Foundations Dynamic Growth ETF
FDGR
FDGR was delisted on the 13th of June, 2025.
4 hedge funds and large institutions have $17.9M invested in Foundations Dynamic Growth ETF in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.
33% more funds holding
Funds holding: 3 → 4 (+1)
9% more capital invested
Capital invested by funds: $16.4M → $17.9M (+$1.48M)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
1,269.12% less ownership
Funds ownership: 1,367.87% → 98.74% (-1,269%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$739K |
| 2 |
ACM
Anfield Capital Management
Irvine,
California
|
+$524K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$708K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$24.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GM
1
GeoWealth Management
Chicago,
Illinois
| $9.34M | -$708K | -58,943 | -7% |
|
|
FIA
2
Foundations Investment Advisors
Phoenix,
Arizona
| $7.66M | +$739K | +61,487 | +11% |
|
|
ACM
3
Anfield Capital Management
Irvine,
California
| $553K | +$524K | +43,649 | New |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $327K | -$24.4K | -2,035 | -7% |
|
FDGR Hedge Fund Activity: Q2 2024 in Review
4 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Foundations Dynamic Growth ETF (FDGR) for Q2 2024, worth a combined $17.9M — up 9% from $16.4M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new FDGR positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $739K. The largest seller was GeoWealth Management, cutting an estimated $708K.
- 4 institutional investors held Foundations Dynamic Growth ETF (FDGR) as of Q2 2024, up from 3 in Q1 2024.
- Funds reported $17.9M of Foundations Dynamic Growth ETF stock for Q2 2024, up 9% quarter-over-quarter.
- 1 fund opened new Foundations Dynamic Growth ETF positions in Q2 2024 and 0 closed out, a net change of +1 holder.
- The largest Foundations Dynamic Growth ETF buyer in Q2 2024 was Foundations Investment Advisors, an estimated $739K added.
- The largest Foundations Dynamic Growth ETF seller in Q2 2024 was GeoWealth Management, an estimated $708K sold.
Based on aggregated 13F filings for Q2 2024.