Anfield Diversified Alternatives ETF
DALT
DALT was delisted on the 19th of April, 2024.
9 hedge funds and large institutions have $33.8M invested in Anfield Diversified Alternatives ETF in 2021 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 5 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $34.7M → $33.8M (-$955K)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
36% less funds holding
Funds holding: 14 → 9 (-5)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$545K |
| 2 |
CWA
Capital Wealth Alliance
Scottsdale,
Arizona
|
+$53K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Anfield Capital Management
Irvine,
California
|
-$1.58M |
| 2 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$257K |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$241K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$152K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$124K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
1
Anfield Capital Management
Irvine,
California
| $18.7M | -$1.58M | -158,130 | -8% |
|
|
FIA
2
Foundations Investment Advisors
Phoenix,
Arizona
| $13.2M | +$545K | +54,561 | +4% |
|
|
CWA
3
Capital Wealth Alliance
Scottsdale,
Arizona
| $992K | +$53K | +5,303 | +6% |
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $407K | – | – | – |
|
|
VCM
5
Vivaldi Capital Management
Chicago,
Illinois
| $220K | – | – | – |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $218K | -$152K | -15,250 | -41% |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $53K | – | – | – |
|
8
UBS Group
Zurich,
Switzerland
| $14K | -$15.7K | -1,575 | -52% |
|
|
BPA
9
Beacon Pointe Advisors
Newport Beach,
California
| – | -$257K | -26,470 | Closed |
|
|
DAS
10
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$241K | -24,879 | Closed |
|
|
AWM
11
AE Wealth Management
Topeka,
Kansas
| – | -$124K | -12,776 | Closed |
|
|
SS
12
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$124K | -12,776 | Closed |
|
13
Morgan Stanley
New York
| – | -$4K | -380 | Closed |
|
DALT Hedge Fund Activity: Q1 2021 in Review
9 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Anfield Diversified Alternatives ETF (DALT) for Q1 2021, worth a combined $33.8M — down 2.7% from $34.7M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of DALT and 0 opened new positions — a net loss of 5 holders — while 3 trimmed existing stakes and 2 added.
The largest buyer was Foundations Investment Advisors, adding an estimated $545K. The largest seller was Anfield Capital Management, cutting an estimated $1.58M.
- 9 institutional investors held Anfield Diversified Alternatives ETF (DALT) as of Q1 2021, down from 14 in Q4 2020.
- Funds reported $33.8M of Anfield Diversified Alternatives ETF stock for Q1 2021, down 2.7% quarter-over-quarter.
- 0 funds opened new Anfield Diversified Alternatives ETF positions in Q1 2021 and 5 closed out, a net change of -5 holders.
- The largest Anfield Diversified Alternatives ETF buyer in Q1 2021 was Foundations Investment Advisors, an estimated $545K added.
- The largest Anfield Diversified Alternatives ETF seller in Q1 2021 was Anfield Capital Management, an estimated $1.58M sold.
Based on aggregated 13F filings for Q1 2021.