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IDX Dynamic Fixed Income ETF

21 hedge funds and large institutions have $57.5M invested in IDX Dynamic Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

33% more capital invested

Capital invested by funds: $43.2M → $57.5M (+$14.2M)

16.38% more ownership

Funds ownership: 82.06%98.44% (+16%)

11% more funds holding

Funds holding: 1921 (+2)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
4
Increased
6
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
$18.1M +$1.24M +53,346 +7%
AFG
2
Atomi Financial Group
New York
$10.9M -$1.49M -64,138 -12%
P
3
Palladiem
Pennsylvania
$5.92M +$5.95M +256,327 New
BFA
4
Blueprint Financial Advisors
North Carolina
$5.57M +$4.59M +197,557 +450%
BIP
5
Blueprint Investment Partners
North Carolina
$5.57M +$4.59M +197,557 +450%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.52M -$15K -647 -0.6%
WCM
7
WealthTrak Capital Management
Virginia
$2.51M +$140K +6,052 +6%
IPWA
8
International Private Wealth Advisors
California
$1.89M -$812K -34,968 -30%
AWM
9
Axxcess Wealth Management
California
$946K -$428K -18,453 -31%
GS
10
GTS Securities
New York
$845K +$410K +17,664 +93%
KWM
11
Kingsview Wealth Management
Oregon
$807K +$812K +34,969 New
EMAM
12
Encompass More Asset Management
California
$429K -$25.8K -1,110 -6%
ATPW
13
Ashton Thomas Private Wealth
Arizona
$376K -$52.4K -2,257 -12%
AWP
14
Atlas Wealth Partners
Pennsylvania
$356K +$108K +4,650 +43%
Jane Street
15
Jane Street
New York
$288K +$290K +12,473 New
ACA
16
Aptus Capital Advisors
Alabama
$210K
ME
17
McIlrath & Eck
Washington
$94.6K
KAS
18
Kestra Advisory Services
Texas
$60.5K +$60.9K +2,624 New
TAM
19
Tucker Asset Management
Colorado
$53.2K -$603 -26 -1%
CA
20
CoreCap Advisors
Michigan
$17.9K -$2.9K -125 -14%
AWM
21
AE Wealth Management
Kansas
$8.97K
Citadel Advisors
22
Citadel Advisors
Florida
-$551K -23,641 Closed
JP Morgan Chase
23
JP Morgan Chase
New York
-$42.7K -1,830 Closed

DYFI Hedge Fund Activity: Q4 2025 in Review

21 of the 8,239 institutional investors tracked by Wall St. Rank reported a position in IDX Dynamic Fixed Income ETF (DYFI) for Q4 2025, worth a combined $57.5M — up 33% from $43.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new DYFI positions and 2 closed out — a net gain of 2 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Blueprint Financial Advisors, adding an estimated $4.59M. The largest seller was Atomi Financial Group, cutting an estimated $1.49M.

  • 21 institutional investors held IDX Dynamic Fixed Income ETF (DYFI) as of Q4 2025, up from 19 in Q3 2025.
  • Funds reported $57.5M of IDX Dynamic Fixed Income ETF stock for Q4 2025, up 33% quarter-over-quarter.
  • 4 funds opened new IDX Dynamic Fixed Income ETF positions in Q4 2025 and 2 closed out, a net change of +2 holders.
  • The largest IDX Dynamic Fixed Income ETF buyer in Q4 2025 was Blueprint Financial Advisors, an estimated $4.59M added.
  • The largest IDX Dynamic Fixed Income ETF seller in Q4 2025 was Atomi Financial Group, an estimated $1.49M sold.

Based on aggregated 13F filings for Q4 2025.