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DALT

Anfield Diversified Alternatives ETF

Delisted

DALT was delisted on the 19th of April, 2024.

13 hedge funds and large institutions have $58.6M invested in Anfield Diversified Alternatives ETF in 2020 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

13% less funds holding

Funds holding: 1513 (-2)

29% less capital invested

Capital invested by funds: $82.4M → $58.6M (-$23.8M)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
13
Holders Change
-2
Holders Change %
-13.33%
% of All Funds
0.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
1
Increased
7
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Anfield Capital Management
California
$23.5M +$3.81M +399,872 +14%
FIA
2
Foundations Investment Advisors
Arizona
$10.6M +$1.9M +199,216 +15%
GWM
3
Geneos Wealth Management
Colorado
$9.05M -$195K -20,463 -2%
AWM
4
AE Wealth Management
Kansas
$4.75M +$2.88M +302,191 +86%
SS
5
Simplicity Solutions
Minnesota
$4.68M +$2.83M +297,072 +85%
BBA
6
Braun-Bostich & Associates
Pennsylvania
$3.58M -$8.54M -895,241 -63%
LPL Financial
7
LPL Financial
California
$662K +$724K +75,859 +486%
CWA
8
Capital Wealth Alliance
Arizona
$570K +$752K +78,806 +315,224%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$423K -$626K -65,618 -53%
CL
10
Cabana LLC
Arkansas
$312K -$37.9K -3,971 -9%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$212K +$279K +29,270 New
DAS
12
Dynamic Advisor Solutions
Arizona
$177K -$13K -1,366 -5%
UBS Group
13
UBS Group
Switzerland
$36K +$14.9K +1,558 +45%
Jane Street
14
Jane Street
New York
-$236K -23,059 Closed
BC
15
Brinker Capital
Pennsylvania
-$132K -12,939 Closed

DALT Hedge Fund Activity: Q1 2020 in Review

13 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Anfield Diversified Alternatives ETF (DALT) for Q1 2020, worth a combined $58.6M — down 29% from $82.4M 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 7 added.

The largest buyer was Anfield Capital Management, adding an estimated $3.81M. The largest seller was Braun-Bostich & Associates, cutting an estimated $8.54M.

  • 13 institutional investors held Anfield Diversified Alternatives ETF (DALT) as of Q1 2020, down from 15 in Q4 2019.
  • Funds reported $58.6M of Anfield Diversified Alternatives ETF stock for Q1 2020, down 29% quarter-over-quarter.
  • 1 fund opened new Anfield Diversified Alternatives ETF positions in Q1 2020 and 2 closed out, a net change of -1 holder.
  • The largest Anfield Diversified Alternatives ETF buyer in Q1 2020 was Anfield Capital Management, an estimated $3.81M added.
  • The largest Anfield Diversified Alternatives ETF seller in Q1 2020 was Braun-Bostich & Associates, an estimated $8.54M sold.

Based on aggregated 13F filings for Q1 2020.