Foundations Dynamic Growth ETF
FDGR
FDGR was delisted on the 13th of June, 2025.
3 hedge funds and large institutions have $16.4M invested in Foundations Dynamic Growth ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and 2 closing their positions.
924.36% more ownership
Funds ownership: 443.51% → 1,367.87% (+924%)
228% more capital invested
Capital invested by funds: $5M → $16.4M (+$11.4M)
0% more funds holding
Funds holding: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$9.19M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$1.75M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$322K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Anfield Capital Management
Irvine,
California
|
-$578K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$935 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GM
1
GeoWealth Management
Chicago,
Illinois
| $9.55M | +$9.19M | +796,441 | New |
|
|
FIA
2
Foundations Investment Advisors
Phoenix,
Arizona
| $6.52M | +$1.75M | +152,019 | +39% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $335K | +$322K | +27,901 | New |
|
|
ACM
4
Anfield Capital Management
Irvine,
California
| – | -$578K | -51,920 | Closed |
|
|
5
UBS Group
Zurich,
Switzerland
| – | -$935 | -84 | Closed |
|
FDGR Hedge Fund Activity: Q1 2024 in Review
3 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Foundations Dynamic Growth ETF (FDGR) for Q1 2024, worth a combined $16.4M — up 228% from $5M a quarter earlier.
Fund positioning in FDGR was balanced in Q1 2024: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 0 trimmed.
The largest buyer was GeoWealth Management, opening a new position worth an estimated $9.19M. The largest seller was Anfield Capital Management, exiting entirely with an estimated $578K sold.
- 3 institutional investors held Foundations Dynamic Growth ETF (FDGR) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $16.4M of Foundations Dynamic Growth ETF stock for Q1 2024, up 228% quarter-over-quarter.
- 2 funds opened new Foundations Dynamic Growth ETF positions in Q1 2024 and 2 closed out, a net change of 0 holders.
- The largest Foundations Dynamic Growth ETF buyer in Q1 2024 was GeoWealth Management, an estimated $9.19M added.
- The largest Foundations Dynamic Growth ETF seller in Q1 2024 was Anfield Capital Management, an estimated $578K sold.
Based on aggregated 13F filings for Q1 2024.