Foundations Dynamic Growth ETF
FDGR
FDGR was delisted on the 13th of June, 2025.
5 hedge funds and large institutions have $16.7M invested in Foundations Dynamic Growth ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
25% more funds holding
Funds holding: 4 → 5 (+1)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
3.27% less ownership
Funds ownership: 98.74% → 95.47% (-3.3%)
7% less capital invested
Capital invested by funds: $17.9M → $16.7M (-$1.21M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$415K |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$188K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$151 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$1.82M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$327K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $8.02M | +$188K | +15,018 | +2% |
|
|
GM
2
GeoWealth Management
Chicago,
Illinois
| $7.66M | -$1.82M | -145,369 | -20% |
|
|
ACM
3
Anfield Capital Management
Irvine,
California
| $564K | – | – | – |
|
|
4
Jane Street
New York
| $427K | +$415K | +33,046 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $155 | +$151 | +12 | New |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$327K | -25,866 | Closed |
|
FDGR Hedge Fund Activity: Q3 2024 in Review
5 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Foundations Dynamic Growth ETF (FDGR) for Q3 2024, worth a combined $16.7M — down 6.8% from $17.9M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new FDGR positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $415K. The largest seller was GeoWealth Management, cutting an estimated $1.82M.
- 5 institutional investors held Foundations Dynamic Growth ETF (FDGR) as of Q3 2024, up from 4 in Q2 2024.
- Funds reported $16.7M of Foundations Dynamic Growth ETF stock for Q3 2024, down 6.8% quarter-over-quarter.
- 2 funds opened new Foundations Dynamic Growth ETF positions in Q3 2024 and 1 closed out, a net change of +1 holder.
- The largest Foundations Dynamic Growth ETF buyer in Q3 2024 was Jane Street, an estimated $415K added.
- The largest Foundations Dynamic Growth ETF seller in Q3 2024 was GeoWealth Management, an estimated $1.82M sold.
Based on aggregated 13F filings for Q3 2024.