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IDX Dynamic Fixed Income ETF

19 hedge funds and large institutions have $43.2M invested in IDX Dynamic Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

81% more capital invested

Capital invested by funds: $23.9M → $43.2M (+$19.4M)

19% more funds holding

Funds holding: 1619 (+3)

13.39% more ownership

Funds ownership: 68.67%82.06% (+13%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
19
Holders Change
+3
Holders Change %
+18.75%
% 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
5
Increased
4
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1
Faithward Advisors
Pennsylvania
$17M +$17M +730,519 New
AFG
2
Atomi Financial Group
New York
$12.5M +$458K +19,710 +4%
IPWA
3
International Private Wealth Advisors
California
$2.72M -$171K -7,372 -6%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.56M +$206K +8,860 +9%
WCM
5
WealthTrak Capital Management
Virginia
$2.4M +$104K +4,460 +5%
AWM
6
Axxcess Wealth Management
California
$1.39M -$85.7K -3,686 -6%
BFA
7
Blueprint Financial Advisors
North Carolina
$1.02M +$1.02M +43,936 New
BIP
8
Blueprint Investment Partners
North Carolina
$1.02M +$1.02M +43,936 New
Citadel Advisors
9
Citadel Advisors
Florida
$551K +$158K +6,810 +40%
EMAM
10
Encompass More Asset Management
California
$459K -$28.8K -1,237 -6%
GS
11
GTS Securities
New York
$442K -$196K -8,423 -31%
ATPW
12
Ashton Thomas Private Wealth
Arizona
$433K -$186 -8 -0%
AWP
13
Atlas Wealth Partners
Pennsylvania
$252K +$251K +10,800 New
ACA
14
Aptus Capital Advisors
Alabama
$212K
ME
15
McIlrath & Eck
Washington
$95.6K
TAM
16
Tucker Asset Management
Colorado
$54.4K -$19.2K -824 -26%
JP Morgan Chase
17
JP Morgan Chase
New York
$42.7K -$231K -9,944 -84%
CA
18
CoreCap Advisors
Michigan
$21K -$73.6K -3,166 -78%
AWM
19
AE Wealth Management
Kansas
$9.07K +$9.04K +389 New
Jane Street
20
Jane Street
New York
-$220K -9,490 Closed
UBS Group
21
UBS Group
Switzerland
-$20K -862 Closed

DYFI Hedge Fund Activity: Q3 2025 in Review

19 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in IDX Dynamic Fixed Income ETF (DYFI) for Q3 2025, worth a combined $43.2M — up 81% from $23.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new DYFI positions and 2 closed out — a net gain of 3 holders — while 4 added to existing stakes and 8 trimmed.

The largest buyer was Faithward Advisors, opening a new position worth an estimated $17M. The largest seller was JP Morgan Chase, cutting an estimated $231K.

  • 19 institutional investors held IDX Dynamic Fixed Income ETF (DYFI) as of Q3 2025, up from 16 in Q2 2025.
  • Funds reported $43.2M of IDX Dynamic Fixed Income ETF stock for Q3 2025, up 81% quarter-over-quarter.
  • 5 funds opened new IDX Dynamic Fixed Income ETF positions in Q3 2025 and 2 closed out, a net change of +3 holders.
  • The largest IDX Dynamic Fixed Income ETF buyer in Q3 2025 was Faithward Advisors, an estimated $17M added.
  • The largest IDX Dynamic Fixed Income ETF seller in Q3 2025 was JP Morgan Chase, an estimated $231K sold.

Based on aggregated 13F filings for Q3 2025.