983K -$130K -14,169 -12%
MML Investors Services
6
MML Investors Services
Massachusetts
$789K -$137K -14,950 -15%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$789K -$137K -14,987 -15%
GS
8
GTS Securities
New York
$724K +$509K +55,510 +235%
Ameriprise
9
Ameriprise
Minnesota
$604K +$605K +65,995 New
Mariner
10
Mariner
Kansas
$426K +$427K +46,547 New
LPL Financial
11
LPL Financial
California
$358K
AWM
12
Avior Wealth Management
Nebraska
$224K -$48.4K -5,272 -18%
Jane Street
13
Jane Street
New York
$193K -$94.2K -10,273 -33%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$159K -$563K -61,382 -78%
EMAM
15
Encompass More Asset Management
California
$115K
FFA
16
Farther Finance Advisors
California
$58.1K +$58.2K +6,349 New
DF
17
DecisionPoint Financial
Arizona
$51.7K
GM
18
GeoWealth Management
Illinois
$50.2K +$495 +54 +1%
HI
19
Harbour Investments
Wisconsin
$49.5K
Morgan Stanley
20
Morgan Stanley
New York
$18.5K +$9 +1 +0%
PA
21
PSI Advisors
Florida
$12.5K
AWM
22
AE Wealth Management
Kansas
$7.02K +$7.04K +767 New
ACM
23
Anfield Capital Management
California
$6.22K +$1.61K +175 +35%
Q1WB
24
Quest 10 Wealth Builders
Virginia
$4.29K +$4.3K +469 New
PSFG
25
Park Square Financial Group
Georgia
$2.88K +$2.89K +315 New

AFIF Hedge Fund Activity: Q4 2024 in Review

27 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Anfield Universal Fixed Income ETF (AFIF) for Q4 2024, worth a combined $99.3M — down 3.8% from $103M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AFIF positions and 1 closed out — a net gain of 6 holders — while 7 added to existing stakes and 8 trimmed.

The largest buyer was Foundations Investment Advisors, adding an estimated $956K. The largest seller was First International Bank & Trust, cutting an estimated $2.92M.

  • 27 institutional investors held Anfield Universal Fixed Income ETF (AFIF) as of Q4 2024, up from 21 in Q3 2024.
  • Funds reported $99.3M of Anfield Universal Fixed Income ETF stock for Q4 2024, down 3.8% quarter-over-quarter.
  • 7 funds opened new Anfield Universal Fixed Income ETF positions in Q4 2024 and 1 closed out, a net change of +6 holders.
  • The largest Anfield Universal Fixed Income ETF buyer in Q4 2024 was Foundations Investment Advisors, an estimated $956K added.
  • The largest Anfield Universal Fixed Income ETF seller in Q4 2024 was First International Bank & Trust, an estimated $2.92M sold.

Based on aggregated 13F filings for Q4 2024.