Anfield Diversified Alternatives ETF
DALT
DALT was delisted on the 19th of April, 2024.
9 hedge funds and large institutions have $41M invested in Anfield Diversified Alternatives ETF in 2019 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 2 closing their positions.
34% more capital invested
Capital invested by funds: $30.6M → $41M (+$10.3M)
18% less funds holding
Funds holding: 11 → 9 (-2)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$8.79M |
| 2 |
BBA
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
+$2.73M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.13K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$457K |
| 2 |
Jane Street
New York
|
-$308K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$241K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$120K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$82K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
1
Geneos Wealth Management
Englewood,
Colorado
| $16.3M | -$457K | -45,047 | -3% |
|
|
BBA
2
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| $13.5M | +$2.73M | +269,413 | +26% |
|
|
FIA
3
Foundations Investment Advisors
Phoenix,
Arizona
| $8.97M | +$8.79M | +866,632 | New |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.44M | -$120K | -11,782 | -8% |
|
5
LPL Financial
San Diego,
California
| $253K | -$62K | -6,108 | -20% |
|
|
DAS
6
Dynamic Advisor Solutions
Phoenix,
Arizona
| $216K | -$11.6K | -1,140 | -5% |
|
7
Morgan Stanley
New York
| $139K | – | – | – |
|
|
8
Jane Street
New York
| $104K | -$308K | -30,403 | -75% |
|
|
9
UBS Group
Zurich,
Switzerland
| $16K | +$5.13K | +506 | +49% |
|
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$241K | -24,056 | Closed |
|
|
11
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$82K | -8,207 | Closed |
|
DALT Hedge Fund Activity: Q2 2019 in Review
9 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Anfield Diversified Alternatives ETF (DALT) for Q2 2019, worth a combined $41M — up 34% from $30.6M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of DALT and 1 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 2 added.
The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $8.79M. The largest seller was Geneos Wealth Management, cutting an estimated $457K.
- 9 institutional investors held Anfield Diversified Alternatives ETF (DALT) as of Q2 2019, down from 11 in Q1 2019.
- Funds reported $41M of Anfield Diversified Alternatives ETF stock for Q2 2019, up 34% quarter-over-quarter.
- 1 fund opened new Anfield Diversified Alternatives ETF positions in Q2 2019 and 2 closed out, a net change of -1 holder.
- The largest Anfield Diversified Alternatives ETF buyer in Q2 2019 was Foundations Investment Advisors, an estimated $8.79M added.
- The largest Anfield Diversified Alternatives ETF seller in Q2 2019 was Geneos Wealth Management, an estimated $457K sold.
Based on aggregated 13F filings for Q2 2019.