Sound Enhanced Fixed Income ETF
FXED
8 hedge funds and large institutions have $30.5M invested in Sound Enhanced Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
33% more funds holding
Funds holding: 6 → 8 (+2)
11% more capital invested
Capital invested by funds: $27.5M → $30.5M (+$3.02M)
0.95% less ownership
Funds ownership: 96.76% → 95.82% (-0.95%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$780K |
| 2 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$213K |
| 3 |
Jane Street
New York
|
+$72.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$6.08K |
| 5 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
+$4.15K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$11.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
1
Sound Income Strategies
Ft Lauderdale,
Florida
| $29.6M | +$780K | +44,757 | +3% |
|
|
2
Jane Street
New York
| $638K | +$72.3K | +4,152 | +14% |
|
|
FP
3
Fiduciary Planning
Englewood,
Florida
| $225K | +$213K | +12,218 | New |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $39.6K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $8.38K | +$6.08K | +349 | +329% |
|
|
DAM
6
Delta Asset Management
Memphis,
Tennessee
| $7.92K | – | – | – |
|
|
BTI
7
Blue Trust Inc
Alpharetta,
Georgia
| $4K | +$4.15K | +238 | New |
|
8
Morgan Stanley
New York
| $50 | +$35 | +2 | New |
|
|
9
JP Morgan Chase
New York
| – | -$11.5K | -666 | Closed |
|
FXED Hedge Fund Activity: Q4 2023 in Review
8 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Sound Enhanced Fixed Income ETF (FXED) for Q4 2023, worth a combined $30.5M — up 11% from $27.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FXED positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Sound Income Strategies, adding an estimated $780K. The largest seller was JP Morgan Chase, exiting entirely with an estimated $11.5K sold.
- 8 institutional investors held Sound Enhanced Fixed Income ETF (FXED) as of Q4 2023, up from 6 in Q3 2023.
- Funds reported $30.5M of Sound Enhanced Fixed Income ETF stock for Q4 2023, up 11% quarter-over-quarter.
- 3 funds opened new Sound Enhanced Fixed Income ETF positions in Q4 2023 and 1 closed out, a net change of +2 holders.
- The largest Sound Enhanced Fixed Income ETF buyer in Q4 2023 was Sound Income Strategies, an estimated $780K added.
- The largest Sound Enhanced Fixed Income ETF seller in Q4 2023 was JP Morgan Chase, an estimated $11.5K sold.
Based on aggregated 13F filings for Q4 2023.