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IDX Dynamic Fixed Income ETF

19 hedge funds and large institutions have $31.4M invested in IDX Dynamic Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

21% more capital invested

Capital invested by funds: $25.9M → $31.4M (+$5.42M)

6% more funds holding

Funds holding: 1819 (+1)

3.29% more ownership

Funds ownership: 100.31%103.6% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
6
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
1
Atomi Financial Group
New York
$9.16M +$3.29M +139,447 +55%
SW
2
Simplicity Wealth
New Jersey
$3.93M +$641K +27,157 +19%
BIP
3
Blueprint Investment Partners
North Carolina
$3.93M +$1.24M +52,352 +45%
IPWA
4
International Private Wealth Advisors
California
$3.22M -$235K -9,934 -7%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.26M +$2.29M +96,881 New
WCM
6
WealthTrak Capital Management
Virginia
$1.84M +$1.87M +79,069 New
AWM
7
Axxcess Wealth Management
California
$1.63M -$148K -6,270 -8%
AWS
8
Atria Wealth Solutions
New York
$1.37M -$316K -13,397 -19%
CAP
9
Columbia Advisory Partners
Washington
$1.3M -$47.5K -2,013 -3%
GS
10
GTS Securities
New York
$861K +$251K +10,631 +40%
EMAM
11
Encompass More Asset Management
California
$509K -$1.78M -75,463 -78%
Citadel Advisors
12
Citadel Advisors
Florida
$436K +$63.6K +2,693 +17%
ATPW
13
Ashton Thomas Private Wealth
Arizona
$403K -$260K -11,031 -39%
ACA
14
Aptus Capital Advisors
Alabama
$212K -$33.6K -1,423 -14%
CA
15
CoreCap Advisors
Michigan
$114K -$94.4K -3,997 -45%
ME
16
McIlrath & Eck
Washington
$95.5K +$96.8K +4,100 New
Comerica Bank
17
Comerica Bank
Texas
$83.9K
UBS Group
18
UBS Group
Switzerland
$11.9K +$8.5K +360 +242%
TRCT
19
Tower Research Capital (TRC)
New York
$47
Jane Street
20
Jane Street
New York
-$565K -23,586 Closed
JP Morgan Chase
21
JP Morgan Chase
New York
-$51.9K -2,166 Closed

DYFI Hedge Fund Activity: Q4 2024 in Review

19 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in IDX Dynamic Fixed Income ETF (DYFI) for Q4 2024, worth a combined $31.4M — up 21% from $25.9M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new DYFI positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Atomi Financial Group, adding an estimated $3.29M. The largest seller was Encompass More Asset Management, cutting an estimated $1.78M.

  • 19 institutional investors held IDX Dynamic Fixed Income ETF (DYFI) as of Q4 2024, up from 18 in Q3 2024.
  • Funds reported $31.4M of IDX Dynamic Fixed Income ETF stock for Q4 2024, up 21% quarter-over-quarter.
  • 3 funds opened new IDX Dynamic Fixed Income ETF positions in Q4 2024 and 2 closed out, a net change of +1 holder.
  • The largest IDX Dynamic Fixed Income ETF buyer in Q4 2024 was Atomi Financial Group, an estimated $3.29M added.
  • The largest IDX Dynamic Fixed Income ETF seller in Q4 2024 was Encompass More Asset Management, an estimated $1.78M sold.

Based on aggregated 13F filings for Q4 2024.