Foundations Dynamic Core ETF
FDCE
FDCE was delisted on the 13th of June, 2025.
5 hedge funds and large institutions have $9.07M invested in Foundations Dynamic Core ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
67% more funds holding
Funds holding: 3 → 5 (+2)
12% more capital invested
Capital invested by funds: $8.09M → $9.07M (+$983K)
593.28% less ownership
Funds ownership: 685.32% → 92.04% (-593%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Anfield Capital Management
Irvine,
California
|
+$521K |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$443K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$199K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$163 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$249K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GM
1
GeoWealth Management
Chicago,
Illinois
| $4.57M | -$249K | -21,392 | -5% |
|
|
FIA
2
Foundations Investment Advisors
Phoenix,
Arizona
| $3.76M | +$443K | +38,103 | +14% |
|
|
ACM
3
Anfield Capital Management
Irvine,
California
| $532K | +$521K | +44,827 | New |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $203K | +$199K | +17,090 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $404 | +$163 | +14 | +70% |
|
FDCE Hedge Fund Activity: Q2 2024 in Review
5 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Foundations Dynamic Core ETF (FDCE) for Q2 2024, worth a combined $9.07M — up 12% from $8.09M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new FDCE positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Anfield Capital Management, opening a new position worth an estimated $521K. The largest seller was GeoWealth Management, cutting an estimated $249K.
- 5 institutional investors held Foundations Dynamic Core ETF (FDCE) as of Q2 2024, up from 3 in Q1 2024.
- Funds reported $9.07M of Foundations Dynamic Core ETF stock for Q2 2024, up 12% quarter-over-quarter.
- 2 funds opened new Foundations Dynamic Core ETF positions in Q2 2024 and 0 closed out, a net change of +2 holders.
- The largest Foundations Dynamic Core ETF buyer in Q2 2024 was Anfield Capital Management, an estimated $521K added.
- The largest Foundations Dynamic Core ETF seller in Q2 2024 was GeoWealth Management, an estimated $249K sold.
Based on aggregated 13F filings for Q2 2024.