Foundations Dynamic Core ETF
FDCE
FDCE was delisted on the 13th of June, 2025.
3 hedge funds and large institutions have $8.09M invested in Foundations Dynamic Core ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
382.76% more ownership
Funds ownership: 302.57% → 685.32% (+383%)
200% more capital invested
Capital invested by funds: $2.7M → $8.09M (+$5.39M)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
50% more funds holding
Funds holding: 2 → 3 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$4.59M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$999K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$226 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Anfield Capital Management
Irvine,
California
|
-$576K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GM
1
GeoWealth Management
Chicago,
Illinois
| $4.8M | +$4.59M | +406,447 | New |
|
|
FIA
2
Foundations Investment Advisors
Phoenix,
Arizona
| $3.29M | +$999K | +88,402 | +46% |
|
|
3
UBS Group
Zurich,
Switzerland
| $236 | +$226 | +20 | New |
|
|
ACM
4
Anfield Capital Management
Irvine,
California
| – | -$576K | -51,600 | Closed |
|
FDCE Hedge Fund Activity: Q1 2024 in Review
3 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Foundations Dynamic Core ETF (FDCE) for Q1 2024, worth a combined $8.09M — up 200% from $2.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new FDCE positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.
The largest buyer was GeoWealth Management, opening a new position worth an estimated $4.59M. The largest seller was Anfield Capital Management, exiting entirely with an estimated $576K sold.
- 3 institutional investors held Foundations Dynamic Core ETF (FDCE) as of Q1 2024, up from 2 in Q4 2023.
- Funds reported $8.09M of Foundations Dynamic Core ETF stock for Q1 2024, up 200% quarter-over-quarter.
- 2 funds opened new Foundations Dynamic Core ETF positions in Q1 2024 and 1 closed out, a net change of +1 holder.
- The largest Foundations Dynamic Core ETF buyer in Q1 2024 was GeoWealth Management, an estimated $4.59M added.
- The largest Foundations Dynamic Core ETF seller in Q1 2024 was Anfield Capital Management, an estimated $576K sold.
Based on aggregated 13F filings for Q1 2024.