IDX Dynamic Fixed Income ETF
DYFI
13 hedge funds and large institutions have $24.8M invested in IDX Dynamic Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
18% more funds holding
Funds holding: 11 → 13 (+2)
5.09% less ownership
Funds ownership: 101.58% → 96.49% (-5.1%)
6% less capital invested
Capital invested by funds: $26.6M → $24.8M (-$1.71M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFG
Atomi Financial Group
New York
|
+$2.83M |
| 2 |
CAP
Columbia Advisory Partners
Spokane,
Washington
|
+$2.03M |
| 3 |
Jane Street
New York
|
+$1.08M |
| 4 |
GS
GTS Securities
New York
|
+$169K |
| 5 |
IPWA
International Private Wealth Advisors
San Diego,
California
|
+$163K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$5.06M |
| 2 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$1.07M |
| 3 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
-$723K |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$48.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AFG
1
Atomi Financial Group
New York
| $9.07M | +$2.83M | +116,539 | +44% |
|
|
AWS
2
Atria Wealth Solutions
New York
| $3.97M | -$5.06M | -208,527 | -56% |
|
|
IPWA
3
International Private Wealth Advisors
San Diego,
California
| $3.77M | +$163K | +6,708 | +4% |
|
|
CAP
4
Columbia Advisory Partners
Spokane,
Washington
| $2M | +$2.03M | +83,699 | New |
|
|
AWM
5
Axxcess Wealth Management
Carlsbad,
California
| $1.94M | -$1.07M | -44,143 | -35% |
|
|
6
Jane Street
New York
| $1.38M | +$1.08M | +44,559 | +335% |
|
|
ATPW
7
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $1.25M | -$723K | -29,761 | -36% |
|
|
ACA
8
Aptus Capital Advisors
Fairhope,
Alabama
| $479K | -$48.4K | -1,993 | -9% |
|
|
GS
9
GTS Securities
New York
| $446K | +$169K | +6,953 | +59% |
|
10
Citadel Advisors
Miami,
Florida
| $415K | +$704 | +29 | +0.2% |
|
11
Comerica Bank
Dallas,
Texas
| $96.5K | +$8.81K | +363 | +10% |
|
12
UBS Group
Zurich,
Switzerland
| $16.5K | +$15.3K | +629 | +983% |
|
13
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $11K | +$11.2K | +462 | New |
|
DYFI Hedge Fund Activity: Q2 2024 in Review
13 of the 6,928 institutional investors tracked by Wall St. Rank reported a position in IDX Dynamic Fixed Income ETF (DYFI) for Q2 2024, worth a combined $24.8M — down 6.5% from $26.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new DYFI positions and 0 closed out — a net gain of 2 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Atomi Financial Group, adding an estimated $2.83M. The largest seller was Atria Wealth Solutions, cutting an estimated $5.06M.
- 13 institutional investors held IDX Dynamic Fixed Income ETF (DYFI) as of Q2 2024, up from 11 in Q1 2024.
- Funds reported $24.8M of IDX Dynamic Fixed Income ETF stock for Q2 2024, down 6.5% quarter-over-quarter.
- 2 funds opened new IDX Dynamic Fixed Income ETF positions in Q2 2024 and 0 closed out, a net change of +2 holders.
- The largest IDX Dynamic Fixed Income ETF buyer in Q2 2024 was Atomi Financial Group, an estimated $2.83M added.
- The largest IDX Dynamic Fixed Income ETF seller in Q2 2024 was Atria Wealth Solutions, an estimated $5.06M sold.
Based on aggregated 13F filings for Q2 2024.