Anfield Diversified Alternatives ETF
DALT
DALT was delisted on the 19th of April, 2024.
5 hedge funds and large institutions have $21.1M invested in Anfield Diversified Alternatives ETF in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
67% more funds holding
Funds holding: 3 → 5 (+2)
53% more capital invested
Capital invested by funds: $13.8M → $21.1M (+$7.36M)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$6.31M |
| 2 |
LPL Financial
San Diego,
California
|
+$381K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$264K |
| 4 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$14.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$20.3K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
1
Geneos Wealth Management
Englewood,
Colorado
| $18.6M | +$6.31M | +605,702 | +52% |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.87M | -$20.3K | -1,947 | -1% |
|
|
3
LPL Financial
San Diego,
California
| $382K | +$381K | +36,597 | New |
|
|
4
Citadel Advisors
Miami,
Florida
| $264K | +$264K | +25,302 | New |
|
|
NC
5
NewSquare Capital
Newtown Square,
Pennsylvania
| $14K | +$14.4K | +1,384 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$7K | -705 | Closed |
|
DALT Hedge Fund Activity: Q3 2018 in Review
5 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Anfield Diversified Alternatives ETF (DALT) for Q3 2018, worth a combined $21.1M — up 53% from $13.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DALT positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Geneos Wealth Management, adding an estimated $6.31M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $20.3K.
- 5 institutional investors held Anfield Diversified Alternatives ETF (DALT) as of Q3 2018, up from 3 in Q2 2018.
- Funds reported $21.1M of Anfield Diversified Alternatives ETF stock for Q3 2018, up 53% quarter-over-quarter.
- 3 funds opened new Anfield Diversified Alternatives ETF positions in Q3 2018 and 1 closed out, a net change of +2 holders.
- The largest Anfield Diversified Alternatives ETF buyer in Q3 2018 was Geneos Wealth Management, an estimated $6.31M added.
- The largest Anfield Diversified Alternatives ETF seller in Q3 2018 was Cambridge Investment Research Advisors, an estimated $20.3K sold.
Based on aggregated 13F filings for Q3 2018.