Sound Enhanced Fixed Income ETF
FXED
11 hedge funds and large institutions have $36.2M invested in Sound Enhanced Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
38% more funds holding
Funds holding: 8 → 11 (+3)
4% less capital invested
Capital invested by funds: $37.6M → $36.2M (-$1.36M)
82.82% less ownership
Funds ownership: 172.27% → 89.45% (-83%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$1.18M |
| 2 |
Jane Street
New York
|
+$477K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$88.6K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$23.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$18.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$32.7M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.16M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$1.16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
1
Sound Income Strategies
Ft Lauderdale,
Florida
| $33.5M | +$1.18M | +62,514 | +4% |
|
|
IAIM
2
International Assets Investment Management
Orlando,
Florida
| $1.2M | -$32.7M | -1,735,210 | -96% |
|
|
AI
3
Atria Investments
Charlotte,
North Carolina
| $605K | +$4.2K | +223 | +0.7% |
|
|
4
Jane Street
New York
| $459K | +$477K | +25,330 | New |
|
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $279K | +$88.6K | +4,708 | +44% |
|
|
FFA
6
Farther Finance Advisors
San Francisco,
California
| $81.7K | – | – | – |
|
|
AWM
7
AE Wealth Management
Topeka,
Kansas
| $22.2K | +$23.1K | +1,225 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| $17.7K | +$18.4K | +975 | New |
|
|
RDIA
9
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| $9K | +$922 | +49 | New |
|
|
DAM
10
Delta Asset Management
Memphis,
Tennessee
| $7.8K | – | – | – |
|
|
SWA
11
SOA Wealth Advisors
New York
| $218 | +$226 | +12 | New |
|
|
BCI
12
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$1.16M | -60,339 | Closed |
|
|
OPS
13
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$1.16M | -60,339 | Closed |
|
FXED Hedge Fund Activity: Q4 2024 in Review
11 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Sound Enhanced Fixed Income ETF (FXED) for Q4 2024, worth a combined $36.2M — down 3.6% from $37.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FXED positions and 2 closed out — a net gain of 3 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Sound Income Strategies, adding an estimated $1.18M. The largest seller was International Assets Investment Management, cutting an estimated $32.7M.
- 11 institutional investors held Sound Enhanced Fixed Income ETF (FXED) as of Q4 2024, up from 8 in Q3 2024.
- Funds reported $36.2M of Sound Enhanced Fixed Income ETF stock for Q4 2024, down 3.6% quarter-over-quarter.
- 5 funds opened new Sound Enhanced Fixed Income ETF positions in Q4 2024 and 2 closed out, a net change of +3 holders.
- The largest Sound Enhanced Fixed Income ETF buyer in Q4 2024 was Sound Income Strategies, an estimated $1.18M added.
- The largest Sound Enhanced Fixed Income ETF seller in Q4 2024 was International Assets Investment Management, an estimated $32.7M sold.
Based on aggregated 13F filings for Q4 2024.