Anfield Diversified Alternatives ETF
DALT
DALT was delisted on the 19th of April, 2024.
11 hedge funds and large institutions have $30.6M invested in Anfield Diversified Alternatives ETF in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
60% more capital invested
Capital invested by funds: $19.1M → $30.6M (+$11.5M)
38% more funds holding
Funds holding: 8 → 11 (+3)
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBA
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
+$10.3M |
| 2 |
Morgan Stanley
New York
|
+$133K |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$96.8K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$80.3K |
| 5 |
LPL Financial
San Diego,
California
|
+$65.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$1.67M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$358K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$205K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$143K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
1
Geneos Wealth Management
Englewood,
Colorado
| $16.5M | -$1.67M | -170,732 | -9% |
|
|
BBA
2
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| $10.6M | +$10.3M | +1,056,451 | New |
|
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.53M | -$143K | -14,647 | -9% |
|
|
ECA
4
Elevated Capital Advisors
Sandy,
Utah
| $626K | +$823K | +84,112 | New |
|
5
Jane Street
New York
| $407K | +$46.5K | +4,755 | +13% |
|
|
6
LPL Financial
San Diego,
California
| $310K | +$65.3K | +6,680 | +28% |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $241K | -$358K | -36,558 | -60% |
|
|
DAS
8
Dynamic Advisor Solutions
Phoenix,
Arizona
| $224K | +$96.8K | +9,900 | +80% |
|
|
9
Morgan Stanley
New York
| $136K | +$133K | +13,588 | New |
|
|
10
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $82K | +$80.3K | +8,207 | New |
|
11
UBS Group
Zurich,
Switzerland
| $10K | +$3.81K | +390 | +61% |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$205K | -22,932 | Closed |
|
DALT Hedge Fund Activity: Q1 2019 in Review
11 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Anfield Diversified Alternatives ETF (DALT) for Q1 2019, worth a combined $30.6M — up 60% from $19.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DALT positions and 1 closed out — a net gain of 3 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Braun-Bostich & Associates, opening a new position worth an estimated $10.3M. The largest seller was Geneos Wealth Management, cutting an estimated $1.67M.
- 11 institutional investors held Anfield Diversified Alternatives ETF (DALT) as of Q1 2019, up from 8 in Q4 2018.
- Funds reported $30.6M of Anfield Diversified Alternatives ETF stock for Q1 2019, up 60% quarter-over-quarter.
- 4 funds opened new Anfield Diversified Alternatives ETF positions in Q1 2019 and 1 closed out, a net change of +3 holders.
- The largest Anfield Diversified Alternatives ETF buyer in Q1 2019 was Braun-Bostich & Associates, an estimated $10.3M added.
- The largest Anfield Diversified Alternatives ETF seller in Q1 2019 was Geneos Wealth Management, an estimated $1.67M sold.
Based on aggregated 13F filings for Q1 2019.