Anfield Diversified Alternatives ETF
DALT
DALT was delisted on the 19th of April, 2024.
10 hedge funds and large institutions have $37.1M invested in Anfield Diversified Alternatives ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
11% more funds holding
Funds holding: 9 → 10 (+1)
1% more capital invested
Capital invested by funds: $36.7M → $37.1M (+$401K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$459K |
| 2 |
ACM
Anfield Capital Management
Irvine,
California
|
+$310K |
| 3 |
Morgan Stanley
New York
|
+$290K |
| 4 |
CWA
Capital Wealth Alliance
Scottsdale,
Arizona
|
+$107K |
| 5 |
SWM
Selective Wealth Management
Forest,
Virginia
|
+$28.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$174K |
| 2 |
Jane Street
New York
|
-$145K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$43.2K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$17.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
1
Anfield Capital Management
Irvine,
California
| $20.9M | +$310K | +29,379 | +2% |
|
|
FIA
2
Foundations Investment Advisors
Phoenix,
Arizona
| $13.7M | +$459K | +43,388 | +3% |
|
|
CWA
3
Capital Wealth Alliance
Scottsdale,
Arizona
| $1.25M | +$107K | +10,171 | +9% |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $404K | -$43.2K | -4,088 | -9% |
|
|
5
Morgan Stanley
New York
| $280K | +$290K | +27,446 | New |
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $223K | – | – | – |
|
|
VCM
7
Vivaldi Capital Management
Chicago,
Illinois
| $223K | – | – | – |
|
|
GWM
8
Geneos Wealth Management
Englewood,
Colorado
| $31K | -$17.5K | -1,654 | -35% |
|
|
SWM
9
Selective Wealth Management
Forest,
Virginia
| $28K | +$28.9K | +2,730 | New |
|
10
UBS Group
Zurich,
Switzerland
| $8K | +$8.24K | +780 | New |
|
|
11
Citadel Advisors
Miami,
Florida
| – | -$174K | -16,489 | Closed |
|
|
12
Jane Street
New York
| – | -$145K | -13,705 | Closed |
|
DALT Hedge Fund Activity: Q3 2021 in Review
10 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Anfield Diversified Alternatives ETF (DALT) for Q3 2021, worth a combined $37.1M — up 1.1% from $36.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DALT positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $459K. The largest seller was Citadel Advisors, exiting entirely with an estimated $174K sold.
- 10 institutional investors held Anfield Diversified Alternatives ETF (DALT) as of Q3 2021, up from 9 in Q2 2021.
- Funds reported $37.1M of Anfield Diversified Alternatives ETF stock for Q3 2021, up 1.1% quarter-over-quarter.
- 3 funds opened new Anfield Diversified Alternatives ETF positions in Q3 2021 and 2 closed out, a net change of +1 holder.
- The largest Anfield Diversified Alternatives ETF buyer in Q3 2021 was Foundations Investment Advisors, an estimated $459K added.
- The largest Anfield Diversified Alternatives ETF seller in Q3 2021 was Citadel Advisors, an estimated $174K sold.
Based on aggregated 13F filings for Q3 2021.