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IDX Dynamic Fixed Income ETF

17 hedge funds and large institutions have $26.5M invested in IDX Dynamic Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less funds holding

Funds holding: 1917 (-2)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

16% less capital invested

Capital invested by funds: $31.4M → $26.5M (-$4.88M)

27.71% less ownership

Funds ownership: 103.6%75.89% (-28%)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
6
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
1
Atomi Financial Group
New York
$10.8M +$1.75M +75,163 +19%
IPWA
2
International Private Wealth Advisors
California
$3.24M +$48.3K +2,076 +2%
BIP
3
Blueprint Investment Partners
North Carolina
$3.22M -$683K -29,315 -17%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.35M +$108K +4,616 +5%
WCM
5
WealthTrak Capital Management
Virginia
$1.85M +$25.4K +1,091 +1%
AWM
6
Axxcess Wealth Management
California
$1.64M +$24.2K +1,038 +1%
AWS
7
Atria Wealth Solutions
New York
$1.28M -$74.8K -3,211 -5%
EMAM
8
Encompass More Asset Management
California
$476K -$29.5K -1,265 -6%
ATPW
9
Ashton Thomas Private Wealth
Arizona
$434K +$34.6K +1,487 +9%
Citadel Advisors
10
Citadel Advisors
Florida
$388K -$45K -1,934 -10%
GS
11
GTS Securities
New York
$256K -$603K -25,891 -70%
ACA
12
Aptus Capital Advisors
Alabama
$211K
ME
13
McIlrath & Eck
Washington
$94.7K
CA
14
CoreCap Advisors
Michigan
$94K -$19.4K -833 -17%
Comerica Bank
15
Comerica Bank
Texas
$83.3K
JP Morgan Chase
16
JP Morgan Chase
New York
$18.7K +$18.9K +811 New
UBS Group
17
UBS Group
Switzerland
$8.41K -$3.38K -145 -28%
SW
18
Simplicity Wealth
New Jersey
-$3.93M -168,777 Closed
CAP
19
Columbia Advisory Partners
Washington
-$1.3M -55,713 Closed
TRCT
20
Tower Research Capital (TRC)
New York
-$47 -2 Closed

DYFI Hedge Fund Activity: Q1 2025 in Review

17 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in IDX Dynamic Fixed Income ETF (DYFI) for Q1 2025, worth a combined $26.5M — down 16% from $31.4M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of DYFI and 1 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 6 added.

The largest buyer was Atomi Financial Group, adding an estimated $1.75M. The largest seller was Simplicity Wealth, exiting entirely with an estimated $3.93M sold.

  • 17 institutional investors held IDX Dynamic Fixed Income ETF (DYFI) as of Q1 2025, down from 19 in Q4 2024.
  • Funds reported $26.5M of IDX Dynamic Fixed Income ETF stock for Q1 2025, down 16% quarter-over-quarter.
  • 1 fund opened new IDX Dynamic Fixed Income ETF positions in Q1 2025 and 3 closed out, a net change of -2 holders.
  • The largest IDX Dynamic Fixed Income ETF buyer in Q1 2025 was Atomi Financial Group, an estimated $1.75M added.
  • The largest IDX Dynamic Fixed Income ETF seller in Q1 2025 was Simplicity Wealth, an estimated $3.93M sold.

Based on aggregated 13F filings for Q1 2025.